Jason Voss, Cfa

Jason Voss, Cfa Email and Phone Number

Co-Founder & CEO at Deception And Truth Analysis, Inc. @ Deception And Truth Analysis (D.A.T.A.), Inc
Jason Voss, Cfa's Location
Sarasota, Florida, United States, United States
Jason Voss, Cfa's Contact Details

Jason Voss, Cfa personal email

n/a
About Jason Voss, Cfa

CEO of Deception And Truth Analysis (D.A.T.A.), Inc. Retired, Morningstar 5-star and Lipper #1 portfolio manager. Author. Scientist. Conscious capitalist. We provide lightning-fast deception and truth analysis of documents, saving you a ton of due-diligence and research time, increasing your revenues, and driving your profitability.

Jason Voss, Cfa's Current Company Details
Deception And Truth Analysis (D.A.T.A.), Inc

Deception And Truth Analysis (D.A.T.A.), Inc

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Co-Founder & CEO at Deception And Truth Analysis, Inc.
Jason Voss, Cfa Work Experience Details
  • Deception And Truth Analysis (D.A.T.A.), Inc
    Ceo
    Deception And Truth Analysis (D.A.T.A.), Inc Nov 2020 - Present
    Middleton, Delaware, Us
    Deception And Truth Analysis (D.A.T.A.) provides lightning-fast deception and truth analysis of text-based communications with scientifically-tested, double-blind accuracy of 88.4%.Within private and public markets investing use cases include: rapid identification of the deceptive texts that your research team should pay attention to; as an early warning system for fraud; as a second opinion on your due diligence; as a review of your current portfolio holdings; and a check on governance factors in ESG investing.Our technology is general in application and can also be used to rapidly assess: board of directors documents; legal documents; pitch decks; company presentations; earnings call transcripts; and so on.
  • Value Reporting Foundation
    Framework Board - Member
    Value Reporting Foundation Sep 2016 - Present
    My role on the Framework Board is to recommend for Board sign-off any revisions, modifications or updates to the Value Reporting Foundation's Integrated Reporting Framework. The Board also provides input as requested on other guidance material related to Integrated Reporting and integrated thinking that is developed under the auspices of, coordinated through, or issued by the VRF. The Value Reporting Foundation is a combination of two former organizations: the International Integrated Reporting Council and the Sustainable Accounting Standards Board.Integrated Reporting is a method founded on integrated thinking that results in a periodic integrated report by an organization about value creation over time and related communications regarding aspects of value creation.An integrated report is a concise communication about how an organization’s strategy, governance, performance and prospects, in the context of its external environment, lead to the creation of value in the short, medium and long term.
  • The Sarasota Institute - A 21St Century Think Tank
    Co-Founder
    The Sarasota Institute - A 21St Century Think Tank May 2017 - Nov 2022
    Co-founder, along with world-renowned futurist, David Houle, and godfather of marketing, Philip Kotler. Other members include Harvard Business School's, Gerald Zaltman, and the retired President and COO of the New York Stock Exchange, William Johnston.We are thinking about solutions to the big questions facing the world and the United States today. Specific areas of interest are: technology; public policy; natural resources; marketing & media; intelligence; health care; education; democracy; climate change; and economics.
  • Active Investment Management (Aim) Consulting, Llc
    Ceo
    Active Investment Management (Aim) Consulting, Llc Feb 2019 - Sep 2021
    Active Investment Management (AIM) Consulting, LLC provides the necessary hard and soft skills for active investment managers to compete and deliver alpha to end clients. Services range from developing individual talent, to putting in place the ideal firm structure to unleash the investment philosophies of portfolio managers, to unique new product ideas and development, and much more.Our edge is in sharing the proprietary processes of Lipper #1 and 5-star ranked investment managers. These include unique methods of financial statement analyses, valuations, management interviews, risk assessments, improving decisiveness, performance measurement, and continuous learning.
  • Asoapovo, Llc
    Author/Speaker/Consultant/Board Member
    Asoapovo, Llc Aug 2005 - Feb 2019
    I consult and advise numerous businesses, including fintech startups, predictive analytics companies, hedge funds, bulge-bracket banks, and healthcare companies. Clients include: Quantum Leap Innovations; NuraHealth; Syntoniq; Climate Advisers; MicGoat; Thinknum; Essentia Analytics; and others.Private speaking engagements delivered for hedge funds, bulge-bracket banks, and compliance consultancies on topics ranging from 21st Century Finance; Active Equity Secrets; Creativity; and Meditation.I have a forthcoming co-authored book with C. Thomas Howard, CIO of Athena Investment Management entitled, The Behavioral Investment Analyst. A how-to book that describes how the investment community may integrate behavioral finance into their practice of investing.My book, "The Intuitive Investor: A Radical Guide for Manifesting Wealth"​ a Foreword Reviews finalist for Book of the Year 2010. The book is a hedge fund community favorite. I have authored over 800 articles for the JasonApolloVoss​ investment blog.I am widely quoted in the press, including the Wall Street Journal, Barron's, Smart Money, Investment Advisor, Journal of Private Equity, TheStreet.com, and so on. I have been quoted in, as well as provided feedback for many books including: "Conscious Money"​ by Patricia Aburdene; "Entering the Shift Age"​ by David Houle; "How Do You Pray?"​ by Celeste Yacoboni, and "Creativity on Demand: How to Ignite and Sustain the Fire of Genius" by Michael J. Gelb.
  • Cfa Institute
    Content Director
    Cfa Institute Sep 2011 - Oct 2018
    Charlottesville, Va, Us
    Across the globe I identified, curated, and created compelling investment content for the 150,000+ members of CFA Institute in 150 countries. Lead project manager, researcher, and author for three investment industry first guides: Investment Idea Generation Guide; Meditation Guide for Investment Professionals; and Lie Detection Guide: Theory and Practice for Investment Professionals.Contributor to CFA Institute's most popular online property, The Enterprising Investor, authoring over 260 articles. My work accounts for 1 in 6 of the site's page views, and 40% of its comment traffic.Founding team member of CFA Institute's strategic initiative the Future of Finance. Directly part of the efforts that led to the publishing of the Statement of Investor Rights and the Principles of Investment Reporting. Lead author of The Future State of the Investment Profession, and secondary author on Investment Firm of the Future.Conducted history's first lying/deception research within finance, resulting in two Journal of Behavioral Finance research papers.Co-editor of the John Wiley book, "Valuation Techniques: Discounted Cash Flow, Earnings Quality, Measures of Value Added, and Real Options."​ Also served as draft commentor for "Asian Financial Statement Analysis"​ by Tan and Robinson; and "Behavioral Portfolio Management"​ by C. Thomas Howard.Interviewed by the likes of the Wall Street Journal and MarketPlace Radio in the USA, and BBC's Today Programme and BBC Capital in the UK. Many of my pieces are quoted or referred to by the likes of Bloomberg (Global Chart of the Day); the United States Congress; Barron's; US News & World Report; the Globe and Mail; Morningstar; Abnormal Returns; the Reformed Broker; the Big Picture; and so forth.
  • Eventful Conferences
    Advisory Board Member - Mindful Business Conference
    Eventful Conferences Aug 2015 - May 2016
    Chicago, Illinois, Us
    As a member of the Advisory Board for Eventful's first ever Mindful Business Conference I vetted speakers and topics for the conference. Additionally, I provided advice on the focus, tenor, and approach of the Conference. Other members of the Advisory Board included: Major General Walter Piatt, Director of Operations, U.S. Army; Enid Crystal, V.P. Professional Development, BlackRock; Manish Chopra, Principal, McKinsey; and others.
  • Davis Selected Advisers, L.P.
    Portfolio Manager
    Davis Selected Advisers, L.P. Sep 2000 - Aug 2005
    I was co-portfolio manager of the Davis Appreciation & Income Fund (DAIF). The DAIF bested the NASDAQ by 77.0%, the S&P 500 by 49.1% and the DJIA by 35.9%. Further, the Fund was regularly ranked in the top decile of its investment category and it earned a Lipper #1 ranking. The DAIF was named a Lipper Leader, and was a perennial Morningstar Analyst Pick. The Fund was also one of Morningstar’s first ten mutual funds given its "A" Stewardship Grade.I was regularly quoted in business publications including the Wall Street Journal, Business Week, Reuters, Bloomberg, Individual Investor, Red Herring, the Wall Street Transcript, etc.See www.jasonapollovoss.com/about for a more complete biography.
  • Davis Selected Advisers, L.P.
    Research Analyst
    Davis Selected Advisers, L.P. May 1998 - Sep 2000
    I was a Research Analyst for Davis Selected Advisers, L.P. Though I was considered to be a generalist, the industries that I specialized in included: Entertainment & Media, Oil & Natural Gas, and Cellular Communications Towers. This position led to my being ranked as one of the finest buy side analysts covering Oil & Natural Gas by Reuters. I was promoted to the role of Portfolio Manager in September 2000.
  • Portfolio Management Consultants
    Investment Analyst Intern
    Portfolio Management Consultants May 1997 - May 1998
    Helped to create new portfolio performance measures used to significantly reduce the time spent doing manager search. Part of the team that did the analytical work for major Ernst & Young pension advising project.

