VIRTUAL EVENTS
Behavioral Risk Exposed
The risk hiding in plain sight isn’t financial.
It’s human.
Markets aren’t moved by numbers alone.
They’re driven by belief, emotion, and stories.
That’s a risk most investors miss – because they don’t know how to measure it.
In the presentation, Julian Koski, CIO and co-founder of New Age Alpha, will show you how to avoid the detrimental effects of human behavior on your portfolios. You will learn how to measure it, how to avoid it, and how to build portfolios that we believe can outperform.
SUMMARY
Topics covered will include:
- The h-factor, a risk traditional models don’t show. Learn how inflated expectations create a disconnect that puts portfolios at risk
- How behavioral risk builds quietly. Prices rise on belief long before they fall on fundamentals
- A disciplined methodology. We apply actuarial science to calculate the probability that a company will fail to deliver what its stock price implies
- A new way forward. Beyond stock picking. Beyond indexing. A transparent approach built to avoid losers
- Tools you can use today. Discover how advisors are using the h-factor system
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Julian Koski
Co-Founder and Chief Investment OfficerNew Age Alpha
Kirsten Chang
Senior Industry AnalystVettaFi
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