VIKRAM MANSHARAMANI

Global Trend-Watcher, Harvard University Lecturer, Author & Investor. How to anticipate the future, manage risk, and spot opportunities



Vikram Mansharamani first gained widespread attention with his book Boombustology: Spotting Financial Bubbles Before They Burst. Since 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 a Managing Director of SDK Capital (and its predecessors) until 2011 and founded Kelan Capital in 2017.

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 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.

  • Managing Risk

  • Global Economy

  • Financial Markets

  • Boom-Bust Dynamics

  • Investing

  • Food

  • Housing

  • Energy

  • Commodities

Dr. Mansharamani tailors each presentation to the needs of his audience and is not limited to the topics we have listed below. These are topics that have proven valuable to customers in the past and are meant only to suggest the speaker's range and interests:

  • Managing Risk
  • Global Economy
  • Financial Markets
  • Boom-Bust Dynamics
  • Investing
  • Food
  • Housing
  • Energy
  • Commodities

Please ask us about any subject that interests you; we are sure that we can accommodate you.

Navigating Uncertainty

The only certainty into today’s highly interconnected world is continued uncertainty. Dr. Mansharamani has been exploring the relative capabilities of specialists and generalists in navigating uncertainty. His working thesis at this point is that generalists may be better suited to navigating ambiguous situations. The key, it seems, is to focus on connecting dots rather than to develop them.

“The generalist advantage: going beyond expertise”

We live in a culture that places high value on deep expertise and specialized skills. But can expertise blind you into tunnel vision and single-mindedness? Vikram Mansharamani has scores of examples that shows it can. In a fast-paced world driven by complex and diverse factors, connecting the dots is often more important than developing the dots. Building on insights from the research he is conducting at Harvard, Mansharamani shows why generalists are better-suited to navigating uncertainty than specialists; he opens the minds in the audience with real tools to help people think beyond their area of expertise. 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 the value of the generalist approach.

“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 his experience as a practitioner and an academic 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. He customizes the content of his talk to the audience using information that’s fresh and relevant.

“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 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 leave understanding the dynamics of land grabs, water scarcity, and the implications of food (in)security for national defense as well appreciating how food-price dynamics will affect their industry – however remote from the food industry it may be.

“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. 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.

“Spotting bubbles before they burst”

In a globally dynamic environment, boom and bust cycles occur more frequently 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 – to powerfully demonstrate 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.

"He hit it out of the park! Enthusiastic responses from everyone. Could not be happier."

Partner
Pepper Law

“I wish we would have allotted more time for discussion as our team was greatly intrigued by your thesis. Our team is thoughtful and intelligent, and your perspective struck a chord in the way we intended. The dialogue during our team dinner tonight was phenomenal, and your discussion with us today was the critical catalyst.”

Director of Product Supply, North America Baby and Child Care, Kimberly-Clark Corporation

“Everyone really loved his presentation. The audience was very engaged and had a lot of questions. Definitely very positive feedback.”

Meeting Planner, Liberty Mutual

“Great presentation. Everyone kept saying how you were able to take complex issues and explain them in terms that everyone could understand. That is high praise from a group of farmers and ranchers.”

President & CEO, Farm Credit

“Vikram, I would like to share with the news that we are still receiving the best reviews from many attendees in regards of your conference, among them, one of the most prominent economists of Colombia. Your presentation was certainly a success and we will surely want to see you in Colombia on upcoming opportunities”

President, Asofiduciarias

  • Travels from: Boston, USA

  • Fee Range: USD 30.000 to USD 40.000