Jason Bond
Managing Partner
Speaker
Boole Microcap Fund
- Launched the Boole Microcap Fund in June 2020.
- Founded the Boole Fund in January 2014.
- Taught Managerial Economics and Investments as an adjunct professor at Seattle University, 2013-2015 (4 courses).
- Earned a master’s degree in Economics from the University of Pennsylvania, and graduated magna cum laude from Gonzaga University with an Honors B.A. in Philosophy.
Fun fact, I got to play professional basketball in Belgium for two years!
Topic
9:40 AM - 10:05 AM
Thursday Investor Session 2/1/2024
The Gordon Gekko Elephant Syndrome - What Microcaps Need to Do to Attract Large Institutional Investors
- Microcap value strategies historically outperform private equity investments
- Mutual funds and institutional investors hold roughly 78% of the Russell 2000 but only 40% of the non-Russell 2000 microcap universe
- Building a detailed narrative of success: complete financial reports, customer testimonials, industry awards
- Using database-driven institutional investor targeting solutions
- Crafting the pitch: how to approach and engage with effective communication
10:30 AM - 10:55 AM
Thursday Investor Session 2/1/2024
Analyzing Buffett's Best Investments & Overcoming Cognitive Bias
- Learning from Cognitive Bias: Exploring the common cognitive biases that can hinder investors' decision-making and understanding how Buffett has navigated these biases to make rational and profitable investment choices.
- Applying Buffett's Principles: Gaining insights into how investors can apply Buffett's investment principles and overcome cognitive biases to improve their own investment strategies and achieve better long-term results
