Investor
Psychology is incredibly important in today’s market. Psychology is what is
driving markets currently, not fundamentals and most investors are unprepared
to deal with psychology-driven markets.
Additionally, organisations are losing clients
because they don't understand the psychology of stressed-out and fearful
clients. Now is the time that investment
advisors can gain new clients if they know how to speak to them emotionally
(rather than only about investments).
The
recent crisis has presented a unique opportunity for emotionally intelligent
advisors. If one can help their clients deal with their stress in a
constructive manner, one can solidify relationships and ultimately gain more
clients through referrals from happy customers. Bear markets separate the “thrivers” from the mere “survivors.” In today’s highly
competitive rapidly changing conditions in which we work, we cannot rely solely
on what we know from the past to determine our future course of action. Hence
we need to base our decisions not just on technical analysis but also on good
hunches.
marcus evans
is pleased to announce ‘Investor
Psychology Masterclass’ training course. This
premier professional two-day course will emphasise
the key concepts of investor psychology in the current financial climate. It
will also aim at linking gut feelings and logic in a unique way. The course
will also touch upon techniques for increasing one’s ability to make better
investment decisions. For full brochure
and registration, kindly contact Ms Catherine at CatherineF@marcusevanskl.com
Testimonials from
past events:
“Overall the programme
was insightful and very well organised. It has been
an excellent experience.”
Regional
Director
ASK Wealth Advisors
“It was a wonderful experience and we gained
a lot of insights on many attributes towards investor
Behavior.”
Branch
Manager
HDFC Asset Management
“Very topical and content was very insightful
with useful applications to be taken back.”
Senior
Vice President
UTI
“This trainings has
provided me insights on recognising different biases,
how emotions play into investing decisions and new techniques to cope with
difficult investors.”
Director
Phatra Securities
“I want to thank you again for a fabulous
presentation at our recent Thought Leader Forum. Your ability to combine theory
and practice provided a valuable bridge for the participants. Your talk was extremely
well received."
Chief
Investment Strategist
Legg Mason Capital
Management
Why should you
attend?
- Keeping clients
invested through tough times
- Discovering how
neuroscience can help you make better investment decisions
- Utilising personality
assessments to better comprehend your clients’ decisions and values
- Applying the
nuts and bolts of investor psychology in your investment decision process
- Converting behavioural finance into assets under management (AUM)
- Mastering market
uncertainty and finding an edge
- Generating
reliable hunches through market focusing
- Forging long
lasting relationships by educating clients on the decision making process
Primarily:
CEOs, Chief Investment Officers, Directors, Heads and Analysts of the following
divisions:
- Private Banking
- Wealth
Management
- Asset management
- Fund management
- Financial
planning
From:
- Private Banks
- Wealth advisors
- Commercial Banks
- Boutique
Investment firms
- Asset management
firms
- Securities firms
- Insurance
companies
- Financial
planning consultancies
The
client list includes, but is not limited to:
- Merrill Lynch
- UBS
- Smith Barney
- JP Morgan
- LPL Financial
Group
- Putnam
Investments
- Neuberger Berman
