On May 1st the Analytics in Financial Services group--of which Fitzgerald Analytics is the founding sponsor--will host an event on this topic. Both featured speakers are applying behavioral finance concepts, together with data visualization tools, to help improve financial decisions.
Our presenters will be:
- Dan Egan, Director of Behavioral Finance and Investing at Betterment. Mr Egan was Formerly at Barclay's Wealth and Investment where he focused on using behavioral finance to help people make better financial decisions. His presentation will focus on the impact of how we visualize risk and return.
- Gunjan Banati, Fund Research & Analytics at Royce & Associates. Ms Banati Manages all aspects of the investment research operations including identifying, analyzing and monitoring recommended mutual funds and alternative investments.
More on both presentations, and the experts who will give them, can be found below.
Dan Egan:
- Theme: What people invest in really is driven in part by how the various choices are presented to them. He aims to help people make the right decision, not the knee-jerk "OMG I have to sell now!" decision which leads to selling low and then buying high later.
- Topic: Visualizing Financial Risk and Return, focusing on the influence of presentation format on how individuals make decisions when investing. He'll review a number of different standard methods, and introduce some new forms geared towards helping consumers make the right decisions.
- Bio: Director of Behavioral Finance and Investing at Betterment. Formerly of Barclay's Wealth and Investment, Americas Using behavioral finance to help people make better financial decisions.
- LinkedIn: www.linkedin.com/in/dpegan/
Gunjan Banati:
- Theme: Using quantitative methods and visualization within her company to decide which investments to recommend. Visualizations are then used to communicate the recommendations to clients so they believe in what is being recommended.
- Topic: The analytics of mutual fund research, meaning the methods used to evaluate mutual fund recommendations using quantitative methods combined with visualizations.
- Bio: Gunjan Banati, Fund Research & Analytics at Royce & Associates. Ms Banati was previously at Allegheny Financial Group where she managed all aspects of the investment research operations including identifying, analyzing and monitoring recommended mutual funds and alternative investments.
- LinkedIn: www.linkedin.com/pub/gunjan-banati/3/380/9a6
The location for this meetup has been graciously provided by the Ricoh Technology Portal.
