Jul 4, 2022
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.