A Closer Look at the Investor Sentiment Index
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About the webinar
Hear from Chris Geczy, adjunct professor of finance and academic director of the Wharton Wealth Management Initiative of the Wharton School, and Alastair Cairns, Head of Insights, Addepar, on our development of a new kind of index for advisors and investors.
The webinar will cover:
- Addepar’s recently launched Investor Sentiment Index
- An academic perspective on measuring and using investor sentiment
- The role of sentiment in driving investor experience and outcomes
Your Speakers
Chris Geczy
Chris Geczy regularly teaches investment management and co-created the first full course on hedge funds at Wharton. He has created and taught multiple courses at Wharton, including the School's first survey course in sustainable/ESG investing. Chris has been the academic director of a number of Wharton Executive Education programs, including the 2009 Securities Industry Institute in partnership with SIFMA, the Private Wealth Management program in partnership with the CFA Institute, and programs for the Investments and Wealth Institute (formerly IMCA). In addition, he has taught investment management in the Penn-Securities Association of China (Penn-SAC) program for a number of years. In a previous role, he taught AIMR/CFA Institute-accredited professional risk management courses.
Alastair Cairns
Alastair Cairns is the Head of Insights at Addepar. He joined from Credit Suisse, where he was co-head of Global Products and Solutions in the Private Banking & Wealth Management Division. Earlier, he held a number of senior positions in the Asset Management Division, including Head of the Americas and Head of Strategy, M&A, and Product Development. He joined Credit Suisee from Silver Point Capital, where he was Head of Business Development.
About the event
We're bringing together a dynamic group of visionaries and changemakers to shape the future of our industry.
As a member of our RIA Client Advisory Board, you'll have the opportunity to input on Addeper's strategy and technology and engage with peers on the issues that are most important to you.
Benefit Include:
- Directly influence Addepar's business and product plans
- Preview Addepar enhancement and pilot new product features
- Collaborate and share knowledge, experiences and best practies with a distinguished group or industry leaders and peers
- Engage in thought leadership opportunities with Addepar
Our inaugural virtual event will take place in October and we'd be honored to have you join us. Please let us know by Monday, july20 whether you are able to accept this exclusive invitation.
Your Members
Joe Lonsdale
FOUNDER & CHAIRMAN
Natalie Sunderland
CHIEF MARKETING OFFICERYour Speakers
Joe Lonsdale
FOUNDER & CHAIRMAN