Behavorial Finance: Money Manager Biases

Behavorial Finance: Money Manager Biases2018-04-09T09:40:15+00:00

Forums Event Proposals New Submissions Behavorial Finance: Money Manager Biases

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    https://www.cfany.org/pdf/5a4c117e458ee/2617/

    Your Contact Information
    Name
      Ravi Chandran
    Email
      ravichandran2@verizon.net
    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 Email Phone
    Ravi Chandran Chair Private Wealth Management Group Ravichandran2@verizon.net 917-763-4286

    Additional Organizers (If Any)
     

    Name Title/Firm OR Volunteer Title Email Phone
    Stephen Mayrose Vice Chair Private Wealth Management Group Stephen.Mayrose@morganstanley.com 732-936-3362

    Communications Secretary & Content Secretary
    Communications Secretary
     

    Name Email
    Ravi Chandran Ravichandran2@verizon.net

    Content Secretary
     

    Name Email
    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

    Main Program

    Closing 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 Email Who Has the Relationship? (May be N/A)
    Kaplan No Marcus Schmitz marcus.schmitz@kaplan.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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