WEBINAR
Navigating Investor Psychology and Keeping Clients Focused in Uncertain Times
Sponsored by NorthCoast Asset Management, a Connectus Partner
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As a financial advisor, are you also a mediator, psychologist, or financial team leader? You may take on such roles when clients drift away from long-term goals, distracted by the constant flow of financial news and 24/7 access to information.
Gain insights on behavioral finance from professionals who will offer methods to keep clients calm and focused on their goals amid the overflow of financial data. Learn tips on how to incorporate a rules-based, cognitive thought process into a service-oriented practice, navigating the challenges of investor psychology. These practices are applicable to nearly every kind of client, whether a high-net-worth investor, business owner or celebrity.
Please email your questions to ct@100women.org by Monday, May 20, 2022 or you may submit them during the webinar.
Produced by the 100WF CT Education Committee.
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12:00 PM N. America West Coast (PDT)
03:00 PM N. America East Coast (EST)
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The program will begin promptly. |
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PARTICIPANTS
Matthew Bacchiochi, CFA, CFP, TEP
GAVIN Group, a Connectus Partner
Dan Kraninger
NorthCoast Asset Management, a Connectus Partner
Molly Bennard
Moderator
Focus Financial Partners Inc.
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NorthCoast Asset Management
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The webinar access link will be emailed to you separately closer to the date of the event. |
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Matthew Bacchiochi, CFA, CFP, TEP
President, GAVIN Group, a Connectus Partner
For more than twenty years, Matthew has been coordinating the financial affairs for NHL players and high net worth individuals. He co-founded GAVIN in 2003 with Stew and established the firm’s investment philosophy, portfolio management process, financial planning program and compliance regime. Matthew has a Bachelor of Commerce degree (Major in Finance) from Concordia University and is a holder of the Chartered Financial Analyst and the Certified Financial Planner designations, as well as a Fellow of the Canadian Securities Institute. Through the Canadian Securities Institute, Matthew completed the Derivatives Program and was accredited as a Canadian Investment Manager and a Financial Management Advisor. Matthew is a holder of Trust & Estate Practitioner designation, as well. Matthew played junior hockey and continues to have a passion for hockey, soccer and CFL football. He and his spouse reside in Mississauga and have four children. His volunteer activities include coaching with Mississauga Girls Hockey League and supporting the efforts of the Down Syndrome Association of Peel.
Dan Kraninger
CEO, NorthCoast Asset Management, a Connectus Partner
Dan Kraninger became CEO of NorthCoast Asset Management in 2004. Previously, Mr. Kraninger was Senior Vice President of GE Private Asset Management (GEPAM) a $2.5 billion money management subsidiary of GE Capital. His responsibility at GEPAM was directing their Private Client Group – a team that advised and managed money for over 1,500 high-net worth clients. Prior to GE, he served as President of O’Shaughnessy Capital Management (OCM), a $1 billion Greenwich investment adviser and mutual fund manager that he helped establish in 1996 with founder, Jim O’Shaughnessy. OCM later sold its assets to Netfolio, LLC in January, 2000. Before OCM, Mr. Kraninger worked at Merrill Lynch as a member of the 1994 JET Program and he is a graduate of Villanova University in Philadelphia.
Molly Bennard
Managing Director, Focus Financial Partners Inc.
Molly is responsible for leading business development and relationship management activities within the Northeast Region and for Connectus Wealth Advisers. She also oversees various international initiatives, including the expansion of Focus’ presence in Australia. In addition to sourcing and executing transactions, Molly works closely with multiple Focus partner firms in delivering value-added resources to help execute strategic initiatives that accelerate growth and enhance their businesses. Prior to joining Focus, Molly was head of the Strategic Initiatives Group at AXA US, where she led corporate strategy and business development initiatives to drive profitable growth and performance across the organization. Molly previously worked as an Associate within the investment banking division of Morgan Stanley, executing M&A, equity and debt transactions within the financial institutions industry. She began her career at PricewaterhouseCoopers, providing financial due diligence and other advisory services to private equity and corporate clients within the U.S. and Latin America. Molly is a CPA and CFA charter holder. She holds an MBA from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. When not working, Molly enjoys running, scuba diving, international photography and cooking.
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NorthCoast Asset Management
NorthCoast provides long-term investment solutions for individuals, financial advisors, and institutions. We help clients reach their investment goals by maintaining, refining, and enhancing a competitive edge through continuous and comprehensive research.
100 Women in Finance
100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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