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Standing Against the Herd: Theories, Crowds, Bubbles, and Bees

Session Speakers
Session Description

Why Attend
Learn how to help clients reach their financial goals by identifying and taking advantage of contrarian investment opportunities.

Session Details
Outpacing efficient markets can be tough, even for financial professionals. When diverse investor types are active, and investors think and behave independently, markets tend to be efficient. When independence breaks down, investor types narrow, and balance is often lost, leading to crowding, herding, mispricing, and fragile markets. Humans aren’t typically great at staying independent, but we like to look at one insect that blends independence with interdependence well: the honey bee.

Join this session to learn:

  • Ways that advisors can help investors avoid herd behaviors that threaten to derail long-term investment plans
  • A simple approach to identify contrarian opportunities in all markets

Additional Information
CIMA-1 hr, CPE-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule