Sponsored South Bay Event: Behavioral Portfolio Management (AthenaInvest)
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Sponsored South Bay Event: Behavioral Portfolio Management (AthenaInvest)

When: Tuesday, April 28th
From 5pm until 7pm
Where: University Club of Palo Alto
3277 Miranda Ave.
Palo Alto 94304
Presenter: Tom Howard, CEO and Director of Research at AthenaInvest
Contact: Tracy Canning

Online registration is closed.
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Behavioral Portfolio Management:

Can Behavioral Factors Improve Portfolio Performance? 


Tom Howard, CEO and Director of Research at AthenaInvest will share his insights on Behavioral Portfolio Management, the next step in a developing paradigm shift to Behavioral Finance.  Measureable and persistent behavioral factors are emerging as a new source of information with the potential to transform how we think about portfolio management and dramatically improve portfolio performance.


BPM goes beyond the issues of cognitive errors made by investors and how professionals can help clients avoid them, to focusing on how to harness price distortions, driven by emotional crowds, for creating superior portfolios.  Once markets and investing are viewed through the lens of behavior, investable opportunities become readily apparent.



Speaker Bio:

C. Thomas Howard is CEO, Director of Research, Chief Investment Officer, and co-founder of AthenaInvest, a US SEC–registered investment adviser. He led the research project that resulted in Behavioral Portfolio Management, the methodology that underlies AthenaInvest’s investment approach.  Dr. Howard oversees Athena’s ongoing research, which has led to a number of industry publications and conference presentations.  He is also professor emeritus at the Reiman School of Finance at the Daniels College of Business at the University of Denver. Previously, Dr. Howard lectured at SDA Bocconi in Milan, Handelshøjskole Syd in Denmark, and École de Management de Lyon. He has served as a consultant for a number of firms, including First Data Corp and Janus Capital Group, and served on the board of directors at AMG National Trust Bank. Dr. Howard holds a BS in mechanical engineering from the University of Idaho, an MS in management science from Oregon State University, and a PhD in finance from the University of Washington.


Members: free!
Non-members: $10


April 28th


5:00pm until 7:00pm


University Club of Palo Alto
3277 Miranda Ave
Palo Alto CA 94304

Continuing Education

This event qualifies for 1 hour of continuing education credit for CFA Charterholders.

Cancellation Policy

Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.

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