Behavioral Finance

Jul 12, 2018

6:00 pm - 9:00 pm

FS Investments - Navy Yard
201 Rouse Boulevard
Philadelphia, PA 19112

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In all markets, but especially during periods of volatility, investors can let their worries and fears drive their decisions. The intensity of these emotions and disconnection from rational thought can cause investors to make changes to their portfolios that negatively impact their long-term outcomes.
Join us to learn how tapping into behavioral finance can help us understand how our emotions affect the choices we make and our ability to reach our long-term goals. In this session, we’ll discuss:
*        An overview of behavioral finance and the value of diversification
*        The big three emotions and their influence on investing
*        A variety of practical tools and strategies to help overcome emotional obstacles

Presented by: Lara Coviello, Executive Director, FS Investments

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Laura Coviello is an Executive Director on the Fund Strategy Team at FS Investments.  She serves as a portfolio specialist and subject matter expert to educate advisors about FS Investments’ current offerings.  Click here for bio

Cocktails and Networking                                          6:00 – 6:30 pm
Expert  Presentation/Q&A                                         6:30 – 7:30 pm
Networking                                                                7:30 – 8:00 pm

 

Light fare and refreshments will be served at the event.
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This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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