Investment Decisions and Behavioral Finance (BeFi): Shining a Light on Your Blind Spots
People make mistakes. And these mistakes are not random. Behavioral Finance is the study of when investors are likely to make a mistake, and what mistake they are likely to make. We will discuss the psychological research on when people are likely to over-react, versus under-react to information. And we’ll talk about how to apply that knowledge to investing. How to help clients (and yourself) avoid mistakes. And how to invest where others stumble.
Raife Giovinazzo | Raife Giovinazzo, CFA, PhD
Dr. Giovinazzo is responsible for managing Fuller & Thaler’s Behavioral Small Cap Equity strategy. He conducts research at Fuller & Thaler, using market insights and behavioral finance to enhance the investment processes at the firm and manage our research portfolios. Dr. Giovinazzo has over 14 years of financial industry experience. 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") was his dissertation co-chair at the University of Chicago. Dr. Giovinazzo holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He is an owner of the firm and a member of the Board of Director. Back To Top ^^
$25 (Member) | $50 (Non-Member)
Part 2 of 6 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
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CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
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Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 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.|