Making More Effective Investment Decisions: The “Truth” and Application of Behavioral Finance
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When: Thursday, June 23rd
Noon PM to 1:30 PM
Where: 7th Floor Conference Room
235 Montgomery
San Francisco, California  94104
United States
Contact: Ameeta

Online registration is closed.
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Making More Effective Investment Decisions:  The “Truth” and Application of

Behavioral Finance and Neuroscience in Our Industry


Michael Falk, CFA, Focus Consulting Group and Jim Keene, CFA, Atherton Consulting Group will deliver a highly interesting, engaging and interactive “Q & A” session on the topics of behavioral finance and neuroscience. 

They will bring current research into light and use their crystal ball to see where future research needs to go (one of our blind spots is that we think we can see the future).  Questions and valuable experiences from the audience will be sought in the interviewing process.  The session is designed to provide useful information and tools (but no drills) for practical application in the investment decision-making process.  The use of interactive polling to ascertain the audience’s perspective and beliefs will be a fun and integral part of the day’s activities.  Participants will get a better idea of how they can improve their own investment decision-making process. 



Our Speakers 

Michael Falk, CFA, CRC is a Partner with the Focus Consulting Group and specializes in helping investment teams with improving their investment philosophy, process and execution techniques, and investment firms with their strategic planning. 

He has been a Chief Strategist on a global macro hedge fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory.  His background includes extensive asset allocation research, portfolio development expertise and a multi-faceted understanding of behavioral finance and retirement issues. 

Apart from his FCG work, Mr. Falk is the author of the CFA Institute Research Foundation Monograph “Let’s All Learn How to Fish… to Sustain Long-term Economic Growth”.  He is also part of the CFA Institute’s Approved Speaker List, and teaches on behalf of the CFA Society of Chicago in their Claritas program.  In the past, he had been a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group and taught at DePaul University in their Certified Financial Planner (CFP) Certificate Program. He is frequently quoted in the financial press.  


Jim Keene, CFA, is the Founder and Managing Director of Atherton Consulting Group, LLC (  He is an experienced and successful investment management leader and coach with over twenty-five years’ experience in wealth management, venture leasing and commercial real estate investing.  He provides strategy consulting and leadership development (including communications and executive coaching) services to wealth/investment management groups and entrepreneurial ventures, and he works with the Enneagram as an individual and group development tool.   He has developed and delivered workshops and webinars for CFA Institute and other clients on Networking for Long-Term Career and Life Success, Best Practices in Mentoring Investment Professionals and Authentic, Influential Leadership Unveiled:  The What, Why and How of Executive Presence.



Members: $25

Non-Members: $40 

Date, Time + Location  

Tuesday, June 28rd

12 PM to 1:30 PM - Lunch included 


7th Floor Russ Building Conference Room 

235 Montgomery Street 

San Francisco, 94104


Cancellation Policy
Please contact with at least 24 hours notice to receive a full refund.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

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