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Scott Thayer, CIMA®

Program Director, Investments & Wealth Institute

Scott serves as practitioner faculty for the Certified Investment Management Analyst®(CIMA) certification program at the University of Chicago Booth School of Business and the Yale School of Management. He’s recently retired from his role as institutional consulting director at Graystone Consulting and has been named one of Barron’s top 30 institutional consultants.

Ethics for Consultants Managing Investment Committees in Group Decision Making

Scott Thayer will explore the many issues in managing investment committees and how ethics plays a strong role in group decision making. Consulting needs to go beyond the basics of compliance and regulations and guide committees with strong ethical leadership. The presentation will focus on practical guidelines to assist consultants in this challenging area where ethics, behavioral finance and good fiduciary leadership all play strong roles in the success of investment committee decision making.


Behavioral Advisor Forum