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Title

Investment Idea Generation

Event Description



Investment Idea Generation

JASON A. VOSS, CFA  
Content Director of CFA Institute
SESSION ABSTRACT
Almost everything you have ever read about investing presupposes you already have an investment idea. Information that does exist is usually no more detailed than a heuristic, like, "Buy what you know," or "Buy stocks where your family shops," or "Buy stocks with moats." Where did these ideas come from in the first place?
 
Jason A. Voss, CFA, Content Director of CFA Institute authored the industry's first Investment Idea Generation Guide to begin to help solve this problem: coming up with the initial idea. In this presentation Jason will discuss:
  • How to grow your creativity
  • Scenario planning v. forecasting
  • How knowing yourself leads to more ideas​​
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JASON A. VOSS, CFA  

Content Director of CFA Institute


Jason A. Voss, CFA is Content Director at CFA Institute and author of multiple books, including The Intuitive Investor and CFA Institute's cutting-edge Investment Idea Generation 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

Society; Educational

Education Topic

Behavioral Finance

Start Time

4/4/2017 11:45 AM

End Time

4/4/2017 1:00 PM

City

Victoria

State/Province

British Columbia

Event Country

 

Event Region

Americas

Location Info

Union Club 
805 Gordon Street
Mackenzie Room
Victoria, BC V8W 1Z6

Speaker

Jason A Voss, CFA

CE Credits

1

SER Credit

0

Currency

CAD

Member Price

Members & Candidates: $25/Non Members: $35

Non-Member Price

Members & Candidates: $25/Non Members: $35

Candidate Price

Members & Candidates: $25/Non Members: $35

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 2/24/2017 9:14 AM by info@sask.cfasociety.org
Last modified at 2/24/2017 9:14 AM by info@sask.cfasociety.org