Socionomics Summit 2012: Speakers Part 2


Peter W. Atwater. Called “one of the greats when it comes to financial services” by Herb Greenberg of CNBC, Peter W. Atwater is the President of Financial Insyghts, a consulting firm to institutional money managers, hedge funds, foundations and endowments focused on issues facing the financial services industry and the economy.Atwater is teaching socionomics during the spring term at the University of Delaware, in an Honors Colloquia called Social Mood, Decision Making & Markets. The course “explores socionomics and how social mood and confidence shape the decisions we make every day and the events in politics, economics, science and culture that we see around us.”Peter has an extensive breadth of experience across capital markets, securitization, consumer credit, investment and wealth management, and bank balance sheet management and accounting arising from more than 25 years in the industry, including building and leading JPMorgan’s asset backed securities business, serving as Treasurer of Bank One and First USA and CFO of Juniper Financial (now BarclayCard US); and serving as COO of Bank One Investment Management and CEO of Bank One Private Client Services.Peter is a regular contributor to Minyanville.com and his original work has been noted by Marketwatch, NPR, the Financial Times and FTAlphaville. His article “Gimme Shelter” on the US housing market was published in the August 2011 Socionomist. Peter is currently at work on a book about how social mood affects decision making and the markets for FT Press.Peter graduated with honors from William and Mary, where he was elected to Phi Beta Kappa. He currently serves on the William and Mary Foundation Board where he chairs the Budget and Finance Committee.
Huina Mao and Johan Bollen of Indiana University are the main authors of the recent study, “Twitter Mood Predicts the Stock Market.” Their widely-reported research said “the number of emotional words on Twitter could be used to predict daily moves in the Dow Jones Industrial Average. A change in emotions expressed online would be followed between two and six days later by a move in the index, the researchers said, and this information let them predict its movements with 87.6 percent accuracy.”
Bollen and Mao spoke at the 2011 Summit and will be back at the 2012 event to discuss their latest research.
From imaging the brains of investors to developing sentiment-based investment models, Richard L. Peterson, M.D. has emerged as a leading expert on the psychology of financial decision making. As Managing Director of the MarketPsych Group, he runs three firms. Through MarketPsych, LLC he trains financial advisors and portfolio managers to improve their client relationships, emotional intelligence, and business development.As portfolio manager for the outperforming MarketPsy Long-Short Fund LP from 2008-2010, he successfully deployed predictive psychology-based quantitative models based on automated sentiment analysis of social and news media. In partnership with Thomson Reuters his firm MarketPsych Data distributes sentiment and macro-economic indices derived from language analysis (launching February 2012).In the educational field he has developed popular financial personality tests, published widely in academic journals and textbooks, and is an associate editor of the Journal of Behavioral Finance. His book, “Inside the Investor’s Brain” (Wiley, 2007) was called “outstanding” and “a seminal text” on investment psychology by Barrons and was named one of the top financial books of 2007 by Kiplinger’s. His second book “MarketPsych,” co-authored with Dr. Frank Murtha, was named a “top financial book of 2010″ by Kiplinger’s.Dr. Peterson received cum laude Electrical Engineering (B.S.), Arts (B.A.), and Doctor of Medicine degrees (M.D.) from the University of Texas. He performed postdoctoral neuroeconomics research at Stanford University, is Board-certified in Psychiatry, and is a visiting scholar at Claremont Graduate University. He lives in Los Angeles with his family. He speaks and trains professionals globally on the topics of applied behavioral finance, improving investor and advisor performance, and predictive market modeling with sentiment analysis.

Jose Carlos Carvalho received a PhD in Economics from Yale University in 1995. Since then he has been working in research and strategy in financial institutions in Brazil, covering both domestic and international markets. He was chief economist at Banco Pactual until the late 90’s, when he moved to be a founding partner of JGP, one of the first hedge funds in Brazil. He is now a partner responsible for macroeconomic research and strategy at Paineiras Investimentos.


Leena Ilmola is a senior researcher in the Exploratory projects of the Advanced Systems Analysis program of International Institute for Applied Systems Analysis. She has worked as a project leader in the Game Changers and the Global Economy 2030 project, currently her main responsibility is the 7 Shocks research methodology development project. Her research theme is uncertainty; she is developing new qualitative methods for foresight and strategic planning processes.Ms. Ilmola’s activities in the academic community profit from her long experience as a leader and consultant and also an innovator (web-based tools for qualitative research). Her research themes are strategic flexibility and anticipation systems. Her research builds on the Complex Adaptive Systems theory, strategic planning theories and theories on social cognition. Ms. Ilmola is also a member of the Board of the Finnish Futures Association.

Info: Socionomics Institute, http://www.socionomics.net/


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