Making Good Decisions During Challenging Times
The science and the art of keeping a clear head to make clear decisions

Thursday, April 2, 2009
4:30 - 7:00 pm

Moderator:
Cynthia Harrington, CFA
Cynthia Harrington Coaching LLC

Panelists:
Richard L. Peterson M.D.
MarketPsych LLC

Michele T. Pato, M.D.,
Associate Dean of Education, Dept. of Psychiatry and the Behavioral Sciences, Keck School of Medicine, LAC+USC

Clare Kunny
Head, Public Education and Teaching, Getty Museum

Event Chair:  Cynthia Harrington, CFA
 
“May you live in interesting times.”
Chinese blessing
 
There is no doubt that we live in those interesting times and that these times are a global phenomenon. Everyone, everywhere, is affected in some way by the deleveraging and economic slowdown. But the financial sector is taking the lion’s share of the impact of the wrenching change.
 
Still, professionals in our business have the responsibility to make major decisions, and daily. Clarity of thinking depends on the ability to stay calm, focused, and flexible. Extraordinary times call for renewed attention to the practice of calming, and uber extraordinary times call for a refresher course on skills.
 
On April 2, this panel of experts will talk about the science and the art of keeping a clear head to make clear decisions. The presentations provide the scientific basis for calming techniques, as well as tips and tools that can be applied immediately in situations with clients, colleagues and committees.
  
Michele T. Pato, M.D. teaches techniques that direct the brain to clear thinking. Clare Kunny of the Getty Museum, shows how art reminds us that the beauties and solace of life still have powers to revive our spirit and increases the quality of life. The interactive session will be moderated by a leader in the field of the brain and financial decision making, Richard Peterson, M.D., author of Inside the Investor's Brain.

Biographies
Michele T. Pato, M.D., is the Associate Dean for Academic Scholarship for the Keck School of Medicine of USC and Associate Chair of Education, Department of Psychiatry and the Behavioral Sciences. Dr. Pato is nationally known for studying and developing treatment models that incorporate understanding of genetics, behavior, and social stressors.   Research, administration, and teaching are the three main focuses of Dr. Pato's professional life. As the Associate Dean, she oversees the development of teaching skill for faculty, as well as teaches and administers the educational programs for Psychiatry and Behavioral Sciences. She is known as both a caring clinician and a devoted mentor.  For 25 years she has collaborated on groundbreaking research on the roles of genetics and environment on the functions of the brain and the mind. Dr. Pato got her Sc.B. in Psychology at Brown University and her M.D. at the University of Cincinnati.
 

Cynthia Harrington, CFA, founder and principal coach of the firm bearing her name, brings thirty years experience in asset management and investment counsel to the practice. Her firm Harrington Capital Management followed a large cap value style, using a market behavioral model for timing of purchases and sales. Cynthia advised the high net worth and small institution market at Bear Stearns and Piper Jaffray before founding Harrington Capital Management. She holds the designation of chartered financial analyst (CFA) and was a Certified Fraud Examiner (CFE) through 2008.

An award winning journalist, Cynthia has interviewed the best and brightest.  Over 400 of her articles appear in publications such as CFA Magazine, Fraud Magazine, Accounting Today, Financial Engineering News, and Journal of Accountancy.  Her article “The Value Proposition of Sarbanes Oxley” was cited by the Editorial Board of the Journal of Accountancy as one of the best articles of 2005.

She is co-author of the CFA Program textbook Corporate Finance, and lead author of the self study course "Financial Statement Fraud" for the Association of Certified Fraud Examiners.

Cynthia's feature articles on behavioral finance were well received. “Beyond Belief: Pioneering Insights into Behavioral Finance” appeared in Sept.-Oct. 2003; and “Best Behavior” in March 2006, in CFA Magazine. 

As Board member and Program Chair of the Applied Behavioral Finance Group of CFALA, she is active in attracting speakers from the practitioner as well as academic community in Southern California and globally.     

 

Clare Kunny, is a leading museum educator and Manager of Public Education and Teaching at the Getty Museum. In 2003, Ms. Kunny joined The J. Paul Getty Museum's Education Department as Manager of Public Education and Teaching, after serving 17 years in the Department of Education at The Art Institute of Chicago. Ms. Kunny's work in Chicago was devoted to lecturing on the collection and special exhibitions, primarily with adult audiences. She left Chicago as the Associate Director in the Education Department in charge of adult programs, serving as education point-person on programs related to exhibitions of Spanish and Pre-Columbian art. Ms. Kunny holds an M.A. in art history from the University of Chicago, and has completed doctoral coursework at the University of Illinois at Chicago, specializing in colonial Mexican art. A longstanding member of College Art Association, and the Association of American Museums, Ms. Kunny chairs sessions and presents papers on art, and museum education.
 
Richard L. Peterson MD is the Managing Director of MarketPsy Capital LLC, a psychology-based asset management firm. He also serves as the Managing Partner at MarketPsych LLC, where he trains groups of portfolio managers, analysts, executives, and traders in emotion management and intuitive decision skills. He is the author of the book, Inside the Investor's Brain (Wiley, 2007), which was praised as "outstanding" by Barrons. His neuroeconomics research has been published in leading academic journals and textbooks, and he is an Associate Editor of the Journal of Behavioral Finance. He is academically affiliated with the UC Berkeley Center for Innovative Financial Technology and Claremont Graduate University Center for Neuroeconomics Studies. He holds degrees in Electrical Engineering (BS), Arts (BA), and Medicine (MD) from the University of Texas.  He performed a postdoctoral neuroeconomics fellowship at Stanford University and is Board-certified in psychiatry.
*Dr Uttam K. Sinha is no longer able to participate as a panelist. Dr. Sinha will be replaced by Richard L. Peterson MD. Cynthia Harrington, CFA will be the moderator for the event.
Members: $20.00 
Non-Members: $40.00
 
Time:
4:30 - 6:00 pm Panel Discussion
6:00 - 7:00 pm Networking reception
 
Location: Omni Hotel Downtown Los Angeles
251 S. Olive Street 
Parking: Hotel Valet $12. 

Payment Information:
Payment methods accepted:  Visa/Mastercard, American Express and Discover. 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, 350 S. Grand Ave, Suite 1680, Los Angeles CA 90071.
Credit card payments will not  be accepted, nor should be given, by phone or email.

 

 

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