Vikram Mansharamani

  • Expert on Bubble Scenarios
  • Author, Boombustology

Vikram Mansharamani is an experienced global equity investor and Lecturer at Yale University. Dr. Mansharamani teaches the seminar “Financial Booms & Busts” to Yale College undergraduates, an extremely popular course as indicated by student reviews and enrollment.

He is also the author of BOOMBUSTOLOGY: Spotting Financial Bubbles Before They Burst and is a regular commentator in the financial media, having contributed to Bloomberg, MarketWatch, CNBC, Forbes, Fortune, The New York Times, The Wall Street Journal, The Atlantic, Yale Global, The South China Morning Post, The Korea Times, The Khaleej Times, and The Daily Beast, among others.

 
  

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Rave Reviews About Vikram Mansharamani

“Vikram is a lively and engaging speaker. Right from the first moment Vikram steps on stage he captivates the audience and involves them in the session- no one is looking at Blackberries or leaving the room - they are all fascinated with what he has to say. Vikram is a very versatile speaker- he can give thoughtful and entertaining solo presentations communicating a clear and relevant business message but in addition he is a real asset to panel discussions- he encourages debate and creates a compelling dialogue. You can trust Vikram to add value, insight and personality to any conference.” - Victoria Chatterton, ICBI



A Sample of the Groups That Have Hosted Vikram Mansharamani
  • Sherrif Karamat, Chief Operating Officer, PCMA  
  • FirsTrust, LLC
  • Caren B. Bianco, Director of Investments, PricewaterhouseCoopers
  • Michael W. Sonnenfeldt, Founder, TIGER 21 and Chairman, MUUS & Company
  • Bob von Rekowsky, Portfolio Manager, Head of Emerging Markets, Fidelity Investments
  • Richard L. Ware, CFA, Program Chair, CFA Virginia
  • Lesley Kiger, Activities Manager The Yale Club of NYC
  • Suzannah L. Susser, Deputy Director, Federal Deposit Insurance Corporation,
  • William Vens, Chief Financial Officer, HighWave Energy
  • David Quade, President, Berkshire Income Realty Chairman, Program Committee, The Hamilton Trust,
Vikram Mansharamani - Sixteen Cubed: 16 Predictions in 16 Minutes at GFMF2016 - Get Sharable Link
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The Future Doesn't Have to Surprise You

..So says Vikram Mansharamani, global trend-watcher, Harvard Lecturer, author, and investor.  Mansharamani shows audiences how to look differently at their industry and business with the goal of helping them spot risk and capture opportunities others miss.  The overwhelming flood of political, econo ...

..So says Vikram Mansharamani, global trend-watcher, Harvard Lecturer, author, and investor.  Mansharamani shows audiences how to look differently at their industry and business with the goal of helping them spot risk and capture opportunities others miss.  The overwhelming flood of political, economic, technological, social, and market forces that bombard us every day is distracting.  It prevents us from paying attention to what really matters.  Our usual response to the noise is to focus narrowly or turn to specialists for help.  But is that the right path?  Have we been blinded by focus?  Has the mantra of expertise and specialization misled us?  Vikram thinks the pendulum has swung too far.  He offers scores of compelling real-life examples that show how a narrow lens can lead us to miss the most important signals – the ones we’re least primed to see.  The advice he offers is counter-intuitive.  He advocates opening up to get a broader view; to zoom out. He calls the logic the generalist’s approach.  Breadth, Vikram argues, is as important as depth.  Generalists win by paying attention to more than their area of expertise.  Vikram's generalist framework for looking at the world differently is at the center of what he delivers in his speeches and can be focused on just about any subject.  A few examples:

 

  • The Generalist Advantage

  • The Future of Energy

  • The Future of Globalization

  • Navigating Economic Uncertainty by Bubble-Spotting

  • Global Consumption Boom

  • Food & Fuel Dynamics
  • The Economic, Social & Technological Disturbances Rocking Our Industry

**This speech is tailored to the specific industry of the host organization.**

Global Prosperity – Why Everything is About to Change

As the middle-class booms in emerging nations, a global consumption boom is likely to have an unprecedented impact on a wide range of commodities – food, fuel, precious metals – that will impact the global standard of living. The result will be geopolitical and economic uncertainty. Vikr ...

As the middle-class booms in emerging nations, a global consumption boom is likely to have an unprecedented impact on a wide range of commodities – food, fuel, precious metals – that will impact the global standard of living. The result will be geopolitical and economic uncertainty. Vikram Mansharamani untangles these dynamics through easy-to-understand, entertaining, and engaging analysis that evaluates the effect of a ballooning middle-class on an unlikely collection of industries — from education and entertainment to defense, finance and healthcare. Mansharamani’s insights help audiences look differently at the nature of global prosperity and how it may shape their business and their future.

The Generalist Advantage: Going Beyond Expertise

Blinded by expertise and single-minded focus? It happens. But in a fast-paced world driven by complex and diverse factors, connecting the dots is often more important than developing the dots. Vikram Mansharamani shows why generalists are better-suited to navigating uncertainty in this environment t ...

Blinded by expertise and single-minded focus? It happens. But in a fast-paced world driven by complex and diverse factors, connecting the dots is often more important than developing the dots. Vikram Mansharamani shows why generalists are better-suited to navigating uncertainty in this environment than specialists; he provides audiences with real tools to help them avoid tunnel vision and think beyond their area of expertise. The talk is based on Mansharamani’s much-discussed HBR blog post, All Hail the Generalist, one of the site’s most-read in 2012. Entertaining and empowering, with examples drawn from finance, politics, agriculture, medicine, and education, Mansharamani helps people manage risk and anticipate the future with intriguing specifics to convince the audience of his generalist approach.

