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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 09, 2019, 8:30 AM until 12:00 PM
Trini Mendenhall Community Center
Trini Mendenhall Community Center
1414 Wirt Road
Houston, TX  77055

(713) 956-0881
HIA Meetings
Registration is not Required