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Cafemutual Confluence 2022 (CC 22) will host popular behavioural scientist Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, USA who will share simple rules to create a successful investment journey for your clients.
Daniel is a psychologist and behavioural finance expert holding B.S., Ph.D. in psychology from Brigham Young University, USA. He has also completed post-doctoral training at Emory University, USA.
He has published several bestsellers on building strong advisor-client engagement. These include, ‘Personal Benchmark: Integrating Behavioural Finance and Investment Management’, ‘The Laws of Wealth’ and ‘The Behavioural Investor’ amongst others.
CC 22 will also host Mridul Mishra, Vice President, Fidelity Investments who will talk about Artificial Intelligence (AI) and Machine Learning (ML) in MF manufacturing and distribution. An IIM, Bengaluru pass out, Mridul will guide you to leverage AI and ML to widen your investor reach and improve client communication.
Additionally, Karan Datta, Thinker, Sprinter, Speaker, Investor will share his vision for the next 25 years of Amrit Kal. An MBA (Finance, General) by qualification, Karan will elucidate what Amrit Kal means for you as a MF professional.
CC 22 will also host over 27 other expert speakers who will share a 360-degree view on the changing landscape of the distribution business.
Slated for October 13, 2022 CC 22 will be held at Taj Lands End, Mumbai from 9:00 am to 5:30 pm.
Registrations are currently open and will close soon.
So hurry and visit www.cafemutualevents.com to register.
