Know Thyself: Optimizing Your Investment Committee’s Performance with Behavioral Finance

Understanding behavioral finance can be extraordinarily empowering for any investor. For an investment committee, it can be a key to healthy group dynamics, clear decision-making, and optimal performance. Join Joel Moore, senior financial advisor, Nicole K. Ball, philanthropic strategist, and William Jarvis, managing director, in an interactive session to show how you can apply behavioral finance principles and optimize your investment committee’s effectiveness and impact.

Learning Objectives

  • Understand the core responsibilities of an investment committee member
  • Learn why our unique investment personalities are important and discover your own
  • Gain techniques to help make sure each member’s unique personality is heard and leads to collective success 
Date & Time: 
Thursday, June 4, 2020 -
9:30am to 10:45am EDT
Room: 
Hart/Shields