March 2023 Monthly Meeting

12:00 PM - 1:00 PM Pacific
Event Registration
Event Type(s)
Monthly Meeting
Event Description
Behavioral Biases when making Investment Decisions - The Speculation Miscalculation
This session will review some of the behavioral biases that professionals exhibit when making investment decisions during different market cycles. We will examine the impact of these traits on portfolio performance and show the cost/benefit to employing strategies outside of a cash flow or asset liability based method.

Jason Klinghoffer, CFA

Jason is a former United States Marine and a Director of Debt Capital Markets for Mischler Financial Group, the nation’s oldest Service-Disabled Veteran’s broker/dealer. Jason is also the principal founder and creator of the MaxQ Analytics SaaS platform, a privately-held cloud-based portfolio analytics, back-office accounting and trade management system launched in 2022.

Jason specializes in addressing the philosophical, political and analytical complexities of public fund portfolio management by providing a framework and strategy built from the ground up. He currently leads Mischler’s Public Treasury Sales & Trading efforts through a unique blend of public treasury portfolio management knowledge and the tools and resources provided by MaxQ.

Jason holds the Chartered Financial Analyst® designation from the CFA Institute and is an active member of the CFA society of Orange County.

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