Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers

All advisers

The Hidden Factors Behind Financial Decisions

Dr Jane Horan & Sumita Paul

This workshop will explore the investor behaviour and the cultural influences on decision making in the context of the New Zealand investment environment.

The objective of the workshop will be to understand;

  1. the human and other factors behind how and why our clients value certain assets (especially NZer’s love for property) the way they do
  2. how as advisers we can help them understand their motivations and likely factors behind their thinking
  3. how a rational decision can be made based on facts, trends and risk management.

About Dr Jane Horan: Dr Jane Horan is an economic anthropologist. She received her PhD in social anthropology from the University of Auckland in 2012. She is currently both a research associate in the Property department at the University of Auckland Business School and principal of the research company ‘Plain Jane’. At the Business School, she is doing research on the Auckland housing market and the extraordinary escalation of value as price that is occurring, along with the process of ‘financialisation’ and the normalising of debt that is happening as a consequence.

Jane also contracts to the business sector where she works with organisations keen to more fundamentally understand the social construction of markets and how the powerful shifts occurring politically and culturally impact not only commercial approaches but also their social license to operate. Jane’s applied anthropology work in the commercial environment reflects the need for businesses to have a deeper appreciation of social change, multicultural frameworks, and the impact of globalisation on local markets.

About Sumita Paul: Sumita is a practitioner with more than 18 years’ experience in the financial services sector, a majority of which has been in investment advisory and fiduciary roles. She believes in the importance of understanding her client’s beliefs, motivations and expectations and their big picture view of life to establish a trusting long-term relationship and help achieve her client’s financial goals. The constantly changing investment environment and the attempt to make sense of it prompted her to pursue the emerging field of Behavioural Finance.

Sumita is an Authorised Financial Adviser (AFA), a Certified Financial PlannerCM (CFPCM) and a member of the Executor and Trustee Institute. She completed her Master in Business Administration from India and recently attended the Investment Decisions and Behavioural Finance Program at John F. Kennedy School of Government, Harvard University.

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