Author, Boombustology: Spotting Financial Bubbles Before They Burst, Yale Lecturer and Harvard Senior Fellow
- Strategies to anticipate the future and navigate risk & uncertainty.
- Spot opportunities others miss by seeking out seemingly irrelevant information and adopting a generalist mindset: say “isn’t that interesting” instead of “so what?!”
- Reveals a multi-lens approach for looking at the world and connecting the dots that keep you ahead of the competition.
- Projects scenarios for food, water, agriculture, commodities, sovereign debt, financial markets and much more.
Vikram Mansharamani first gained widespread attention in 2011 with his book Boombustology: Spotting Financial Bubbles Before They Burst. Since then he’s gone on to show others how to use his multi-lens approach to manage risk, navigate uncertainty and peer into the future on crucial areas like China, food, the global economy, Africa, housing, investing, financial cycles, energy and much more. Vikram believes that the future doesn’t have to surprise us – and won’t – if we adopt a generalist’s mindset. His speeches show audiences how to develop a broader view of the world by embracing a generalist mindset. As we encounter information that seems irrelevant, most people think “So What?!” – but Generalists think “isn’t that interesting” and try to connect the dots. When they do, the conclusions they draw and decisions they make may be very different from the more narrow-focused “experts.” Vikram shows audiences how to use this approach to spot opportunities and reduce risk.
Vikram Mansharamani is a global equity investor with more than 20 years’ experience investing in public and private markets. He served as Managing Director of SDK Capital (and its predecessors). Currently he is a Lecturer at Yale University and teaches three popular classes: “Investment Management”, “Financial Booms and Busts” and “Adventures in Business Ethics.” He is also a Senior Fellow at the Mossavar-Rahmani Center for Business & Government at the Harvard Kennedy School. His current research interests include bubbles in both financial and non-financial markets, the unsustainable dynamics of food and fuel, and the relative value of experts vs. generalists in navigating complex uncertainties and risk.
A regular commentator in the financial media, Vikram has contributed to Bloomberg, MarketWatch, CNBC, Forbes, Fortune, The New York Times, The Wall Street Journal, The Atlantic, Yale Global, The South China Morning Post, The Korea Times, The Khaleej Times, and The Daily Beast, among others.
Vikram Mansharamani is a frequently sought-after speaker by a wide range of organizations. As a Tiger21 Scholar, he regularly advises the organization’s members on matters of asset allocation and investment strategy. He regularly addresses those focused on allocating large pools of capital. He has spoken to audiences of sovereign wealth funds, family offices, endowments, foundations, and registered investment advisors and – of course – a variety of major corporate and association groups.
Vikram’s consulting work builds on these speaking and advisory roles and focuses on thematic investment analysis and risk management. He is a paid advisor to several leading endowments and currently serves as a Senior Advisor to the Investment Committee of LVW Advisors, a Rochester-based investment advisor serving non-profit institutional clients. Vikram is also a Senior Advisor to the Crumpton Group, LLC, a strategic advisory firm founded by Ambassador Hank Crumpton.
He currently serves on the Board of Directors of the Africa Opportunity Fund, a London-listed closed-end investment vehicle and as chairman of the Torit Montessori School in Boston. He previously served on the boards of the Association of Yale Alumni, the US-Pakistan Business Council, Interelate, and ManagedOps. He earned a Ph.D and MS from the Sloan School of Management at MIT, an MS in in Political Science from MIT, and a BA from Yale University, where he was elected to Phi Beta Kappa.
Expertise and specialization can hamper the ability to navigate the uncertainty of a complex world. Instead, Vikram advocates cultivating a broader view – a generalist’s mindset. Most people who encounter seemingly irrelevant information think “So what?!” Generalists think “isn’t that interesting!” and looks to connect the dots – often arriving at very different conclusions from the “experts.” Vikram’s real life examples reveal an effective approach to anticipate the future.
THE GLOBAL CONSUMPTION BOOM – WHY EVERYTHING IS ABOUT TO CHANGE
As the middle-class balloons in emerging nations, a global consumption boom will have an unprecedented impact on food, fuel, precious metals and other commodities. The likely impact on the global standard of living will drive geopolitical and economic uncertainty. Vikram Mansharamani untangles the dynamics and helps audiences think differently about the nature of global prosperity and how it will shape their business.
THE END OF CHEAP FOOD – A FORECAST
Food is emerging as one of the future’s most volatile assets. Shifting political, economic, climatic and societal change all factor into the equation. Vikram Mansharamani shows that the era of cheap food is over and describes the geo-political and geo-economic ramifications – from Wall Street to Pudong. The implications of land grabs, fertilizer availability, climate change, water scarcity, and price-related food (in)security will have profound impact on our world.
THE GLOBAL ECONOMY – AN UNCONVENTIONAL LOOK
Europe falling apart? China collapsing? Treasury bubble popping? Japan’s economy imploding? Energy dynamics creating geopolitical unrest? Vikram Mansharamani applies his multi-lens approach to help people manage the cross-currents of rapidly-changing global economic, financial and political developments. His customized content incorporates information that’s fresh and relevant.
SPOTTING BUBBLES BEFORE THEY BURST
Vikram contends the ability to identify financial (and other) bubbles before they burst is easier if you step outside your expertise. Narrow focus can lead to tunnel vision. Instead, look broadly through multiple lenses – to art markets, architecture, popular culture, economics, politics and more. Vikram empowers audiences – assuring them that they don’t need to be an expert to effectively anticipate the future.