XPX Long Island - Mind Over Money

Join us for a fireside chat with Diane Johnston, a consultant and advisor, as we explore how financial behavioral biases shape outcomes.

This conversation will look at the most common and frequent behavioral biases that can influence decisions around risk, investing and business. We'll also look at how we can recognize them and aim to navigate away or incorporate them into the process of investment policies or goals.

Discussion Highlights:

• Understanding key financial behavioral biases and how they impact decision-making
• What to consider when establishing objectives based on awareness of potential financial behavioral biases.

Whether you're supporting clients, leading teams, or making financial decisions for your organization, you’ll walk away with actionable strategies to drive smarter, more resilient outcomes.

Our Speakers:

Diane Johnston
Senior Vice President Institutional Consultant
UBS

Diane brings in-depth experience to helping a variety of organizations pursue their long-term missions, including endowments, foundations, not-for-profits, corporations, working capital, and company plans. She is well-versed in the challenges they face and takes a proactive and comprehensive approach to helping them meet their fiduciary responsibilities and investment goals.

Following a disciplined process, she takes the time to fully understand your organization, accessing the global resource of UBS to deliver insights and solutions aligned with your organization’s long-term mission, always with the utmost dedication to excellent services and responsiveness.

Jeff Berkman
Partner
Falcon Rappaport & Berkman LLP 

Jeff focuses his practice on corporate and securities law matters. Jeff represents entrepreneurs, domestic and international companies, closely-held businesses, family offices, investors, and not-for-profit organizations. He has practiced law for over thirty years, working with entrepreneurs, investors, companies, investment funds, and joint ventures in various industries, including venture capital, private equity, technology, Internet, telecommunications, healthcare, food services, retail, fashion, management consulting, manufacturing, engineering, goods and services providers, professional practices, entertainment/film, and emerging media.

Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 4/29) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 4/29) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.