Behavioural finance is no longer just a theoretical framework—it is a practical tool for investment professionals facing real-world decisions. This webinar will explore how behavioural biases can shape portfolio outcomes, team dynamics, and client relationships.
We will move beyond academic models to examine how behavioural finance applies in two critical professional settings:
- The investment professional manages a team of portfolio managers and analysts, where behavioural dynamics influence collaboration, conviction and risk-taking.
- The wealth manager works directly with clients, navigating emotional reactions, cognitive biases, and decision-making traps in volatile markets.
Speakers:
- Emily Haisley, Managing Director of Behavioural Science at BlackRock, leading behavioural research and application across investment teams.
- Jaime Martínez, CFA, Global Head of Asset Allocation at BBVA, applying behavioural principles to multi-asset portfolio design and client advisory.
- Joe Wiggins, author of The Intelligent Fund Investor and Investment Research Director at St. James’s Place, known for translating behavioural theory into practical frameworks.
- Paras Anand, former Chief Investment Officer for Equities at Fidelity International, with deep experience in integrating behavioural insights into investment strategy.
Moderator: Antonio Aita, CFA, Investment Advisory Mexico, BBVA Private Banking
Whether you are building portfolios, leading investment teams, or guiding clients through uncertainty, this roundtable will offer actionable insights you can apply immediately.