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Schedule of Upcoming Events

 Date  Event
 
 
   

 

Past Events

Date Speaker Affiliation Chair(s) Presentation Title
(Click Title Information for Link)
 10/18/2012  Arnold S. Wood  Martingale Asset 
 Management
 Dan Pomerantz, CFA
 Behavioral Finance and Investment Committees: Ain't 
 Misbehavin Decisions
Presentation Reading List.
 
 10/12/2012

 Dr. E. Ted Prince

 Perth Leadership
 Institute

 Dan Pomerantz, CFA
 Behavioral Revolution in Leadership in the US and Asia
 
 2/8/2012  Avanidhar
 Subrahmanyam
 UCLA Professor  Richard Peterson, MD
 Funding Constraints and Market Efficiency
 
 11/15/2011  Phil Houston  CEO Qverity  Dan Pomerantz,CFA  
 David Bradley, CFA

 Techniques to Detect Deception in the Financial Arena
 
 9/19/2011  Hary Markopolos  Author
 Jim Altenbach, CFA
 Erik Einertson, CFA
 Rama Malladi, CFA
 
 Chasing Bernie Madoff

 6/21/2011
 
 Richard L. Peterson MD  MarketPsych Data  Dan Pomerantz, CFA

 Trading Based on Social Media
 

 3/15/2011

 Meir Statman

 Santa Clara University
 Professor
 Don Steinmann  slides "What Investors Really Want"

 11/1/2010

 Marc Faber

 The Gloom Boom &
 Doom Report
 Jim Altenbach, CFA 
 Erik Einertson, CFA

 Economic Policy Makers Cannot Solve Problems By 
 Using The Same Kind of Thinking They Used When They 
 Created Them

 

 10/13/2010

 Peter Bossaerts

 Caltech Professor  Dan Pomerantz, CFA
 Steve Sapra, CFA

 What Decision Neuroscience Teaches Us About Financial 
 Decision Making

 

 9/30/2010

 James Ware, CFA

 Focus Consulting Group
 Dan Pomerantz, CFA
 Steve Sapra, CFA
 
 After the Crash:  Lessons from Adversity

 9/16/2010

 Paul J. Zak, Ph.D.  

 Claremont University 
 Professor

 Dan Pomerantz, CFA
 Steve Sapra, CFA
 
 "Brains and Bubbles"
 9/10/2010  James Ware  Focus Consulting Group

 CynthiaHarrington, CFA 
 Dan Pomerantz, CFA


 After the Crash:  Lessons from Adversity
 

 8/09/2010

 Anthony Scaramucci

 SkyBridge Capital
 Cynthia Harrington, CFA
 Dan Pomerantz, CFA
 
 "The Economics of Happiness"
 4/13/2010  Leonard Mlodinow  Caltech Professor  Cynthia Harrington, CFA
 Adaptive Markets and the New Investment Paradigm
 

 3/10/2010

 Andrew Lo, PhD. 

 MIT Professor  Cynthia Harrington, CFA  
 "
Adaptive Markets and the New Investment Paradigm.  To view slides, click here.
 

10/27/2009

 Edgar E. Peters

 Global Macro, First 
 Quadrant
 Cynthia Harrington, CFA  
 "Method and Madness:  Integrating Complexity, Behavioral 
 Finance and Efficient Markets
."  To purchase 
 speaker's book(s) click here
 

 6/09/2009

 Werner E Keller, CFA

 Keller Partners LLC  

 "Dynamic Risk Management:  Managing Beta to Improve 
 Alpha
" .   Presentation SlidesWhite Paper.

 5/07/2009

 Whitney Tilson

 
 Co-founder and 
 Chairman of the Value 
 Investing Congress
 
 Jim Altenbach, CFA
 Holmes Osborne, CFA

 "The Housing Crisis:  Where Are We Now, What
  DoestheFuture Hold and How Can One Profit From It?"

 

 4/02/2009

 RichardL.Peterson M.D.; 
 Michele T. Pato, M.D.; 
 Clare Kunny.

 
 Market Psych LLC; 
 Associate  Dean
 of Education, Keck 
 School of Medicine,  LAC + USC; The Getty Museum
 
 Cynthia Harrington, CFA  "Making Good Decisions During Challenging Times".  
 
Thescience and the art of keeping a clear head to 
 make clear decisions. 

 12/02/2008

 Lawrence S. Spiedell, 
 CFA

     "Investing in Frontier Markets"

 11/07/2008

 Michael M. Pompian,
 CFA, CFP.

 Hammond Associates    "The Next Phase of Practical Application
  of Behavioral Finance: Behavioral Investor Types"

 11/05/2008

 Paul Wilmott, Financial 
 Consultant.

     "Where Quants Go Wrong:  Simple Things They
 Should Have Told You at University"

 10/07/2008 

 Stephen T. McClellan, 
 CFA

 Financial Analyst and 
 Author.
 
 "Non-Quantitative Security Analysis:  What
 Professionals and Individuals Overlook in
 Assessing Stocks"
 
 

 

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