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Meditation: How It Helps Investment Professionals

Event Description

Why is Meditation Relevant to Investment Managers?
Practicing mindfulness has been shown to improve overall mental functioning – so important in investing. There are four primary reasons investors meditate: to reduce stress, to overcome behavioral biases, to aid in ethical decision making, and to enhance performance.

There is evidence of greater financial and market returns for firms with higher proportions of upper management who meditate. Several well-known investors meditate, including Ray Dalio of Bridgewater Associates and Paul Tudor Jones II of Tudor Investment Corporation. Leaders at the following financial firms meditate: BlackRock, Morgan Stanley and Deutsche Bank.

In a CFA Institute global member survey, 59% of respondents expressed an interest in meditation. This event will explain the role of meditation in investing, such as:

  • How meditation helps investment professionals manage stress
  • How meditation helps support better decision making as well as greater mental focus and creativity
  • How meditation is scientifically demonstrated to help overcome behavioral biases
  • How meditation aids investment professionals with ethical decision making.

Speaker Bio:
Content Director, CFA Institute

Jason Voss.jpg 

Jason A. Voss, CFA is Content Director at CFA Institute for its 150,000+ global members. He is the author of several books, including The Intuitive Investor and CFA Institute's cutting-edge Meditation Guide. Voss has authored hundreds of investment articles, emphasizing improving investment performance, and the power of the mind. Additionally, he has published research in multiple journals, including the Journal of Private Equity and the Journal of Behavioral Finance. Previously Jason was co-Portfolio Manager of the Davis Appreciation & Income Fund which bested the S&P 500 by 49.1%, earned a Lipper #1 ranking, and was one of Morningstar's first ten mutual funds given a Stewardship Grade of "A."

Event Type


Education Topic

Leadership, Management, and Communication Skills

Start Time

2017-12-07 2:00 PM

End Time

2017-12-07 3:15 PM

Event City


Event State/Province


Event Country


Event Region


Location Info

Fairmont Waterfront Hotel
900 Canada Place Way
Vancouver, BC​


Jason A. Voss, CFA

CE Credits


SER Credit


Member Price


Non-Member Price


Candidate Price



EARLY BIRD FEE - until November 17, 2017
Members (and Candidate Members) - Click here to register
Candidates - Click here to register
Non-Members - Click here to register​

REGULAR FEE - applies after November 17, 2017
Members: $35
Candidates: $45
Non-Members: $45


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Content Type: Custom Calendar
Created at 2017-11-02 12:56 PM by
Last modified at 2017-11-02 1:10 PM by