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Get practical advice on making better investment choices and improving portfolio performance — Joachim Klement will share insights from his two decades of investing experience.


Topics: Investment IndustryInvestment Management Strategies

Hosted by CFA Institute

Overview

Every investor makes mistakes, and current market conditions have made mistakes more difficult to avoid. Joachim Klement, the author of 7 Mistakes Every Investor Makes (And How to Avoid Them): A manifesto for smarter investing, will provide practical advice on making better choices and improving performance based on his two decades of investing experience.

This webinar is free and open to CFA Institute members and non-members.

0.75 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

About the Speaker(s)

Joachim Klement
Joachim Klement CFP, CFA

Joachim Klement is a strategist at Liberum. He has more than 20 years of experience in the financial markets and has spent most of his career working with wealthy individuals and family offices, providing advice on investments and helping manage portfolios. Mr. Klement studied mathematics and physics at the Swiss Federal Institute of Technology in Zurich (ETH Zurich) and earned a master’s degree in mathematics. He later studied business administration at the University of Zurich and the University of Hagen and earned a master’s degree in economics and finance.

Nerina Visser
Nerina Visser CFA

Nerina Visser, CFA, is an ETF strategist and adviser and a director of the etfSA Portfolio Management Company, where she oversees the management of specialist investment portfolios of exchange-traded products for a broad range of clients. She serves as president on the board of CFA Society South Africa, chair of the ETF Standing Committee of the Association of Savings and Investments in South Africa, and a member of the Johannesburg Stock Exchange Issuer Regulation Advisory Committee. Ms. Visser is a co-founder of the South Africa chapter of Women in ETFs, serves on the Editorial Advisory Committee of the Collective Insight publication, and is a retirement fund trustee. She was recognized by the Financial Mail in its Analyst of the Year Awards and by CEO Magazine as one of the Most Influential Women in Business and Government in the Financial Services (Banking) category in South Africa. Ms. Visser was also recognized by CFA Institute as Volunteer of the Year in the EMEA region. She earned a BSc in mathematical statistics and applied mathematics from the University of Stellenbosch and an MBA specialising in finance from the Stellenbosch Graduate School of Business.

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