The Next Phase of Practical Application of Behavioral Finance:
Behavioral Investor Types
Friday, November 7, 2008
Behavioral Investor Types
Friday, November 7, 2008
In today's marketplace, it is clear that advisors earn their value by helping the mental positioning of their clients in the face of such turmoil. The Applied Behavioral Finance Group (A community of of the CFA Society of Los Angeles) looks to identify practical applications of behavioral finance research that will be of help to our professional advisory community
We are pleased to announce that Michael M. Pompian, CFA, CFP® of Hammond Associates and author of Behavioral Finance and Wealth Management will present some of his latest research at an Applied Behavioral Finance Group luncheon. Pompian's work in applying the principles of behavioral finance is uniquely suited for anyone who advises investors. His talk will give an overview of behavioral finance and common biases, and then he will detail his work in classifying investor by their behavioral investor type. Michael is Director of the Private Wealth Practice and a Principal Consultant at Hammond Associates, an investment consulting firm with over $55 billion of assets under advisement. His duties include servicing the firm’s largest family office clients, as well as directing the activities of the private wealth practice. He earned an MBA in Finance from Tulane University and graduated from the University of New Hampshire with a BS degree in Management. Prior to joining Hammond Associates, Michael was a Wealth Management Advisor with Merrill Lynch and a private banker with PNC Private Bank. Prior to these positions, Michael was on the investment staff of a family office. Michael has written and published several articles in the Journal of Wealth Management and the Journal of Financial Planning. He has been quoted in Money Magazine, The New York Times, and other media outlets including CNBC.
Time:
12:00pm -1:30pm
12:00pm -1:30pm
Registration Fees:
Pre-registration by November 5th: CFALA Members $25.00/Non-Members $45.00
November 6th and after: CFALA Members: $35.00/Non-members $55.00
Pre-registration by November 5th: CFALA Members $25.00/Non-Members $45.00
November 6th and after: CFALA Members: $35.00/Non-members $55.00
Location:
Omni Hotel, Downtown Los Angeles
251 S. Olive Street
Parking:
Hotel Valet $12.00
Omni Hotel, Downtown Los Angeles
251 S. Olive Street
Parking:
Hotel Valet $12.00
