Education Luncheon
Join us on Thursday, November 7, 2024
Decision Economics: A behaviorally informed framework for investment decision making
Can you separate ‘what you think’ from ‘how you feel’ when making investment recommendations? It’s more difficult than you might think – after all we’re humans, not robots. But, it is critical to driving success in money management. Why? Because in the investment domain, probabilities matter more than our preferences. The combination of fees and unforced errors due to behavioral mistakes can make it challenging to meet return objectives.
Decision Economics examines 5 five key areas of the investment decision process where behavioral mistakes cluster and opportunities to deliver incremental return are most abundant. The program provides you with a probability-based framework of five best practices that will enable you to create a definable, defendable and repeatable investment decision process which is critical in a heightened regulatory environment.
In an age of commoditized advice, Decision Economics can help you differentiate yourself from the competition.
Can you separate ‘what you think’ from ‘how you feel’ when making investment recommendations? It’s more difficult than you might think – after all we’re humans, not robots. But, it is critical to driving success in money management. Why? Because in the investment domain, probabilities matter more than our preferences. The combination of fees and unforced errors due to behavioral mistakes can make it challenging to meet return objectives.
Decision Economics examines 5 five key areas of the investment decision process where behavioral mistakes cluster and opportunities to deliver incremental return are most abundant. The program provides you with a probability-based framework of five best practices that will enable you to create a definable, defendable and repeatable investment decision process which is critical in a heightened regulatory environment.
In an age of commoditized advice, Decision Economics can help you differentiate yourself from the competition.
Learning Objective
- Gain an understanding of the 5 “decision traps” where behavioral mistakes cluster and opportunities for incremental return are greatest.
- Learn 5 “best practices” to help you avoid the decision traps and behavioral mistakes and recognize opportunities to capitalize on them.
- Understand how to build and scale a definable, repeatable investment decision process using a probability-based framework.
- Gain an understanding of the 5 “decision traps” where behavioral mistakes cluster and opportunities for incremental return are greatest.
- Learn 5 “best practices” to help you avoid the decision traps and behavioral mistakes and recognize opportunities to capitalize on them.
- Understand how to build and scale a definable, repeatable investment decision process using a probability-based framework.
Location
Max Downton
185 Asylum Street, Hartford, CT 06103
185 Asylum Street, Hartford, CT 06103
Date & Time
Thurs, November 7, 2024
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
SCHEDULE:
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
Gabriele Vincenzo, CFA
Investment Consultant
John Hancock Investments
Investment Consultant
John Hancock Investments
GUEST SPEAKER
Gabriele Vincenzo, CFA
Investment Consultant
John Hancock Investments
Gabe Vincenzo is an Investment Consultant for John Hancock Investments. In his role, Gabe provides consultative, analytical and educational portfolio construction guidance to financial advisors. The portfolio construction guidance Gabe delivers is informed by the broader John Hancock Investments organization which is a world‐class provider of asset management solutions, utilizing a unique best‐of‐breed, “manager of managers” model with an asset allocation mindset.
Previously, Gabe spent over five years at Natixis, where he helped to build out the firm’s Portfolio Consulting capabilities in the U.S. and abroad. As a Portfolio Consultant at Natixis, he conducted meetings with financial advisors to provide customized analysis of their model portfolios.
Prior to joining Natixis, Gabe spent 10 years at Fidelity Investments in various roles. Chief among them was his work as the investment specialist for the firm’s tactical asset allocation products. After Fidelity, Gabe joined Wellington Management Company where he again worked with the firm’s asset allocation team.
Gabe holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and of the CFA Institute.
Education:
M.B.A., Columbia Business School and London Business School;
B.S., Finance & Marketing, University of Southern California
Gabe holds Series 7 and 63 licenses.
Joined Manulife Financial: 2014
Began Investment Career: 1992
Gabriele Vincenzo, CFA
Investment Consultant
John Hancock Investments
Gabe Vincenzo is an Investment Consultant for John Hancock Investments. In his role, Gabe provides consultative, analytical and educational portfolio construction guidance to financial advisors. The portfolio construction guidance Gabe delivers is informed by the broader John Hancock Investments organization which is a world‐class provider of asset management solutions, utilizing a unique best‐of‐breed, “manager of managers” model with an asset allocation mindset.
Previously, Gabe spent over five years at Natixis, where he helped to build out the firm’s Portfolio Consulting capabilities in the U.S. and abroad. As a Portfolio Consultant at Natixis, he conducted meetings with financial advisors to provide customized analysis of their model portfolios.
Prior to joining Natixis, Gabe spent 10 years at Fidelity Investments in various roles. Chief among them was his work as the investment specialist for the firm’s tactical asset allocation products. After Fidelity, Gabe joined Wellington Management Company where he again worked with the firm’s asset allocation team.
Gabe holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and of the CFA Institute.
Education:
M.B.A., Columbia Business School and London Business School;
B.S., Finance & Marketing, University of Southern California
Gabe holds Series 7 and 63 licenses.
Joined Manulife Financial: 2014
Began Investment Career: 1992
Sponsored by
