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Secure Retirement - Connecting Financial Theory and Human Behavior

Event Description


【CFA Japan Seminar Announcement】 

Title: Secure Retirement - Connecting Financial Theory and Human Behavior


Date: February 3rd, 2020 (Monday), 18:30-20:00
Venue: Room1-2, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo
(For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor.
For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.)
Language: English
Topics: Behavioral Finance, Risk Analysis and Management (CE credit eligible)
Speaker: Jacques Lussier PhD,CFA,ICD.D
Fee: CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members:Free,
Candidate Non Members: JPY 2,000 
Non-members: JPY 3,000
 (※Global Passport Program is available.)


Different investors have different levels of anxiety when facing the same financial risks. These anxieties can lead to counterproductive behaviors, such as selling assets after a loss or deviating from the strategy. Jacques Lussier, CFA, will explain how financial science and technology can be used to combat poor decision making and improve retirement outcomes.


The attendees will learn:

•             how to structure a Retirement Risk Management Approach

•             how to understand & mitigate different retirement risks using financial theory    

•             how technology and framing can correct for investors' cognitive biases

•             which tools can help improve retirement planning


Jacques has spent ten years in academia as a tenured professor at HEC Montreal and nearly twenty-five years in the financial industry, first as respectively CIO and Chief Investment Strategist at Desjardins Asset Management and then as CIO/CEO of IPSOL Capital.
During his career, Jacques has been involved in most segments of the asset management industry: portfolio policy and global asset allocation, funds of funds management both alternative and traditional, research leading to product design and product management in the equity, commodity and asset allocation space and management of a high net-worth platform. His current interests center on factor-based processes, long-term financial planning and the development of algorithms and tools to facilitate the transition towards and through retirement and how to integrate recent advancements in investment processes into financial planning engines.
Jacques earned a B.A. in Economics and a M.Sc. in Finance from HEC Montreal and a Ph.D. in International Business from the University of South Carolina. He is a CFA and was president of the Montreal CFA Society from 2013 to 2015. He is the author of several publications such as "Successful Investing Is a process (Bloomberg Press), Rational Investing (Columbia University Press) and Secure Retirement (CFA Institute Research Foundation).
Jacques received the C. Stewart Sheppard Award in 2018 attributed annually since 1976 to a CFA charterholder for his contribution in fostering education of professional investors through advancement of the body of knowledge, development of programs, publications or other learning tools to encourage continuing education in our profession.
He is a board member of Retraite Québec and president of its investment committee. Retraite Québec administers the Québec Pension Plan (~70B), public-sector pension plans (~80B), supplemental pension plans and the family allowance program. It also ensures the conformity of voluntary retirement savings plans.

See for more details.


If you wish to attend this seminar, please register via website.

Event Type


Education Topic

Behavioral Finance; Equity Investments

Start Time

2020/02/03 18:30

End Time

2020/02/03 20:00





Event Country


Event Region

Asia Pacific

Location Info

Venue: Room1-2, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo


Jacques Lussier PhD,CFA,ICD.D

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



If you wish to attend this seminar, please register via website.

All Day Event





2020/02/03 20:00

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Content Type: MyCFA Calendar
Created at 2020/01/07 17:13 by [email protected]
Last modified at 2020/01/24 14:45 by [email protected]