March Main Event: Managing the market with two speakers

Join our event to hear Marilyn Cohen (CEO, Envision Capital Management) talk "The Yield Drought Is Over". Then, we bring back Richard Lehman, to give an update of his analysis "To Improve Investment Performance, Ditch Your Emotions, Instincts, and Overconfidence".
You can find Marilyn at EnvisionCap.com and reach Richard at BehavioralFinance.com
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Speaker Bio & Session Info

Marilyn Cohen has been in the bond market for 44 years and has seen interest rate cycles, bank catastrophes, credit crises and man made mayhem. Marilyn has been the Forbes bond columnist for 28 years and is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She later moved into bond brokerage at Cantor Fitzgerald Inc. She founded Envision Capital Management, where she is CEO, 25 years ago. Her company specializes in managing bond portfolios for individuals. Cohen writes the bond column appearing in Forbes magazine and has authored five books that teach individuals how to profitably invest in bonds. The Yield Drought Is Over For investors that remember the acronym TINA (There Is No Alternative) to dividend paying stocks… it is time to bury old TINA, her life is over. Bond yields are back in a BIG way. The Federal Reserve’s interest rate hikes have been painful. For investors with cash on the sidelines, bond yields are extremely sumptuous. Yields are peaking and there’s no time to waste. ATTEND THIS MEETING TO LEARN: * Actionable individual bond recommendations * Stylizing your bond portfolio * Dodging potential  municipal bond hazards ahead View PDF
  • Richard Lehman, Ph.D. is an instructor on behavioral finance at University of California Berkeley Extension and author of several books on investor behavior and option strategies. He spent over a decade working for brokerage firms on Wall Street and the New York Stock Exchange. He runs his own investment advisory firm and launched a website dedicated to behavioral finance.

  • To Improve Performance, Ditch Emotions, Instincts and Overconfidence
  • It is widely acknowledged that individual investors underperform the market averages over the long term. Over the past 20–30 years a huge body of academic research has provided enlightenment on this phenomenon. It is not financial or economic research, it is behavioral research. And it is showing that the best way to improve your investment performance is to change your behavior, not your strategy. The financial industry has embraced this message, as financial degrees and certifications now require education in behavioral finance. Individual investors have even more to gain by modifying their behavior as well.

  • You will learn:
  • How much individuals underperform the market averages
  • What the key behavioral factors are that hinder investment performance
  • How investors can begin to improve their performance by addressing their behavior
  • View PDF

About This Meeting

AAII Silicon Valley Chapter hosts several main meetings and meetups by webcast throughout the year. These meetings are funded by members and attendees who are willing to donate $5 or $10 to attend our main events. Please consider doing that when you register to attend on our Eventbrite Registration System. We also welcome those who attend our Webinars and Meetups for free. Be sure to register on Eventbrite here to receive email notices with the Zoom meeting link, as well as the link to the recording after the event. Currently all our meetings are hosted on Zoom and you can get notices on all our events by checking out our website here, or by following us on Eventbrite and Meetup.