Alternative Investments

Trading Psychology: Using Self-Awareness to Improve Your Investment Process

Thursday, September 19 | 6:00 PM - 8:00 PM

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Overview

If there is one fatal flaw that every investor needs to overcome, it’s a poor mindset.  No matter how good their analysis or their framework, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor.

So how can traders and investors limit their mistakes — and perhaps take advantage of the psychological errors of others?

In this panel, world-renowned experts on trading psychology will share specific advice for investors of all kinds. They will touch on the most common mistakes, and discuss the lessons that we can glean from the latest scientific research. Finally, they will recommend techniques and tactics that can help traders to keep their heads about them.

Agenda

5:30 PM | REGISTRATION & CHECK IN


6:00 PM | INTRODUCTION & WELCOMING REMARKS

Alex Rosenberg, CFA, Editor in chief, Real Vision


6:05 PM | PANEL DISCUSSION

Moderator

Clare Flynn Levy, CEO & Founder, Essentia Analytics

Panelists

Svein Backer, Managing Director of global equities, Lockheed Martin Investment Management

Denise Shull, MA, CEO & Lead Performance Coach, The ReThink Group Inc.

Dr. Gio Valiante, Head Performance Coach, Point72


7:05 PM |  Q&A


7:15 PM |  CLOSING REMARKS

Kris Thiessen, CFA, CAIA, EA, Founder & Managing Partner, Helix Management


7:20 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Learn what recent research suggests about the psychological element of making investment decisions
  • Provide investment decision-makers with techniques that may help them to improve their self-awareness
  • Promote a greater understanding of how different individuals make decisions under pressure