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Patrick O’Shaughnessy
CEO at O’Shaughnessy Asset Management


Patrick O’Shaughnessy, CFA, is principal and CEO at O’Shaughnessy Asset Management (OSAM). He directs the firm’s initiatives in research and portfolio management, investor education and investor relationships. O’Shaughnessy also serves as a portfolio manager. Previously, he spent 11 years on OSAM’s Research & Portfolio Management team, working to improve the firm’s investment strategies. O’Shaughnessy is the author of “Millennial Money,” and a contributing author to the fourth edition of “What Works on Wall Street.” His podcast “Invest Like the Best,” a series of conversations with leading investors across asset classes, recently passed 7 million listeners. It was named among “5 Investment Podcasts You Should Listen To” by the WSJ. O’Shaughnessy has a B.A. in philosophy from the University of Notre Dame.

Agenda Sessions

  • Customization & Direct Indexing: New Fad, or Way Forward?