Alternative Investments

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

September 19, 2019 | 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

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.