The November 2019 Investment Planning Knowledge Circle will be held on Tuesday, November 26th at 3 pm ET.
Guest speaker C. Thomas Howard, PhD with AthenaInvest will be presenting, "Return of the Active Manager: A Behavioral Approach."
The ROAM webinar is aimed at equity teams who currently are or wish to become truly active and strive to generate alpha for their investors, while avoiding the temptation to turn themselves into closet indexers. Dr. Howard provides specific behavioral recommendations for how this can be done by means of restructuring various aspects of investment management, from client financial planning, to portfolio construction, to asset allocation, to manager selection, to security analysis, to portfolio management.
Key Topics that will be covered include:
- Our Ancient Brain
- Behavior is the Key at Every Stage:
- Behavioral Financial Markets
- Financial Planning
- Client Advising
- Manager Selection and Evaluation
- Portfolio Management
- Let your managers ROAM!
C. Thomas Howard, PhD is the CEO and Chief Investment Officer of AthenaInvest and the architect of the unique methodology that underlies Athena’s patented behavioral investment approach. Building upon the Nobel Prize winning research of Daniel Kahneman, Tom is a pioneer in the application of behavioral finance to investment management and the author of the book, Behavioral Portfolio Management and co-author of Return of the Active Manager. Dr. Howard is a Professor Emeritus at the Reiman School of Finance, Daniels College of Business, University of Denver. As a well-known thought leader in Behavioral Finance, Tom speaks at national industry conferences and is often featured in major publications.