2017 Behavioral Finance Symposium

The fifth year of our signature Behavioral Finance Symposium will deliver a stellar cast of experts to enlighten you and promises to be the best yet! This year's event will include a Workshop series on Friday afternoon, allowing you to immerse yourself for three hours of in-depth hands-on knowledge. Workshop options include Financial Planning, Technology, and Technical Analysis & Trading.


  • Expert speakers on behavioral finance topics ranging from unconscious thinking to behavioral coaching 
  • Workshops added this year!
  • Friday evening 'meet the speakers' reception
  • Video recording available for those unable to attend
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Special Guest

Leonard Mlodinow

Leonard Mlodinow is the author of five best-selling books in subjects ranging from behavioral science to theoretical physics.  His book Subliminal: How Your Unconscious Mind Rules Your Behavior, won the 2013 PEN/E.O. Wilson award for literary science writing; and his book The Drunkard’s Walk: How Randomness Rules Our Lives was short-listed for the Royal Society book award.  

CE Credits Approved!
  CFA-7   CMT-5   FPA-8

Featured Speakers

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"The ENdowment Effect"

Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM
Samuel P. Black III Professor of Finance and Risk Management
Director, Black School of Business, Penn State Erie, the Behrend College

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"Mindfulness or Mindlessness"

David Keller, CMT
President, Sierra Alpha Research

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"Coaching & Communication for Advisors"

Saundra Davis, MSFP
Founder of Sage Financial Solutions and nationally recognized financial coach, educator, and consultant.


"Using technical indicators to incorporate behavioral biases into the investment process"

Larry Berman, CFA, CMT, VTA
Partner and CIO of ETF Capital Management and Quintessence Wealth

"Putting risk attitudes under the microscope"

Shachar Kariv, PhD
Benjamin N. Ward Professor of Economics and Economics Department Chair at UC Berkeley

Our 2017 Master of Ceremonies

Richard Friesen
Founder, MindMuscles, Inc.



Rick Kahler, CFP

Rick Kahler, CFP

Understanding client behavioral scripts

Financial planners encounter numerous behavioral biases in their interactions with clients. Follow the guidance of a seasoned planner who can help you navigate the challenges of these relationships. Read more...

Sandhya Krishnamurthy

Sandhya Krishnamurthy

Steven Moffit, PhD

Steven Moffit, PhD

Behavioral Science in fintech

Behavioral Psychology is at the heart of all decisions, including financial decisions. What happens when technology is inserted into this already complicated mix of finance and behavior? This workshop explores how behavioral factors impact people’s interaction with technology, especially in the financial services domain.  Read more...


Behavioral Implications for traders and Technicians

Behavioral factors can significantly impact short term traders and those who utilize various forms of technical analysis. On the other hand, behavioral anomalies in the markets can also provide numerous trading opportunities to exploit. Both will be discussed in this in-depth workshop. Read more...



Plus: Friday networking and "meet the speakers" reception at Palomino's (5-8pm)




REGISTER for the SYmposium and workshops NOw!

(10/20 --Note: STill have two hotel rooms in our room block available at $189/night! E-mail us if interested)