Event Details

Join us for an informative and interactive PD After Hours designed to introduce you to the fundamentals of investing and the intriguing world of behavioral finance. This event is perfect for beginners who want to start their investment journey and for seasoned investors looking to understand the psychological factors that influence financial decisions.


Investing 101

  • Basics of Investing: Learn the fundamental concepts of investing, including types of investments (stocks, bonds, mutual funds, ETFs), risk and return, and the importance of diversification.
  • Building an Investment Portfolio: Understand how to create a balanced and diversified portfolio that aligns with your financial goals and risk tolerance.
  • Investment Strategies: Explore various investment strategies, such as value investing, growth investing, and passive vs. active management.


Behavioral Finance

  • Introduction to Behavioral Finance: Discover how psychology impacts financial decision-making, including common cognitive biases and emotional influences.
  • Common Behavioral Biases: Learn about biases such as overconfidence, herd behavior, loss aversion, and anchoring, and how they affect investment choices.
  • Improving Investment Decisions: Gain insights into how to recognize and mitigate the impact of biases on your investment decisions, leading to more rational and effective financial choices.


What to Expect:

At PYP's Professional Development seminars, attendees can expect to find a group of people who are eager to learn and connect with like-minded professionals. Expert speakers are gracious enough to share their experiences with us so we can go out into the community and take on anything life throws our way.


PD After Hours events are free for PYP members and $15.00 for non-members.

*Advance registration is encouraged as these events fill up quickly.

Agenda

5:30 PM - 6:00 PM
Pre-Session Joint Networking
Come early for pre-session joint networking.
6:00 PM - 7:00 PM
PD After Hours - Investing 101 & Behavioral Finance
Join us for Investing 101 & Behavioral Finance

Speakers

  • Jeff Brooks, CFA (Morgan Staney)

    Jeff Brooks, CFA

    Morgan Staney

    Jeff understands how important building for the future is to you, but also understands that you do not have the time to sufficiently develop and monitor your financial plan on a consistent basis. He can help alleviate the anxiety associated with having multiple accounts accumulated over the years and let you focus on the important things in life, like family and career. Jeff can help by developing an organized, structured approach to your specific stage in life with a single, cohesive strategy.

    Jeff is a graduate of the University of Arkansas in Fayetteville, Arkansas and a native of Collierville, Tennessee. He received his Masters in Business Administration (MBA) from Union University in Jackson, Tennessee in 2009 and his Chartered Financial Analyst (CFA) designation in 2017. He joined Morgan Stanley in 2020 and spent his prior fifteen years with a Fortune 100 company performing various roles in corporate finance, sales and marketing."

    view more

Venue

SCI Building

220 West Garden Street
Pensacola, Florida

If you have any questions please contact Pensacola Young Professionals

Contact Organizer

Show on map