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SUMMARY:The Four Pillars of Investor Misbehavior
DESCRIPTION:How do the four primary psychological tendencies affect investment behavior and how can wealth be managed in a manner consistent with the realities of our contextual and behavioral shortcomings? Join us as New York Times Bestselling author of The Behavioral Investor & The Laws of Wealth\, Dr. Daniel Crosby\, will discuss how these four tendencies can be used as guides to building stronger advisor-client engagement with a focus on achieving better outcomes. \n\n\n\nSpeaker Bio: Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book\, Personal Benchmark: Integrating Behavioral Finance and Investment Management\, was a New York Times bestseller. His second book\, The Laws of Wealth\, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work\, The Behavioral Investor\, is a comprehensive look at the neurology\, physiology and psychology of sound financial decision-making.
URL:https://cfanorthcarolina.org/event/the-four-pillars-of-investor-misbehavior/
CATEGORIES:Monthly Meeting,Virtual
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DTSTART;TZID=America/New_York:20220511T163000
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SUMMARY:Coaching Yourself to Success During Volatile Times: Achieve Holistic Success
DESCRIPTION:In our second session\, we will pick up from the first session and help you to create clarity on what personalized holistic success looks like for you\, and how you can move towards it. At the end of this session you will take away: \n\n\n\nA concrete outcome of where you want to go in various dimensions of your life – from career to health\, to relationshipsAn honest understanding of where your gaps areThe first tangible steps that will allow you to move toward your ideal outcomeThe core barriers that will get in your way to achievingUnderlying and everlasting skills you will need to achieve your ideal outcome through constant change\n\n\n\nConcluding this session\, you will understand where you are today and what you value\, where you want to go\, the barriers to success\, and the underlying skills that will help you to stay resilient through constant change.
URL:https://cfanorthcarolina.org/event/coaching-yourself-to-success-during-volatile-times-achieve-holistic-success/
CATEGORIES:Virtual
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DTSTART;TZID=America/New_York:20220517T080000
DTEND;TZID=America/New_York:20220519T170000
DTSTAMP:20260526T172046
CREATED:20211215T194531Z
LAST-MODIFIED:20220216T153916Z
UID:4420-1652774400-1652979600@cfanorthcarolina.org
SUMMARY:CFA Institute Alpha Summit
DESCRIPTION:We’re back – live and in-person – delivering the one-of-kind experience that only CFA Institute can. The content you care about. The speakers who matter. The opportunity to meet\, network\, and connect with like-minded investment professionals. We bring to life our global event series with a hybrid conference that will compel you to think beyond the horizon. \n\n\n\nWe can’t predict the future\, but we can prepare for it and help shape it. Over three days\, Alpha Summit GLOBAL offers multiple networking opportunities surrounding 30 content sessions\, focusing on the investment industry’s biggest challenges and most compelling trends. Unique access to industry luminaries and thought leaders will provide insights on five main themes. This dynamic experience will connect you with the content you need to know\, as – together – we set our vision on shaping the future of our profession – our industry – our lives.
URL:https://cfanorthcarolina.org/event/cfa-institute-alpha-summit/
CATEGORIES:Annual Event,Virtual
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