Behavioral Finance: What Good Is It?

From the 2008 CFA Institute Annual Conference

In this podcast, Jason Zweig, Meir Statman, and Arnold S. Wood discuss the following:
  • Preventing judgmental errors or creating alpha: What opportunities are available?
  • How can behavioral finance help advisers educate and guide investors?
  • What does behavioral finance tell us about what investors really want, and how can investment professionals apply this knowledge?

This podcast is a 61-minute panel discussion.

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Speakers

Photo of Meir Statman

Meir Statman is Glenn Klimek Professor of Finance at the Leavey School of Business at Santa Clara University. His widely published research focuses on behavioral finance and has been supported by the National Science Foundation, the Research Foundation of CFA Institute, and the Dean Witter Foundation. Professor Statman is a member of the Editorial Board of the Financial Analysts Journal, which twice awarded him with the Graham and Dodd Award of Excellence. He holds a BA and an MBA from Hebrew University and a PhD from Columbia University.

Photo of Arnold S. Wood

Arnold S. Wood is a founding partner, president, and CEO of Martingale Asset Management, LP. Previously, he was an owner trustee and senior vice president at Batterymarch Financial Management, where he was a global investment strategist and portfolio manager. Mr. Wood was a governor of CFA Institute, a chairman of the Financial Analysts Federation, and a founding member and president of the CFA Institute International Society of Security Analysts. He is a recipient of the CFA Institute Daniel J. Forrestal III Leadership Award and Leadership in Global Investing Award. Mr. Wood is a graduate of Trinity College and attended the Amos Tuck School of Business Administration at Dartmouth College.

Photo of Jason Zweig

Jason Zweig is a senior writer at Money Magazine and has been a guest columnist for Time and CNN.com. Previously, he served as the mutual funds editor at Forbes. Mr. Zweig's new book on the neuroscience of financial decision making, Your Money and Your Brain, was published in September 2007. He is also editor of the revised edition of Benjamin Graham's The Intelligent Investor. A frequent commentator on radio and television, Mr. Zweig is the 2006 recipient of the lifetime achievement award for investor education from the Mutual Fund Education Alliance. He holds a BA from Columbia College.

This information was accurate as of the date of the recording.

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Topics

  • Portfolio Management
  • Private Wealth Management
  • Behavioral Finance

Details

Length: 1hr 1min
Posted: 5/27/2008
Recorded On: 5/12/2008
CE Credits: 1 CE
Formats:
  • Audio Podcast

Price (USD)

Members: FREE
CFA Program Candidates: $25.00
Standard Rate: $35.00