Behavioural Analysis

Behavioural Finance

Herman Brodie Herman Brodie Founder & Managing Director Herman is founder and Managing Director, has been educating and advising the world’s leading financial institutions on behavioural finance and its applications for the past 20 years. A graduate of the University of Manchester, he previously spent a decade in investment banking roles in London, Paris and Frankfurt. He is co-author of The Trust Mandate – a book that demonstrates how behavioural insights can provide practical solutions to one of investment firms’ primary challenges: raising and retaining assets. He is also co-author and lecturer of the investment course, A Practical History of Financial Markets, and international faculty member of the Portfolio Construction Forum

Equity Training Classes

Eveline Varin Eveline Varin CEO Eveline, CEO, Consumer and Retail Analyst, worked at Morgan Stanley and Dresdner Kleinwort Wasserstein as an equity research analyst.

Macro Investment Education

François Trahan François Trahan President François is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the past 12 years. He has also ranked for Quantitative Strategy. He is currently the founding partner of Trahan Macro Research and the Center for the Macro Specialist Designation. Previously he was a Managing Director at UBS where he led the US Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Previously he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group. François received undergraduate and graduate degrees in Economics from the University of Montreal. He is the co-author of “The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground.”