Ashby Monk

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DISC Type : cd

Chair, Finance Commission at Town of Los Gatos

Los Gatos, California, United States

Overview

Ashby Monk is the Executive and Research Director of the Stanford Long-Term Investing initiative, where he focuses on improving the governance and design of institutional investment organizations. Holding a PhD from the University of Oxford, he is a prolific author and co-founder of several companies that use technology to enhance investment decision-making.

Outside of his academic and entrepreneurial work, Ashby tells people he majored in rowing at Princeton University. He is deeply engaged in the practical application of his research, frequently advising the worlds largest pension and sovereign wealth funds, and has traveled to Australia over 55 times for his work.

Interesting fact: In addition to his academic roles, Ashby has co-founded numerous companies, including Long Game Savings, which was acquired by Truist.

Personality Overview

Upfront

Demanding

ROI Conscious

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Asset Owner Innovation
He researches and writes extensively on how large-scale asset owners, like pensions and sovereign wealth funds, can innovate their strategies and organizational design.
Long-Term Investing
He leads the Stanford Research Initiative on Long-Term Investing and co-created a fellowship to bring new talent into public pension plans.
AI in Investing
He believes advanced analytics and AI can revolutionize investment decision-making for large institutions, a frequent topic in his recent podcast interviews.

Media Appearances

Ashby has no verified media appearances

Work History

1-2026
Chair, Finance Commission at Town of Los Gatos
1-2025 - 1-2026
Vice Chair, Finance Commission at Town of Los Gatos
1-2024 - 1-2025
Resident Member, Finance Commission at Town of Los Gatos
7-2023 - 6-2025
Senior Advisor at Addepar
6-2023
Assistant To The Traveling Secretary at KDX Management LLC

Education

2005 - 2008
PhD from University of Oxford
2003 - 2004
MA from University of Paris I: Panthéon-Sorbonne

More Information

Social Presence :

Prographics :

Exp : 17 Location : Los Gatos, California, United States Job Level : Senior Designation : Chair, Finance Commission at Town of Los Gatos
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Insights For Selling To Ashby

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Highlight the competitive differentiation of your product
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ashby is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Ashby

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Ashby move?

  • Their decision making speed is somewhere in the middle.
  • Can Ashby take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Ashby

Personality Compatibility


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