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Brian Portnoy, CFA® 

Head of Education, Magnetar Capital, Author of The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice

Portnoy is the author of The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice (St. Martin’s Press, 2014), which helps investors navigate the complex landscape of traditional and alternative investment strategies; and The Geometry of Wealth: How to Shape a Life of Money and Meaning  (Harriman House, 2018), which explains how money and happiness intersect. He is a regular contributor to Forbes.com, has spoken to audiences globally about investing and decision-making, and has lectured at the U.S. Securities and Exchange Commission as part of its Leading Authors series. 

He pursued his research and teaching interests in political economy at the University of Chicago, where he earned his doctorate. He earned a B.A. from the University of Michigan. Portnoy is a Chartered Financial Analyst® (CFA®) charterholder and a member of the Economic Club of Chicago.

Rigorous Empathy: Why the Adaptive Advisor Is Positioned to Succeed

The ongoing health and financial crisis will accelerate the ongoing disruption of the financial planning industry. Advisors are grappling with how to define their value proposition, moving beyond commoditized products and portfolios. To remain both impactful and profitable, some advisors have embraced a new normal in which holistic decision-making and behavioral coaching is paramount. Brian shares two concepts to help those advisors accelerate their advantage. With funded contentment, we recognize that true wealth is the ability to underwrite a meaningful life versus an unsatisfying quest for more. Rigorous empathy is how we empower our clients to achieve true wealth. That process has discrete steps to calibrate purpose, priorities, and decisions.