Now more than ever, advisors are turning to experts in the field of behavioral finance to help navigate beyond the post-pandemic landscape. That’s why you won’t want to miss the 2nd annual Behavioral Advisor Forum, powered by faculty from UC Berkeley Haas School of Business. It’s the premier educational conference that combines behavioral science and finance. Engineered by the latest research, top academics and the best practitioners in the field – we bring together the most sought-after leading experts to help you find solutions for the most complex problems of today more holistically.
Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.
Experience Behavioral Advisor Forum Livestream + On-Demand with a state-of-the-art platform and features. Join us on September 10 for a livestream conference with 12.5 CE hours and 14 exceptional speakers (with the on-demand option). Ask questions, participate in polling, download presentations, take notes, find and chat with peers, even join others in a virtual room to chat - all from the comfort of your own home. (8 CE credits for the livestream conference on September 10, 4 CE credits for the on-demand recording, and .5 credit for the Bonus EdTalk).
Professors, expert practitioners, thought leaders and innovators
Note: Speakers are subject to change.
Click here to review last year's full schedule
*All times noted in Eastern Standard Time
Wednesday
September 9, 2020
Thursday
September 10, 2020
Friday
September 11, 2020
Avaiable September 1, 2020
4 Hours of On-Demand CE
Time | Session | Speaker(s) |
---|---|---|
6:00 - 7:00 p.m. EST |
Pre-conference Reception |
|
Time | Session | Speaker(s) |
---|---|---|
10:00 - 10:50 a.m. |
General Session 1: Evolution and Decision-making |
Greg La Blanc, JD, LLM |
11:00 - 11:50 a.m. |
General Session 2: Unconscious Communication & Engagement: How Remote Interactions & Environments of Uncertainty Impact Client Communication Dynamics |
Lindsay Larabee, MSIB, FBS®, CPWA® Consultant, Templar Advisors |
11:50 a.m. - |
Break with Partners and Exhibitors |
|
12:20 - 1:10 p.m. |
General Session 3: Trends in Behavioral Finance:
What Advisors Should Know About the BeFi Barometer 2020
|
Moderator: |
1:20 - 2:10 p.m. |
General Session 4: Behavioral Ethics: Not Only for ‘Bad People’ The typical approach to promoting ethical business behavior has been, firstly, to draw a clear line between good and bad, i.e., a code of conduct. Secondly, we seek to reward the former and sanction the latter. This carrot-and-stick approach, though, seems to assume that people faced with ethical dilemmas conduct a conscious, deliberate, cost-benefit analysis before making decisions. Yet, the behavioral sciences have shown us that our decision-making is often non-conscious and automatic. Even ‘good people’, therefore, could stumble into bad choices. This observation does not mean that we are all unethical. On the contrary, studies have revealed that people cheat less than they can get away with. But they do still cheat. Our moral compass is not broken, but the magnetic north is sometimes obscured and continuously moving. |
Herman Brodie |
2:10 - 3:10 p.m. |
Break with Partners and Exhibitors |
|
3:10 - 4:00 p.m. |
General Session 5: How News Habits Influence Financial Markets |
Anastassia Fedyk, Ph.D. |
4:10 - 5:00 p.m. |
General Session 6: Depression Babies: How Experiences Affect Risk-Taking |
Ulrike Malmendier, Ph.D. |
5:00 – 5:30 p.m. |
Break with Partners and Exhibitors |
|
5:30 – 6:20 p.m. |
General Session 7: 10 Things Every Businessperson Should Know About Nonverbal Behavior |
Dana Carney, Ph.D. |
6:30 – 7:20 p.m. |
General Session 8: The Psychology of Overconfidence |
Don Moore, Ph.D. |
Time | Session | Speaker(s) |
---|---|---|
11:00 a.m. – |
Post-conference Discussion with Special Guests | Neil Bage Brian Portnoy, CFA® |
On-Demand CE | Session | Speaker(s) |
---|---|---|
1 CE |
Bringing Behavioral Science to Life | Neil Bage |
1 CE |
Keeping Family Wealth: The Best Strategies of World Class Advisors |
Susan E. Kay |
1 CE |
Happy Tomorrow: Time Travel and the Problem of Goals |
Brian Portnoy, CFA® |
1 CE |
Ethics for Consultants Managing Investment Committees in Group Decision Making |
Scott Thayer, CIMA® |
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