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Lectures, Debates, Presentations

Debate | Financial Resilience: behavioral mistakes, how to avoid them

07 Oct from 14:00 to 15:30
CGD Auditorium

Join us on the October 7th, in the framework of the World Investor Week (smiportugal.pt)ISEG is hosting the CFA Society Portugal for an event on "Financial Resilience: behavioral errors, how to avoid them".

The event takes place between 14h00 and 15h30at the CGD Auditorium (Quelhas Building, 2nd floor). Admission free.

The session includes interviews with portfolio managers (round table), with the main focus on behavioral finance.

The event will feature Professor Victor Barros (ISEG, CFA) as keynote speaker and moderator of the debate.

Programme:

The event consists of two parts. In the first part, Professor Victor Barros will conduct an interactive session with the audience in order to identify behavioral errors in the investment process.

The second part will feature a debate with the participation of:

  • David Dias, CFA - Bond Portfolio Manager at Haitong;
  • Rina Guerra, CFA - Equity Portfolio Manager at Banco Carregosa;
  • Vítor Ribeiro, CFA - Founder and Wealth Advisor at Future Proof.

This event is being held in hybrid format. To attend online, register on this link.

To register to attend in person, please follow this link SMI - "Financial Resilience" (typeform.com) or send an e-mail to info@portugal.cfasociety.org