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
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
"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
"Mindfulness or Mindlessness"
David Keller, CMT
President, Sierra Alpha Research
"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
Founder, MindMuscles, Inc.
PLUS THREE CONCURRENT HANDS-ON WORKSHOPS ON FRIDAY, NOV 3RD FROM 1-4PM
(NEW THIS YEAR!)
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...
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...