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James O’Shaugnessy

Chairman and CEO of O'Shaughnessy Asset Management (OSAM)

Chairman and CEO of O'Shaughnessy Asset Management (OSAM)

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James O’Shaugnessy Biography

Jim O'Shaughnessy is the Chairman and CEO of O'Shaughnessy Asset Management (OSAM). Also serving as the Chief Investment Officer of the firm, Jim is ultimately responsible for OSAM’s investment strategies. He directs the Senior Portfolio Manager, Director of Research, and the Portfolio Management Team and helps to set the agenda for the team. He is also responsible for the development of OSAM’s existing strategies and directs the team on idea generation and specific initiatives to improve the models and develop new factors and products.Prior to founding OSAM, Jim was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Prior to Bear Stearns, he was the CEO and Chairman of O’Shaughnessy Capital Management (Netfolio).

Long recognized as one of America's leading financial experts and a pioneer in quantitative equity analysis, he has been called a "world beater" and a "statistical guru" by Barron's. In February 2009, Forbes.com included Jim in a series on “Legendary Investors” along with Benjamin Graham, Warren Buffet, and Peter Lynch.

Jim is the author of four books on investing. Forbes pronounced his first book Invest Like the Best "awesome" and named it one of the best financial books of the year. His next book, What Works on Wall Street, was a BusinessWeek and New York Times Business bestseller and called "An indisputable classic...downright momentous" byTheStreet.com. Financial Analysts' Journal said it was "indisputably a major contribution to empirical research on the behavior of common stocks in the United States...conceivably, the influence of What Works on Wall Street will prove immense."

Jim’s third book, How to Retire Rich, was a New York Times Business andBusinessWeek bestseller. Jim published his fourth book,Predicting the Markets of Tomorrow, in 2006. Jim was named "manager of the year" in Gordon Pape's 2004 Buyers Guide to Mutual Funds for his management of the Royal Bank (RBC) of Canada's O'Shaughnessy Funds, and the Canadian Investment Awards named the RBC O'Shaughnessy U.S. Value Fund "U.S. Equity Fund of the Year" in 2004 and 2005. Jim has a B.A. in Economics from the University of Minnesota.

Jim is married with three children and lives in Greenwich, Connecticut.

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FAQs on booking James O’Shaugnessy

  • How do I book James O’Shaugnessy to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like James O’Shaugnessy for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for James O’Shaugnessy, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for James O’Shaugnessy or any other speaker of your choice.
  • What are the speaker fees for James O’Shaugnessy

    Speaking fees for James O’Shaugnessy, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book James O’Shaugnessy are for live events and for virtual events. For the most current speaking fee to hire James O’Shaugnessy, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does James O’Shaugnessy speak about?

    James O’Shaugnessy is a keynote speaker and industry expert whose speaking topics include Business, Economy and Finance, Finance, Foreign Policy, Government, Strategic Planning.
  • Where does James O’Shaugnessy travel from?

    James O’Shaugnessy generally travels from an undisclosed location, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is James O’Shaugnessy’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like James O’Shaugnessy for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book James O’Shaugnessy for your next private or corporate function.
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    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host James O’Shaugnessy or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
  • Why is AAE Speakers Bureau different from other booking agencies?

    If you’re looking for the best, unbiased speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.

James O’Shaugnessy is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book James O’Shaugnessy for your event is available upon request. James O’Shaugnessy generally travels from and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are David Rosenberg, Bill Gurtin, James Bianco, Sal Arnuk and Barry Ritholtz. Contact All American Speakers for ratings, reviews, videos and information on scheduling James O’Shaugnessy for an upcoming live or virtual event.

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