Ashvin Chhabra is the President and Chief Investment Officer of Euclidean Capital, the family office for Jim Simons of Renaissance Technologies. Ashvin joined Euclidean in 2015 after spending time as CIO of the Institute for Advanced Study and CIO of Merrill Lynch Wealth Management. He is the author of The Aspirational Investor and is recognized as one of the founders of goals-based wealth management. Our conversation covers into Ashvin’s upbringing and his path from physics to investing. We discuss his “Beyond Markowitz” portfolio management framework, application of it to high net worth individuals, foundations, the Yale endowment, Warren Buffett, and a single family office. Along the way, Ashvin shares the story of interviewing with Jim Simons, his critique of endowment management, manager selection, and perspectives on interest rates and bitcoin. Ashvin is one of most creative and independent thinkers in the community and you’ll soon hear why.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

I’d like to invite you to attend a special bootcamp on Decision Making I’ll be teaching on July 20th at 11am EST. I’ll share actionable frameworks with special clips from Annie Duke, the legendary decision-making expert, bestselling author, and former professional poker player. The one-hour webinar is one of the most popular classes of Capital Allocators University and is chock full of insights to take back to your team in the investment office. The cost to attend is $250 and Capital Allocators premium members will receive a 50% discount. If you’re interested in attending and are not yet a premium member, you may want to consider subscribing first and receiving our library of transcripts, weekly email, and a whole bunch more, for effectively half off the first year of membership. Log on to capitalallocators.com and click University to register for the bootcamp. And before you do that, click on Premium and sign up. Hope to see you on July 20th.