Jason Voss, Cfa Skills

Investments Portfolio Management Fixed Income Corporate Finance Valuation Hedge Funds Financial Modeling Financial Analysis Finance Mutual Funds Analysis Bloomberg Investment Management Blogging Behavioral Finance Financial Services Equity Valuation Published Author Financial Markets Asset Management Investment Strategies Financial Research Public Speaking Writing Options Asset Allocation Equity Analysis Mindfulness Meditation Insight Generation Meditation Analytical Skills Lie Detection Leadership Strategy Equities Alternative Investments Nonprofit Organizations Scientific Analysis White Papers Scenario Planning Scientific Writing

Jason Voss, Cfa Education Details

  • University Of Colorado Boulder - Leeds School Of Business
    University Of Colorado Boulder - Leeds School Of Business
    Finance & Accounting
  • University Of Colorado Boulder
    University Of Colorado Boulder
    Economics

Frequently Asked Questions about Jason Voss, Cfa

What company does Jason Voss, Cfa work for?

Jason Voss, Cfa works for Deception And Truth Analysis (D.a.t.a.), Inc

What is Jason Voss, Cfa's role at the current company?

Jason Voss, Cfa's current role is Co-Founder & CEO at Deception And Truth Analysis, Inc..

What is Jason Voss, Cfa's email address?

Jason Voss, Cfa's email address is ja****@****ute.org

What schools did Jason Voss, Cfa attend?

Jason Voss, Cfa attended University Of Colorado Boulder - Leeds School Of Business, University Of Colorado Boulder.

What are some of Jason Voss, Cfa's interests?

Jason Voss, Cfa has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Science And Technology, Human Rights, Animal Welfare, Arts And Culture.

What skills is Jason Voss, Cfa known for?

Jason Voss, Cfa has skills like Investments, Portfolio Management, Fixed Income, Corporate Finance, Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Analysis, Bloomberg.

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