Training the Investor Brain: Tactics To Manage Client Emotions – Brandes – 7.31.18

Summary:

Now On Demand.

Investing can evoke impractical behaviors brought on by emotions versus facts and knowledge. Join us for this session: “Tactics To Manage Client Emotions” where you will:

  • Discover how behavioral biases can damage clients’ chances of long-term investment success
  • Learn ways to address and overcome common investor misperceptions while encouraging rational decision-making
  • Identify tools to help keep clients on track


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Bob Schmidt
Manager
Brandes Institute
Bob Schmidt oversees project research and analysis, development of publications and presentations, and special events for the Brandes Institute, a division of the firm that seeks to develop ideas and research to expand the investment community’s understanding of market behavior and portfolio management. Mr. Schmidt’s roles prior to joining Brandes include Head Writer with Nicholas-Applegate Capital Management, Associate Vice President with Western Financial Corp., and Editor for PRNewswire. Mr. Schmidt earned a BA (magna cum laude) from Duquesne University and an MA from California State University, San Marcos. His relevant experience began in 1990, and he joined Brandes Investment Partners in 2000.
Matt Johnson
Director
Private Client Sales, Brandes Investment Partners L.P.
Matthew Johnson is the Director, Private Client Sales, at Brandes Investment Partners, L.P. His responsibilities includes sales management, product distribution, and business development, as well as developing strategy and planning and executing the firm’s field sales efforts. Previously, Mr. Johnson was a Product Manager for Brandes’ Global, Global Balanced, and U.S. Equity strategies. He also held the position of Brandes’ Regional Director of Marketing and Client Services. Mr. Johnson received his JD from Santa Clara University and is a graduate of the University of Notre Dame. His relevant experience began in 1993 and he joined Brandes the same year.

Overview:
Title: Training the Investor Brain: Tactics To Manage Client Emotions
Date: Tuesday, July 31, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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