312-251-1301 info@cfachicago.org

Event Detail

Special Lunch Speaker: Dr. Hersh Shefrin (Ended)

Portfolio Management: The Dual Management of Psychological Needs and Financial Needs

Date, Time, and Location:
Thursday, March 01, 2007 (add this event to your Outlook Calendar)
12 Noon
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Dr. Hersh Shefrin
Mario L. Belotti Professor of Finance
Leavey School of Business, Santa Clara University

Preliminary Remarks by Joseph C. Simpson, CFA - Gresham Partners, LLC
Co-Chair, Education Advisory Group - CFA Society of Chicago

Introduction by Jack A. Ablin, CFA, Executive Vice President, Chief Investment Officer - Harris N.A.

Thursday, March 1, 2007
The Standard Club
320 S. Plymouth Court
12-1:30 pm

Biography: Hersh Shefrin has published widely on a wide range of topics in mathematics, finance and economics, and is best known for his work in behavioral finance. Dr. Shefrin has authored numerous books including "Beyond Greed and Fear: Understanding Behavioral Finance and the Psychology of Investing," the first comprehensive treatment of behavioral finance written specifically for practitioners. Professor Shefrin has been listed among the academic stars of finance by CFO Magazine, as well as one of the top 15 economic theorists to have influenced empirical work by an article in the American Economic Review. His work with Meir Statman has also earned him the William Sharpe Best Paper Award for the article "Behavioral Portfolio Theory," and a Graham and Dodd scroll from the Association of Investment Management Research.

Eligible for 1 credit hour

This Luncheon Program qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

Standard Club
320 S. Plymouth Court

Thursday, March 1

11:30 AM: Registration
12:00 PM: Luncheon begins followed by the presentation

Chef's Choice (Fruit Plate available upon request)

Members: $50 (cash, check and credit card only - NO FUNCTION TICKETS)*
Student Members: $25 (cash, check and credit card only)*
Non-Members: $60 (cash, check and credit card only)*

*We accept Visa, MasterCard, American Express and Diners Club.
**We require a credit card guarantee for ALL reservations**

Register online below, or by phone: 312-251-1301

Cancellations accepted until 5:00 pm, February 28. There is a $5 surcharge for walk-ins.

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