Richard Thaler

Founder at Fuller & Thaler Asset Management, Inc.

Richard Thaler

Richard Thaler

Founder at Fuller & Thaler Asset Management, Inc.

Overview
Career Highlights

Fuller & Thaler Asset Management, Inc.

RelSci Relationships

3837

Number of Boards

6

Birthday

1947 - East Orange, NJ, United States

Age

74

Number of Awards

2

Relationships
RelSci Relationships are individuals Richard Thaler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder & Chief Investment Officer at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner, Chief Financial Officer & CCO at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Head of Risk Management at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Director of Trading at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

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Richard Thaler
Founder at Fuller & Thaler Asset Management, Inc.
Education
BA

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

MA in Finance

The University of Rochester is a private, nonsectarian, research university in Rochester, New York, United States. The university grants undergraduate and graduate degrees, including doctoral and professional degrees. The university has six schools and various interdisciplinary programs. The University of Rochester is noted for its Eastman School of Music. The university is also home to the Institute of Optics, founded in 1929, the first educational program in the US devoted exclusively to optics. Rochester's Laboratory for Laser Energetics is home to the second most energetic fusion laser in the world.

Memberships
Fellow
2009 - Current

The American Finance Association (AFA) is an academic organization whose focus is the study and promotion of knowledge of financial economics. It was formed in 1939. Its main publication, the Journal of Finance, was first published in 1946.

Fellow
2000 - Current

Founded in 1780, the American Academy of Arts and Sciences is an independent policy research center that conducts multidisciplinary studies of complex and emerging problems. The Academy’s elected members are leaders in the academic disciplines, the arts, business, and public affairs. With a current membership of 4,000 American Fellows and 600 Foreign Honorary Members, the Academy has four major goals: Promoting service and study through analysis of critical social and intellectual issues and the development of practical policy alternatives; Fostering public engagement and the exchange of ideas with meetings, conferences, and symposia bringing diverse perspectives to the examination of issues of common concern; Mentoring a new generation of scholars and thinkers through the Visiting Scholars Program and Hellman Fellowship Program; Honoring excellence by electing to membership men and women in a broad range of disciplines and professions. Click here to learn about our new members. The Academy's headquarters are in Cambridge, Massachusetts. With its geographically diverse membership, it conducts activities in this country and abroad

Career History
Senior Advisor on Retirement & Behavioral Economics
2019 - Current

PIMCO employs a broad range of portfolio management tools that seek to appropriately manage risk, hedge exposures, and seek returns consistent with client guidelines. They have considerable experience in an array of global investment strategies, which include both fixed income and equity strategies. The firm also offers alternative strategies, primarily through private investment vehicles such as private equity funds and hedge funds. These strategies encompass long/short, private equity, distressed debt, commercial real estate and other alternative strategies. PIMCO combines top-down macroeconomic forecasting with rigorous bottom-up credit analysis in its investment process. Their cyclical and secular economic forums drive the top-down element of the firm’s investment process which begins with an annual secular forum. The firm’s bottom-up research on individual securities generally considers such factors as finances, credit quality, call risks and structures.

Founder
1993 - Current

FTAM uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm’s strategies primarily invest in US listed companies and are a long only in stocks that they believe, based on its analysis, are undervalued. FTAM’s investment strategies include small-cap growth, small-cap value, small-cap core, behavioral small-cap equity, behavioral mid-cap value, micro-cap, behavioral unconstrained equity, behavioral small-mid core equity, and behavioral all-cap equity.

Research Associate, Asset Pricing Program
Current

Founded in 1920, the National Bureau of Economic Research is a private, nonprofit, nonpartisan research organization dedicated to promoting a greater understanding of how the economy works. The NBER is committed to undertaking and disseminating unbiased economic research among public policymakers, business professionals, and the academic community. Over the years the NBER's research agenda has encompassed a wide variety of issues that confront our society. Early research focused on the aggregate economy, examining in detail the business cycle and long-term economic growth. Simon Kuznets' pioneering work on national income accounting, Wesley Mitchell's influential study of the business cycle, and Milton Friedman's research on the demand for money and the determinants of consumer spending were among the early studies done at the NBER.

Political Donations
$5,000
2012

Former President of United States

$10K
2008

Former President of United States

$2,300
2007

Former President of United States

Investments
Details Hidden

FTAM uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm’s strategies primarily invest in US listed companies and are a long only in stocks that they believe, based on its analysis, are undervalued. FTAM’s investment strategies include small-cap growth, small-cap value, small-cap core, behavioral small-cap equity, behavioral mid-cap value, micro-cap, behavioral unconstrained equity, behavioral small-mid core equity, and behavioral all-cap equity.

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
2017
Nobel Prize in Economics
2005
Treasury & Risk Magazine - 100 Most Influential People in Finance
Events
Speaker
Tianjin, GD, China
2010 World Economic Forum Annual Meeting of the New Champions

At the Annual Meeting of the New Champions, the World Economic Forum brings together emerging global leaders and Mentors willing to share the knowledge and perception that only come with experience. It is this powerful mix of questioning, insight and resilience that makes the Summer Davos unique. This year’s Meeting focused on “Driving Growth through Sustainability”, an opportunity that confronts every business, government, civil society organization and individual. From the start of the three-day event, it was clear that participants understood the key factors needed to achieve this goal, especially in the post-crisis context. Throughout the Meeting, the nature of innovation and creativity in institutions, policies, systems and technologies was explored. To drive the innovation necessary to achieve balanced growth and sustainability requires many inputs, including a high degree of collaboration among all players, even rivals.

Speaker
Davos, Switzerland
2010 World Economic Forum Annual Meeting of the New Champions

At the Annual Meeting of the New Champions, the World Economic Forum brings together emerging global leaders and Mentors willing to share the knowledge and perception that only come with experience. It is this powerful mix of questioning, insight and resilience that makes the Summer Davos unique. This year’s Meeting focused on “Driving Growth through Sustainability”, an opportunity that confronts every business, government, civil society organization and individual. From the start of the three-day event, it was clear that participants understood the key factors needed to achieve this goal, especially in the post-crisis context. Throughout the Meeting, the nature of innovation and creativity in institutions, policies, systems and technologies was explored. To drive the innovation necessary to achieve balanced growth and sustainability requires many inputs, including a high degree of collaboration among all players, even rivals.

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