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rchandran2ParticipantThursday, April 5 at 10:59 PMPost count: 1
Your Contact Information Name Ravi Chandran firstname.lastname@example.org Event Details Event Title Behavorial Finance: Money Manager Biases Event Start Date 07/16/2018 Start Time 05:00 pm Event Duration 4 Hours Event End Time 09:00 pm Interest Group / Series
- Business Management
- Career Development
- Private Wealth Management
Event Type Select Event Type Series Event Location Room Request 3 Rooms (fits up to 200) Expected Attendees 100+ Livestream and/or Recorded Event? Yes Organizers Key Organizers Name Title/Firm OR Volunteer Title Phone Ravi Chandran Chair Private Wealth Management Group Ravichandran2@verizon.net 917-763-4286 Additional Organizers (If Any) Name Title/Firm OR Volunteer Title Phone Stephen Mayrose Vice Chair Private Wealth Management Group Stephen.Mayrose@morganstanley.com 732-936-3362 Communications Secretary & Content Secretary Communications Secretary Name Ravi Chandran Ravichandran2@verizon.net Content Secretary Name Ravi Chandran Ravichandran2@verizon.net Event Overview Keywords for Marketing Behavior, Clients, Bias, emotions Description of Program Investment Managers and Financial Advisors not only need good cognitive and technical skills to achieve success, but also a strong emotional and moral footing. Attendees to this workshop will learn about how to develop emotional and moral intelligence and competence through the principles of integrity, responsibility, compassion, and forgiveness. Self-development on these issues can aide participants in their counsel and advisement of clients. Learning Outcome Statements (LOS): 3-5 Bullet Points Development of emotional and moral intelligence and competence through the principles of integrity, responsibility, compassion, and forgiveness. Agenda (If Available) Opening Keynote
Speaker Details Number of Speakers Expected 4-5 Potential Speakers Select Type from drop-down. Add as needed. PM Level Asset Owner/ C- Level Buy Side Manager Add Speakers POTENTIAL Speakers Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role Asset Owner Panelist CONFIRMED Speakers Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role Asset Owner Panelist Is the press permitted to register for this event? Unsure Partners & Sponsors Potential Partners & Sponsors Partner/Sponsor Name Confirmed? Contact Person: Name/Title Who Has the Relationship? (May be N/A) Kaplan No Marcus Schmitz email@example.com CFA NY Terms & Conditions I have read the proposal Terms & Conditions and I understand the CFANY Code of Conduct. I agree to abide by the rules described above and understand that I may be removed as a volunteer, member or employee if I violate any of these rules.
- I understand and agree.
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