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Resilient Investing: Lessons From Behavioral Finance
April 26, 2022
Time: 10:00 am | Cost: Free
Speaker: Michael Pompian, founder and chief investment officer of Sunpointe Investments.
When it comes to wealth management, we all are prone to what feels like a laundry list of less-than-ideal investment behaviors: confirmation bias, framing issues, and overconfidence. Learn from our seasoned financial advisors how failing to acknowledge that we sometimes want more than money from our investments can lead to costly mistakes.
About the Presenter:
Michael Pompian, CFA, CAIA, CFP, is the founder and chief investment officer of Sunpointe Investments, an investment advisory firm to entrepreneurs, corporate executives, and multi-generational families, based in St. Louis, Missouri. He is the creator of the Pompian Behavioral Model of investor classification, as well as the author of five books on behavioral finance, including his latest Behavioral Finance and Your Portfolio (Wiley, 2021).
As an experienced advisor, author, and pioneering researcher on the topics of behavioral finance and emotional investing, Michael has lectured on the practical application of behavioral finance world-wide. Recognized as a global authority, he has authored the CFAExam Level III course curriculum in Behavioral Finance, has been published in journals such as The Journal of Wealth Managementand Journal of Financial Planning, and wrote a monthly column on investing for Morningstar for 12 years. His work currently features in the curricula at Harvard, Duke, and Dartmouth.
His books have helped thousands of financial advisors across the globe build better relationships with their clients. His newest work is designed to help individual investors recognize and better manage their investing biases, either independently or with their financial advisors.
Michael Pompian earned his MBA in Finance from Tulane University and a B.S. in Management from the University of New Hampshire. Outside work, Michael loves everything sports related: from watching and coaching youth sports to playing competitive tennis. Along with a family of three teenagers, he has two actively managed poodles and 6 passively managed guitars.
Questions?
marketing@elevate-wealth.com