The End of Cheap Food – A Global Forecast

Food is emerging as one of the future’s most volatile assets. Shifting political, economic, climatic and societal change all factor into the equation. Vikram Mansharamani applies his multi-lens bubble-spotting approach to the key drivers of food prices in a global marketplace. He suggests that ...

Food is emerging as one of the future’s most volatile assets. Shifting political, economic, climatic and societal change all factor into the equation. Vikram Mansharamani applies his multi-lens bubble-spotting approach to the key drivers of food prices in a global marketplace. He suggests that the era of cheap food is over and describes the geo-political and geo-economic ramifications of such developments – from Wall Street to Pudong. Audiences will leave with an understanding of the dynamics of land grabs, water scarcity, and the implications of food (in)security for national defense.

The Global Economy – An Unconventional Look

Europe falling apart? China collapsing? Treasury bubble popping? Japan economic implosion? Social networking bubble? Alternative energy dynamics creating geopolitical unrest? Vikram Mansharamani applies a unique combination of practitioner experience and academic perspective to help audiences naviga ...

Europe falling apart? China collapsing? Treasury bubble popping? Japan economic implosion? Social networking bubble? Alternative energy dynamics creating geopolitical unrest? Vikram Mansharamani applies a unique combination of practitioner experience and academic perspective to help audiences navigate the seemingly unending cross-currents of global economic, financial and political developments. While audiences often find themselves agreeing with Mansharamani each step of the way, they’re frequently surprised by what turn out to be unconventional conclusions.

Spotting Bubbles Before They Burst

In a globally dynamic environment, boom and bust cycles are more frequent than in the past. It seems there’s always something that has reached unsustainable levels. The trick, of course, is recognizing it and taking action before the bubble bursts. In direct contrast to the views espoused by m ...

In a globally dynamic environment, boom and bust cycles are more frequent than in the past. It seems there’s always something that has reached unsustainable levels. The trick, of course, is recognizing it and taking action before the bubble bursts. In direct contrast to the views espoused by most academics, Vikram Mansharamani makes a persuasive case that it is possible to identify financial (and other) bubbles before they burst. He draws on entertaining and engaging examples from art markets, architecture, and popular culture – as well as economics and politics – and powerfully demonstrates that you do not need to be an expert to effectively anticipate the future. Audiences walk away empowered to think independently and to connect obvious dots to generate not-so-obvious conclusions.

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Biography

Vikram Mansharamani first gained widespread attention with his book Boombustology: Spotting Financial Bubbles Before They BurstSince then he’s gone on to show business leaders and investors how to look at the world differently in order to manage risk and navigate radical uncertainty.  His strategies help them peer into the future on crucial areas like China, food, the global economy, Africa, housing, investing, financial cycles, energy, and much more.  So valuable are his insights that LinkedIn named Vikram #1 on their 10 Top Voices for Money, Global Economics, and Finance for both 2015 and 2016.  Worth magazine listed him on their “Power 100” list for 2017 - one of the 100 most powerful people in global finance.

Vikram believes that the future doesn’t have to surprise us – and won’t – if we regularly step away from our expertise and look at the world through multiple lenses.  He calls this the generalist’s mindset.  When encountering information that seems irrelevant most people think, “So what?!”  Generalists think instead, “Isn’t that interesting,” and look to connect disparate dots.  When they do, the conclusions they draw and decisions they make may be very different from the more narrow-focused “experts.”  Vikram shows audiences practical ways to use this approach to spot opportunities and reduce risk.

From 2009 until 2017, Vikram was a Lecturer at Yale University where he taught three popular classes: “Financial Booms and Busts,” “Economic Inequality,” and “Adventures in Business Ethics.”  He is now a Lecturer at Harvard’s John A. Paulson School of Engineering and Applied Sciences where he teaches a course called "Humanity and Its Challenges."  His research is focused on navigating complex uncertainties and risk.

Vikram Mansharamani is a global equity investor with more than 20 years’ experience investing in public and private markets.  He served as Managing Director of SDK Capital (and its predecessors) and today manages the Kelan Global Opportunities Fund, a global thematic investment partnership founded by Vikram and some of his clients.

Vikram is currently a regular contributor to Worth magazine and a columnist for the PBS NewsHour.  He has also contributed to Bloomberg, MarketWatch, CNBC, Forbes, Fortune, The New York Times, The Wall Street Journal, The Atlantic, YaleGlobal, The South China Morning Post, The Korea Times, The Khaleej Times, and The Daily Beast, among others.  Vikram contributed the summary chapter for the book A Force for Good (2015) synthesizing lessons drawn from the collection of essays written by the world's most prominent thinkers on the role of finance and capitalism in today's increasingly interconnected and unequal world.

He is a frequently sought-after speaker by a wide range of organizations.  And while corporations from virtually every industry have sought his insights, he continues to have a very strong following in the investment community.  He regularly speaks with those focused on allocating large pools of capital.  Audiences of sovereign wealth funds, family offices, endowments, foundations, and registered investment advisors have found tremendous value in his unconventional thinking. 

As a consultant Vikram helps clients analyze the business impact of global trends, with a particular emphasis on economic, political, and social risks that might generate instability.  He conducts many executive education seminars for senior leadership teams on how to integrate disparate (and seemingly contradictory) information into actionable analysis to drive business decisions.  His thematic analysis and risk management is always focused on identifying opportunities within the risks.  He currently serves on the board of the Africa Opportunity Fund (LSE: AOF), is a strategic advisor to Peter Kiewit & Sons, and has helped numerous other Fortune 500 boards and leaders. 

He earned a Ph.D. and MS from the Sloan School of Management at MIT, an MS in Political Science from MIT, and a BA from Yale University, where he was elected to Phi Beta Kappa.