Back to All Events

CWIM Live Q&A with the Author: “The Psychology of Money,” Featuring Morgan Housel (Hosted by CFA Society Idaho)

Collaborative WIM in Partnership with Goelzer Investment Management Presents: "The Psychology of Money," featuring columnist, author and economist Morgan Housel

On January 19, we kicked off the 2022 CWIM event calendar with Morgan Housel. For the first time ever, we extended the event by a full 15 minutes (to 90 minutes total) in response to the incredible volume of questions posed to Morgan by attendees! Our Q&A discussion with Morgan ran a full hour, with friends from all over the world asking their questions of Morgan directly, live on camera. Thank you to everyone who participated, and especially to CFA Society of IdahoJim Steele, CFA, CAIA and Melanie Lewis for hosting, and to more than a dozen of our amazing friends who joined the #CWIM team as discussion facilitators. For those who missed it, enjoy the replay!

Overview

Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics.

Speaker

Morgan Housel is a partner at The Collaborative Fund.

His book The Psychology of Money has sold over two million copies and has been translated into 49 languages.

He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel.

Previous
Previous
November 18

CWIM Original in Partnership with Schroders: “2022 Outlook for Female Leaders,” Featuring Sarah Maynard, Joyce Chang, Subadra Rajappa, Birgit Boykin and Amanda Pullinger (Hosted by CFA Society NY)

Next
Next
February 15

CWIM Original in Partnership with Schroders: “The Power and Payoff of Non-Consensus Investing,” Featuring Rupal Bhansali (Co-hosted by CFA Societies Okanagan and Saskatchewan)