This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Manish Khatta. Manish Khatta is a quant! A true math geek, Manish has spent his career creating and refining trading strategies built on mathematical computations and number crunching. Manish is a lifelong Potomac employee who started with the firm after college and programmed the initial work behind Potomac’s mechanical trading systems. Fast-forward to today, and he now serves as CEO/CIO of Potomac. Manish is a staunch believer that investment risk is something that can be contained, and conquered, using quantitative trading systems.

Manish Khatta - On Markets and Marketing

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more.

Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/

Standard Deviations is presented by Orion.

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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jean Adshead Grant. Jane is passionate about contributing to the world of work and community through listening generatively to ignite the independent thinking in others. She encourages others to see what is possible rather than what is probable in seeking to achieve their aspirations. Jane’s work has been transformed by her learning and application of the principles of the Time to Think approach in her leadership and coaching. She works with Executives from Associate to the Boardroom, both individuals and teams. Her clients often arrive with dilemmas, insolvable challenges, and no time to think. They leave with new insights, a way forward and feeling inspired to act. Jane is an ambassador for Truly Human Leadership and believes that the Thinking Environment is one of the most dignifying ways of being with another. Jane is described by others as being dedicated to her profession and committed to her purpose in creating environments where everybody matters. Jane has a post graduate diploma in psychological coaching and is a Master Certified Coach with the ICF. She has 30 years’ experience in professional and financial services in people focused roles.

Jane Adshead Grant - Becoming a Better Listener

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis. Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. Lewis spearheads the Women Working in Wealth® social media channels, podcasts and exclusive events. Because of her efforts, Lewis has been honored with 2021’s Investment News 40 Under 40 list and recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA. In her free time, she enjoys practicing yoga, working out, and spending time with her family as a mom of two kids.

Lindsey Lewis - Women and Money

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now based in Edinburgh, heads up the Centre for Behavioural Research at Aegon UK. As a trained social anthropologist with additional training in behavioral economics, he researches how people can make better financial decisions. In Germany, he is known for his book Financial Wellbeing and appearances in media such as Stern and podcasts such as Alles auf Aktien. In the UK, he frequently speaks at financial conferences and is a highly regarded expert in his field. Tom (as he is known in the UK) is married and has two children.

Dr. Thomas Mathar - Financial Wellness vs. Financial Independence

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Philip Courtenay. Philip is a sought after consultant and speaker on financial consumer behavior and the science of financial wellbeing. He has worked with a number of leading financial advisory, insurance and investment management businesses to enhance their offering to clients. 

In addition to his consulting work, Philip is frequently asked to speak at industry conferences and events on behalf of international financial services businesses. He is also an award-winning academic researcher on the influences of financial behavior – having been recognized by Emerald publishing house for his work on the drivers of financial advice-seeking. He is undertaking a PhD at King’s College, London, having received a scholarship from the Economics and Social Research Council. 

Philip has held various roles within the financial services sector – most recently as Head of Marketing Strategy for a London-based wealth management firm. He gained an MBA (with distinction) from Warwick Business School, with a focus on marketing strategy and financial consumer behavior.

Philip Courtenay - Humans and Money

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Derek Griner, a psychologist, associate training director and clinical professor at Brigham Young University. Derek Griner is a practicing board-certified counseling psychologist with significant CFT experience. His research focuses on diversity issues for which he received APA’s Division 17 award for excellence in scholarship.

Manish Khatta - On Markets and Marketing

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