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Behavioural Finance Roundtable

September 22 @ 4:30 pm - 6:30 pm

Behavioural finance has become a top priority in wealth management.

From the Capgemini 2022 Top Trends in Wealth Management to the Russell Investments Value of an Advisor report, behavioural finance has been identified as the top priority for wealth management.
But many firms are struggling with how to systematize behavioural finance and integrate it into their business. Syntoniq’s Brian Pasalich and Prasad Ramani, two of the most respected leaders in behavioural science and the technology partners powering our behavioural finance informed risk tolerance product InvestorEQ, will talk about how firms can move beyond the science to implement actionable behavioural finance programs that can help their firms grow.

Agenda


Opening & Registration 4:30 pm


Roundtable 5:00 pm


Refreshments 6:00 pm


Location: Pascal WealthTech Head Office


RSVP: Click here to Reverse your Seat to Ashley Olah by September 21

Meet the Speakers

Prasad Ramani Founder & Chief Product Officer CFA, FRM

From serving as the Head of Quant for a global family office co-managing $1.4 BN to building automated quantitative risk platforms and forecasting models for asset management firms, Prasad has more than 20 years of experience in Behavioral and Quantitative Finance. With a deep understanding of the interplay between behavioral psychology, risk, and investing, Prasad has often been cited in or contributed to many of the world’s top investment and finance publications, including Barron’s, Financial Times Adviser, Morningstar, Financial Advisor Magazine, InvestmentNews, WealthManagement.com, and Advisor Perspectives. Prasad is also a Peer Reviewer for the Journal of Behavioral Finance and is a regular guest speaker at the London Business School where he teaches Behavioral Finance and Decision Science.

Prasad Ramani Founder & Chief Product Officer CFA, FRM

From serving as the Head of Quant for a global family office co-managing $1.4 BN to building automated quantitative risk platforms and forecasting models for asset management firms, Prasad has more than 20 years of experience in Behavioral and Quantitative Finance. With a deep understanding of the interplay between behavioral psychology, risk, and investing, Prasad has often been cited in or contributed to many of the world’s top investment and finance publications, including Barron’s, Financial Times Adviser, Morningstar, Financial Advisor Magazine, InvestmentNews, WealthManagement.com, and Advisor Perspectives. Prasad is also a Peer Reviewer for the Journal of Behavioral Finance and is a regular guest speaker at the London Business School where he teaches Behavioral Finance and Decision Science.

Details

Date:
September 22
Time:
4:30 pm - 6:30 pm

Organizer

Pascal WealthTech
Phone:
(416) 724-4783
Email:
info@pascalfinancial.com
View Organizer Website

Venue

Pascal WealthTech
30 Wellington Street West, 5th Floor
Toronto, Ontario M5L 1E2 Canada
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View Venue Website