Events - Event View
This is the "Event Detail" view, showing all available information for this event.
If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.
HIA Meeting - Jonathan Swanburg - Using Concepts from Behavioral Finance
HIA Meeting Agenda - Feb 9, 2019
- 8:30 Trading 101 SIG
- 9:30 Income SIG
- 10:45 Main Speaker - Jonathan Swanburg - Tri-Star Advisors
Topic: Using Concepts from Behavioral Finance to Your Advantage
Summary: Understanding why our human nature makes us instinctually bad investors and what you can do to
overcome your own cognitive biases.
Jonathan has been with Tri-Star Advisors since 2009. Today he leads the firm’s financial planning
practice and creates stock and bond portfolios for investors based on their goals, needs and risk
tolerance. He has an extensive fixed income background having started his career analyzing mortgage
backed securities, municipal bonds and structured notes.
Saturday, February 9, 2019, 8:30 AM until 12:00 PM
is not Required