[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.
Join Behavioral Finance Thought Leaders for part 2 of our webinar series.
• Learn why portfolio planning can help eliminate costly behavioral mistakes
• Identify industry conventions that work against the goal of growth
• See why traditional approaches to portfolio management are not working
• Recognize the importance of a dynamic portfolio to prepare for market changes
• Understand how to incorporate behavioral factors into portfolio design
• Review strategies designed to address investor behaviors
Presenters:
- C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest
- Marc Odo, CFA®, FRM, CAIA, CIPM, CFP® Client Portfolio Manager of Swan Global Investments
- Lambert Bunker, Vice President AthenaInvest
- Moderator: Jean Heath, Managing Director, Head of Asset Manager Network, Envestnet