Thinking Clearly in a Crisis: A discussion on making good family business decisions in a stressful environment

Join Drexel Morgan Capital Advisers’ Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, CFA, Portfolio Manager, along with Barbara Spector, Editor-in-Chief, Family Business Magazine. as they discuss the implications and impact of behavioral biases on your family business.

Thursday, June 25, 2020
2 p.m. ET | 11 a.m. PT
60 mi
nutes

 

https://globalmeet.webcasts.com/starthere.jsp?ei=1332468&tp_key=895103bf6c

Behavioral biases impact every decision we make and many of us are unaware of our own biases. The uncertainty and stress created by the coronavirus pandemic has thrust us into an environment where our biases are magnified, and it is important to avoid irrational decisions, especially those which can have long lasting effects on our families, our employees and our customers. 

We will discuss common biases that affect decision making, discuss how these biases may be impacting your businesses, investments and family dynamics, and suggest steps you can take to lessen their influence.  

This webinar will address:

  • Our primitive brains:  heuristics and how biases influence our decisions
  • Common crisis induced biases
  • Making investment and business decisions during a storm of uncertainty
  • Recommendations for recognizing and combatting your biases

Join Drexel Morgan Capital Advisers’ Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, CFA, Portfolio Manager, along with Barbara Spector, Editor-in-Chief, Family Business Magazine, as they discuss the implications and impact of behavioral biases on your family business.

 


Speakers

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Erich Hickey, CFA

Chief Operating Officer and Chief Investment Officer, Drexel Morgan Capital Advisers

Mr. Hickey is Chief Operating Officer and Chief Investment Officer of Drexel Morgan Capital Advisers.  In this role, he is responsible for leading the strategic initiatives across business development, business operations, and marketing.  In addition, he is also responsible for macroeconomic research, financial market analysis, investment strategy and research, manger selection, asset allocation and portfolio management.  He also manages client portfolios and relationships. He is a member of the firm’s Investment and Management Committees.

Prior to joining Drexel Morgan, Erich was President and Co-Founder of Spouting Rock Wealth Advisors, a Philadelphia based consulting firm serving family offices.  Before that, he was the Director of Investments for a single family office and a fixed income portfolio manager and trader at The Glenmede Trust Company. 

Erich earned a B.S. in biology from Davidson College. He is a holder of the right to use the Chartered Financial Analyst® designation.

He serves on the investment committee for the Pennsylvania Horticultural Society and the board of directors of Roots2Rise Wellness.

Erich resides in Radnor, PA, where he lives with his wife and 4 children.  He enjoys playing golf.


 

 

 

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Joseph Zaccardi, CFA

Portfolio Manager, Drexel Morgan Capital Advisers

Mr. Zaccardi is a Portfolio Manager at Drexel Morgan Capital Advisers.  In this role, he is responsible for managing and monitoring client portfolios, including delivering investment results to clients, asset allocation, and trading.   He performs investment research, including manager due diligence and periodic reviews.  He also contributes to market and macroeconomic research.  He is a member of the firm’s Investment Committee.

Prior to joining Drexel Morgan, Joseph was a research analyst at Persimmon Capital Management.  Before that, he was a credit analyst at Eaton Corporation. 

Joseph earned a M.S. in finance from Drexel University LeBow College of Business and a B.S. in finance from the University of Pittsburgh. He is a holder of the right to use the Chartered Financial Analyst® designation.

Joseph resides in Conshohocken, PA, where he lives with his wife and son. 

 

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Barbara Spector

Editor-in-Chief, Family Business Magazine

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited seven volumes of the acclaimed Family Business Handbook series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Benefits

• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time


Sponsor

Drexel Morgan Capital Advisers