Psychological Influences on Investor Decisions
From the 2008 Asset Allocation for Private Clients conference
In this webcast, Jean L.P. Brunel, CFA, discusses the following:
- Using (inadequate) current tools for optimizing private client portfolios
- Understanding changing client needs and risk over a lifetime
- Developing a goal-oriented approach to asset allocation
This webcast comprises a 47-minute presentation and a 14-minute question-and-answer session.
Speaker
Jean L.P. Brunel, CFA, is the managing principal of Brunel Associates, a firm offering wealth management consulting services to ultra-affluent individuals. Previously, he worked at U.S. Bankcorp as chief investment officer of private asset management and at J.P. Morgan where he focused on issues of special concern to individual investors. Mr. Brunel is the editor of the Journal of Wealth Management and is a trustee of the Research Foundation of CFA Institute. He also authored the book Integrated Wealth Management: The New Direction for Portfolio Managers. A graduate of École des Hautes Études Commerciales in France, Mr. Brunel holds an MBA from the Kellogg Graduate School of Management at Northwestern University.
This information is accurate as of the date of recording.
Play
Topics
- Portfolio Management
- Private Wealth Management
- Behavioral Finance
Details
| Length: |
1hr 1min |
| Posted: |
12/23/2008 |
| Recorded On: |
11/19/2008 |
| CE Credits: |
1 CE |
| Formats: |
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Price (USD)
| Members: |
FREE |
| CFA Program Candidates: |
$25.00 |
| Standard Rate: |
$35.00 |