Spring Summit is a rendezvous of like-minded individuals for professional development and intellectually stimulating discussion. This year's global topic is "Women and Investing."
Event Details
Human beings are not machines. Traits such as overconfidence, narrow framing, and loss aversion are well-documented and can affect how investment decisions are made, contributing to errors such as buying high and selling low. Touching upon concepts introduced in Booth professor and Nobel Laureate Richard Thaler's research, this presentation discusses why advisors and investors should not ignore human nature and, rather, find ways to work with it, taking practical steps to create better investment outcomes.
This session focuses on key insights about:
- How women investors' needs are different and why it matters
- Natural behavioral tendencies that impact investment decision-making
- Actions you can take now to help build a more secure financial future for yourself and for your family
Special thanks to Lisa Cavallari '97 and Russell Investments for their support and sponsorship.
$20 per person. Includes snacks/finger food and non-alcoholic beverages.
Speaker Profiles
Sophie Antal Gilbert (Speaker)
Head of Business Solutions, Russell Investments
https://russellinvestments.com/us
Sophie Antal Gilbert is the head of Business Solutions for Russell Investments' North America Advisor and Intermediary Solutions business. In this role, Sophie is responsible for the team of Consultants dedicated to helping advisors create better client journeys, drive growth and produce healthier businesses. The team coaches advisors on topics that meet advisor needs across their lifecycle, from optimizing their book, to evolving their practice to revolutionizing their business.
Sophie also writes and speaks to financial professionals and individual investors on a variety of topics, including behavioral finance, the global markets, and economy, multi-asset investing, and women in investing.
Prior to her current role, Sophie was Consulting Director for U.S. AIS Portfolio Consulting Group, where she delivered market and economic insights, portfolio strategy advice to financial advisors, and Director of Communications for the U.S. Advisor and Intermediary Solutions' capital market insights group. She started her career at The Capital Group Companies in 2001, holding various global marketing roles for financial advisor markets in Germany, the United Kingdom, Switzerland, Hong Kong and Singapore, and the U.S. high net worth market.
M.A., International Studies and Diplomacy from the University of London
B.A., International Relations from Smith College
Accredited Investment Fiduciary®
Other Information
Since 2002, the Chicago Booth Women's Network (formerly known as the Chicago Women in Business Alumnae Network) is the worldwide organization of women graduates of the University of Chicago Booth School of Business. Our mission is to support our alma mater, facilitate a global alumnae network online and in person, and support women in business worldwide. Visit our web site:
https://www.chicagobooth.edu/alumni/clubs/womens-network