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Red Light Green Light: Best Practices in Investment Risk Profiling for the Modern Fiduciary
February 22 @ 5:30 pm
We are pleased to invite you to our next event, a lecture presented by Dr Amy Hubble.
Please join us at the George Town Yacht Club on Thursday, 22 February at 5:30pm.
Determining an appropriate level of quantitative expected risk is a key component in any wealth strategy and requires a crucial level of understanding by fiduciaries. But across today’s modern investment landscape, the definition of “risk” is multi-faceted and often self-conflicting over time. Intended for professional advisors and fiduciaries, this fun and interactive presentation will help you to construct a qualitative framework of risk factors, learn to recognize flaws in your behavior and thinking, and increase your investments IQ.
About Amy Hubble
Dr. Amy Hubble, CFA, TEP is the founder and Principal Investment Advisor at Radix Financial, an independent investment firm specializing in long-term strategies for affluent families across the US and around the globe from her home in Grand Cayman.
Having literally wrote the book on Investment Risk Profiling, Dr. Amy Hubble has facilitated numerous workshops around the world with advisor practitioner groups, financial regulators, and commercial risk tolerance providers aimed at improving behavioral outcomes of financial planning through investment risk profile assessment, strategic asset allocation, and the identification (and avoidance) of advisor biases.
Amy’s groundbreaking research was featured in the Wall Street Journal and centers around how global financial advisors collect, use, and apply psychometric risk tolerance information to investment allocation recommendations.
About Radix Financial Cayman
Radix Financial Cayman LLC provides independent investment management and outsourced CIO solutions to affluent professionals, global families, and US expatriate clients in the Cayman Islands. Radix’s private liquid investment fund, Radix Financial First Pillar Ltd, offers both a long-term core equity strategy (Global Growth) and a low-risk (Income Reserve) strategy designed to provide a lower cost, higher yield, alternative to bank cash.
Co-managed on island by Amy Hubble and Jessica Jablonowski, First Pillar expands Radix’s nine-year track record of delivering superior risk-adjusted investment returns to its global clients. To learn more about Radix Financial, please visit our website at www.radixfinancial.com.