Santa Barbara Breakfast Meeting - Fear and Greed: Why Investors Do What They Do
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A Santa Barbara Group Sponsored Event
Breakfast sandwiches, coffee, and refreshments will be provided.
Behavioral finance combines psychology and finance – contending that preconceptions and cognitive errors lead investors to misinterpret events and overlook opportunities. While behavioral finance is relatively new to most investors, its basic premise is not. In fact, fundamentals of behavioral finance are as old as mankind itself. The dynamics of human nature – the ingrained switches that trigger powerful emotions of love, hate, greed, courage, fear – are largely unchanged; only the settings in which we play them out are different.
Raife Giovinazzo, CFA, PhD | Raife Giovinazzo has been in the industry since 1995 and currently serves as a partner and the lead portfolio manager of the Behavioral Small-Cap Equity Fund at Fuller & Thaler. He is also responsible for research using market insights and behavioral finance to enhance the investment processes. Prior to joining Fuller & Thaler, Dr. Giovinazzo was a researcher and co-portfolio manager with Blackrock's Scientific Active Equity group (formerly Barclays Global Investors). His previous experience also includes investment and consulting work with Wellington Management, Marsh & McLennan, and Mercer Management Consulting (now Oliver Wyman). Dr. Giovinazzo received his BA in sociology from Princeton, and his MBA in analytic finance, economics, and statistics, as well as a PhD in finance from the Booth School of Business at the University of Chicago. He wrote his undergraduate thesis for Dr. Kahneman (winner of the 2002 Nobel Prize in Economics) while at Princeton, and Dr. Thaler ("Father of Behavioral Finance“, and winner of the 2017 Nobel Prize in Economics) was his dissertation co-chair at the University of Chicago. Back To Top ^^
Breakfast sandwiches, coffee, and refreshments will be provided.
Behavioral finance combines psychology and finance – contending that preconceptions and cognitive errors lead investors to misinterpret events and overlook opportunities. While behavioral finance is relatively new to most investors, its basic premise is not. In fact, fundamentals of behavioral finance are as old as mankind itself. The dynamics of human nature – the ingrained switches that trigger powerful emotions of love, hate, greed, courage, fear – are largely unchanged; only the settings in which we play them out are different.
Raife Giovinazzo, CFA, PhD | Raife Giovinazzo has been in the industry since 1995 and currently serves as a partner and the lead portfolio manager of the Behavioral Small-Cap Equity Fund at Fuller & Thaler. He is also responsible for research using market insights and behavioral finance to enhance the investment processes. Prior to joining Fuller & Thaler, Dr. Giovinazzo was a researcher and co-portfolio manager with Blackrock's Scientific Active Equity group (formerly Barclays Global Investors). His previous experience also includes investment and consulting work with Wellington Management, Marsh & McLennan, and Mercer Management Consulting (now Oliver Wyman). Dr. Giovinazzo received his BA in sociology from Princeton, and his MBA in analytic finance, economics, and statistics, as well as a PhD in finance from the Booth School of Business at the University of Chicago. He wrote his undergraduate thesis for Dr. Kahneman (winner of the 2002 Nobel Prize in Economics) while at Princeton, and Dr. Thaler ("Father of Behavioral Finance“, and winner of the 2017 Nobel Prize in Economics) was his dissertation co-chair at the University of Chicago. Back To Top ^^|
Registration Fees |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
