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Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01) Jun 10, 2019 · 14 mentions

  • ▶ 5:23 Ted Seides Patrick is the CEO of O'Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend. 3 times in the scene
  • ▶ 8:24 Patrick O'Shaughnessy It just so happened that right at that exact time, literally that month, my dad and his team were leaving Bear Stearns Asset Management to form what's now O'Shaughnessy Asset Management. 2 times in the scene
  • ▶ 9:15 Ted Seides Why don't we take a step back and describe what was the premise of O'Shaughnessy Asset Management when you started?
  • ▶ 11:59 Ted Seides If you circle back a few years ago, what were the key factors that comprised the core of OCM's quantitative models?
  • ▶ 18:30 Ted Seides So you've taken over OSAM as the CEO over the last year.
  • ▶ 22:56 Ted Seides You know, I'm thinking like a Renaissance or AQR that come to mind that are just much bigger than OSAM.
  • ▶ 40:29 Patrick O'Shaughnessy And in our case as a business building, we've got a pretty strict rule around OSAM when it comes to building.
  • ▶ 45:24 Ted Seides As you distilled a lot of the lessons about businesses, and mostly from your work, but again, the podcast, and then also doing it, how have you applied some of what you've seen to OSAM as a business now that you're leading it?
  • ▶ 54:55 Patrick O'Shaughnessy So it's something I'm watching and we're really interested in as a firm. 2 times in the scene
  • ▶ 58:21 Patrick O'Shaughnessy OSAM has learned a ton from watching them.
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