Investment Decisions and Behavioral Finance (BeFi): Shining a Light on Your Blind Spots

APR
04
Wednesday, 4:00 pm - 7:00 pm
 
Location: Millennium Biltmore Hotel Los Angeles
506 South Grand Avenue
Los Angeles, CA 90071-2607
 
Speaker: Raife Giovinazzo, CFA, PhD
 
Time: 4:00 pm - 4:30 pm: Networking
4:30 pm - 6:00 pm: Presentation
6:00 pm - 7:00 pm: Networking/Cocktails
 
Dress: Business Casual
   
 
Add to Calendar 04/04/2018 4:00 PM 04/04/2018 7:00 pM America/Los_Angeles Investment Decisions and Behavioral Finance (BeFi): Shining a Light on your Blind Spots Century City CFALA info@cfala.org false MM/DD/YYYY
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.

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 DirectorBack To Top ^^

 

Registration Fees
$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
Parking Information
TBA
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: 
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.
 
Series Chairs: 
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Event Co Chairs:
Lauren Semeniuta, CFA and Jon Rugg, CFA
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.
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