October 30, 2026 | 9am – Noon
IN-PERSON SESSION – UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri Room 414
Most do-it-yourself investors don’t fail because they lack information. They fail because they lack process. The research is consistent and the pattern is familiar: capable people making the same investing mistakes repeatedly, not in ignorance, but under pressure, when emotion and noise compete with the rational framework they know they should be applying. More data, more analysis, and more market commentary do not solve that problem. A disciplined, repeatable decision process does.
This workshop applies AI co-thinking to the specific challenges of individual investors. Not as a source of stock tips or market predictions, but as a thinking partner that helps you examine your own reasoning, surface the assumptions embedded in an investment thesis, and build the kind of cognitive structure that holds up when conviction is hardest to maintain. The goal is not a smarter AI. It is a more disciplined you.
What You Will Learn
- Understand why process consistency, is a primary determinant of long-term investing success
- Use AI co-thinking to stress-test an investment thesis before you commit, surfacing assumptions you didn’t know you were making
- Apply a structured framework for evaluating investments that separates what you know from what you are assuming
- Recognize the behavioral patterns, overconfidence, confirmation bias, loss aversion, that undermine even well-informed investors, and use AI as a check on those tendencies
- Practice AI-assisted analysis on real investment scenarios, with facilitated feedback on your reasoning process
- Define what a disciplined, personal investment process looks like for your situation, and how AI co-thinking fits into it
- Distinguish between the questions AI can help you answer and the judgment calls that remain irreducibly yours
Who Should Attend
This workshop is designed for individual investors who manage their own portfolios and want to improve the quality of their decision-making process. It is appropriate for investors at all experience levels, from those who are relatively new to self-directed investing to experienced investors who have developed their own approach over time and want to pressure-test it. Participants do not need a finance or investment background, though those with one will find the framework immediately applicable to how they already work. This is not a workshop about which stocks to buy or financial advice of any kind. It is a workshop about how to think more clearly about the decisions you are already making.
About the Instructor
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Dr. Nathan Mauck is professor of finance at the Henry W. Bloch School of Management at the University of Missouri-Kansas City. He teaches financial management, advanced corporate finance, financial modeling, valuation/M&A, and international finance to undergraduate, graduate and executive students. Nathan positions himself as an AI power user, not an AI expert, a distinction he considers central to how professionals could think about AI adoption. He received his Ph.D. in finance from Florida State University and his undergraduate degree in finance from Kansas State University.
Program Details
Location and Parking
The session will be held at the UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri. Parking details will be sent prior to the session.
Cancellation & Transfer Policy
Seminar participants (or their organizational representative) should call or email Bloch Executive Education to change or cancel registrations. Cancellations made prior to 7 days from the seminar date are eligible for credit towards a future seminar but are ineligible for refund. Credit for future seminar is valid through the following seminar year. Seminar registrations may be transferred from one individual to another up to 7 days before any elected seminar. Cancellations made within 7 days from the seminar date are non-transferable and non-refundable. Bloch Executive Education reserves the right to make changes to the cancellation policy and transfer policy. The current policies will be posted on our website and will be observed regardless of previous policies or standards. “No-shows” are non-refundable and non-transferrable.
Photo and Video Release
By attending the event, you are giving Bloch School of Management permission to use photos and videos from the workshop in future promotional materials.
Available Discount Programs
UMKC and Bloch Executive Education Alumni, Kansas City Regional Association of REALTORS members, CX Central Exchange members, Saint Luke’s Health System employees, Heartland Black Chamber of Commerce members – you qualify for discounted seminar registration.
If any of the above categories apply to you, please contact us at umkcexeced@umkc.edu or 816-235-2892 to take advantage of discounted rates.
