Cost: Members only event -- free for dues paying members
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May 16, 2019 at 5:30 PM PT
A mindful investor is aware of behavioral biases and actively works to minimize their impact. During this presentation, Dave will discuss how to Recognize, Restrain, Respect, Review, and Reflect — the five R’s of Behavioral Investing — as a methodology to systematically identify common misbehaviors, adjust for them, and thereby improve one’s trading results.
David Keller, CMT is President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness. He combines the strengths of technical analysis, behavioral finance, and data visualization to identify investment opportunities and enrich relationships between advisors and clients.
David was previously a Managing Director of Research for Fidelity Investments in Boston, where he managed the Technical Research Department as well as the legendary Fidelity Chart Room. He also co-managed the Business Associate Program, a rotational program for recent undergraduates.
