Factoring in Behavior – FlexShares – 9.20.18

Summary:

Now On Demand.

Behavioral Finance plays an integral role in overall financial health. Through the evaluation of the Market Cycle of Emotions and Factor Based Investing, we’ll dive deeper into Behavioral Finance and the integral role it plays in the decision-making process and the overall financial health of an investor.

Key Points of Discussion:

• Evolution of Advisor Value Proposition. How has value proposition changed over the years and how does it relate to your clients decision making processes.
• The Market Cycle of Emotion. We’ll explore the idea behind emotional investing and how it ties into overall financial health.
• Investment Hazards are Concerning. Advisors and clients encounter different pitfalls throughout the investment process, but is there a way to have your cake and eat it too?
• Not all Factor Based Investing Strategies are Equal. When deployed correctly, Factors can potentially serve as an ideal solution to a number of behavioral biases.

Speaker:

Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management’s presence in the intermediary market and driving the adoption of our investment expertise and strategies across North America.

An experienced investment industry professional, Michael has successfully built, developed and managed sales teams for more than a decade, focusing on diversity, process and qualitative results. He has experience across channels and products, including ETFs, mutual funds and managed solutions.

Prior to joining Northern Trust, Michael spent seven years with Deutsche Bank and five years with Morgan Li where he managed and developed internal sales teams with more than 50 professionals.

Michael earned his BBA and MBA from Stetson University (Deland, FL). He is a former professional golfer and a four-time Chicago City Amateur Champion. Michael holds the FINRA series 7, 24, and 63 securities licenses.