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Title

CFAOC Speaker Luncheon:  THE FUTURE OF FIDUCIARY IS NOT FIDUCIARY...IT'S BEHAVIORAL GOVERNANCE

Event Description

The 8 million men and women who serve as investment fiduciaries and manage the assets of pensions, foundations, endowments, and personal trusts struggle with understanding their roles and responsibilities.

Behavioral Governance is a new body of research that studies the interrelationships between Leadership, Stewardship, and Governance. It's based on the groundbreaking academic and scientific research in Neuro-leadership – except, now think Neuro-fiduciary. Behavioral Governance is being used to accelerate the development of key decision-makers who are serving in critical leadership and stewardship roles.

 

Don Trone is the CEO and one of the Co-founders of 3ethos, which conducts original research in the new field of Behavioral Governance (BG). BG is the follow-on to Behavioral Finance, except now the focus is on the behavior of the fiduciary instead of the investor. 

Don was the founding CEO of fi360; founder and President of the Foundation for Fiduciary Studies; and the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as the "Father of Fiduciary" and one of the 35 most influential people in the financial services industry. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council, and in 2007 he testified before the U.S. Senate Finance Committee on the fiduciary issues associated with the management of retirement plans.​

Don is the author or co-author of ten books on the subject of fiduciary responsibility, portfolio management, and leadership. He is a graduate of the U.S. Coast Guard Academy, and served for ten years on active duty, most notably as a long-range search and rescue helicopter pilot. He has a Master's from The American College and has completed post-graduate studies in theology from the Pittsburgh Theological Seminary and Trinity Episcopal Seminary. 

Event Type

Society; Educational; Featured

Education Topic

Behavioral Finance

Start Time

9/19/2019 11:30 AM

End Time

9/19/2019 12:30 PM

City

Newport Beach

State/Province

CA

Event Country

United States

Event Region

Americas

Location Info

​The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660


Speaker

Don Trone

CE Credits

1.0

SER Credit

0

Currency

$US

Member Price

$30

Non-Member Price

$65

Candidate Price

$35

Registration

All Day Event

 

Recurrence

 

Event Link

Register Now

Event Link Leads To New Tab

Yes

Event Short Info

<b>THE FUTURE OF FIDUCIARY IS NOT FIDUCIARY...IT'S BEHAVIORAL GOVERNANCE</b><br>Enjoy us for a delicious lunch at The Pacific Club and learn about <b>Behavioral Governance</b>, the new body of research that studies the interrelationships between Leadership, Stewardship, and Governance.<br><a href="https://www.cfasociety.org/orangecounty/Lists/Events%20Calendar/DispForm.aspx?ID=959&Source=https%3A%2F%2Fwww%2Ecfasociety%2Eorg%2Forangecounty%2FPages%2FEvents%2DCalendar%2Easpx">  Learn More

Attachments

Content Type: MyCFA Calendar
Created at 8/7/2019 10:48 PM by admin@cfaoc.org
Last modified at 9/10/2019 9:45 AM by doug.jones@cfainstitute.org