Larry Berman has been educating investors on air for nearly 20 years. During the great financial crisis of 2008, viewer phone calls and emails convinced Larry there was a need for more in-depth investing education to help Canadians achieve better outcomes. In 2009 he began hosting live educational conferences. As there are many excellent initiatives aimed at increasing financial literacy, Larry’s conferences cater to individuals who already have a degree of money savvy and are looking to optimize their investment performance to fund their retirement lifestyle goals. Each season the event series empowers investors – addressing the building blocks of sound investment strategy, along with hot-topic subjects in the world of economics and personal finance.
To date the speaking series has produced more than 175 successful shows, reaching an audience in excess of 54,000 attendees across most Canadian cities, and raising more than $260,000 for Canadian charities. All shows are completely free of charge to attendees thanks in part to the generous support of our event sponsors.
The Spring 2018 Investor’s Guide to Thriving series features the topic “Personalizing Your Portfolio” – a follow-up discussion about building a customized portfolio based on behavioral science investing. As an extension to the Fall 2017 series, Larry will briefly outline the 4 key personality types of investors, and he will show you how he builds portfolios for each distinct investor personality. Larry will examine the strengths and weaknesses of each profile, and show you how ETFs can be used for a successful investment strategy, no matter what your personality type is. The show will also feature interactive surveys, audience polling, and a market update.
For more details about the presentation content please click here. Register for free now to secure your place at an event near you.
Here Is A Brief Overview Of Each Of The Behavioral Finance Personality Profiles
The Independent
The Independent is an investor who has original ideas about investing and likes to get involved in the investment process. They are not disinterested in investing, are quite engaged in the financial markets, and may have unconventional investing views.
The Preserver
The Preserver is an investor who places a great deal of emphasis on financial security and preserving wealth rather than taking risks to grow wealth. These investors are guardians of their assets and take losses very seriously.
The Follower
The Follower is an investor who is passive and often lacks interest in and/or has little aptitude for money or investing. Follower investors typically do not have their own ideas about investing.
The Accumulator
The Accumulator is an investor who is interested in accumulating wealth and is confident they can do so. They have typically been successful in some business pursuit and are confident that they will be successful investors.
Credit to Michael Pompain’s “Behavioral Finance and Investor Types”, © 2012 CFA Institute
Please select your city below for more information and to register for the event.
Winnipeg, MB
Wednesday, February 28, 2018
Saskatoon, SK
Thursday, March 1, 2018
Kitchener, ON
Tuesday, March 6, 2018
Woodbridge, ON
Thursday, March 8, 2018
Laval/Montreal, QC
Wednesday, March 21, 2018
Ottawa, ON
Sunday, March 25, 2018
St Catharines/Niagara, ON
Wednesday, March 28, 2018
London, ON
Tuesday, April 10, 2018
Vancouver, BC
Sunday, April 15, 2018
Victoria, BC
Tuesday, April 17, 2018
Kelowna, BC
Wednesday, April 18, 2018
Markham, ON
Saturday, April 21, 2018
Edmonton, AB
Thursday, April 26, 2018
Calgary, AB
Saturday, April 28, 2018
Halifax, NS
Tuesday, May 1, 2018
Moncton, NB
Wednesday, May 2, 2018
For more information on this or any other Prosper event, please contact us.