Wednesday, January 19, 2022 from 2:00 PM to 3:15 PM MST
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CFA Society Idaho  

On the Same Page: CWIM Quarterly Book Club - "The Psychology of Money" 

Save the date! CFA Society Idaho is proud to host the Collaborative WIM's first book club event of 2022. Columnist, author and economist Morgan Housel will host a Q&A about his book "The Psychology of Money." CWIM quarterly book club events offer members of the global finance community an opportunity to discuss books that are of value to investment professionals and to meet with prominent book authors. This is a complimentary event.

About this book: Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics.

About the author: Morgan Housel is a partner at the Collaborative Fund, a venture capital firm backing young companies that are moving the world forward. Previously, he was a columnist at The Wall Street Journal and an analyst at The Motley Fool. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers and was selected by the Columbia Journalism Review for the Best Business Writing anthology. In 2013 and 2016, he was a finalist for the Gerald Loeb Award and Scripps Howard Award. Using insights from psychology, history, neurology and sociology, Morgan walks audiences through the cognitive biases that cause investors to become their own worst enemies, and explains how understanding your own behavior can be the key to reaching your financial goals. An expert on behavioral finance and investing history, his presentations combine storytelling with the latest research to discuss the current state of financial markets, the investment industry and personal finance. He has authored two books: Everyone Believes It; Most Will Be Wrong and 50 Years in the Making: The Great Recession and Its Aftermath. “Morgan Housel’s explanatory skills are simply superb. Best of the class,” praised the judges of the prestigious Society of American Business Editors and Writers.

About Collaborative WIM: Collaborative WIM is a global alliance comprised of CFA societies, FPA chapters and industry groups who have joined forces to further a shared vision of inclusion and diversity in capitalism. The collaboration includes almost 90 supporting organizations across the United States, Canada, the Caribbean, EMEA and Latin America. These organizations demonstrate the commitment of the global finance community to inclusion and diversity, and to supporting the advancement and development of female leaders of all backgrounds. Together, Collaborative WIM and its supporting organizations provide high-caliber programming, professional development and geography-agnostic networking opportunities to support finance professionals of all backgrounds in their personal career journey. To stay up to date on the latest, visit the new Collaborative WIM Website to sign up to receive the CWIM global newsletter or consider joining the CWIM LinkedIn group. Replays of past events are available on the CWIM YouTube page.

The agenda for this event will be:

  • 2 p.m.: Introductions
  • 2:05 p.m.: Breakout rooms with guided discussions led by volunteers
  • 2:35 p.m.: Q&A with Mr. Housel
  • 3:10 p.m.: Wrap-up


A special thank you to this event's sponsors: