2019 Behavioral Advisor Forum

Learn how behavioral patterns affect investment outcomes.

The Speakers

 Join 15 Leading Industry Experts for this Two-Day Event

(Speakers subject to change)

General Session Kickoff

Rich Lyons, P.h.D., will present the first general session of the Behavioral Advisor Forum.

Rich Lyons, P.h.D, Dean of the Haas School of Business 8:10 - 9:00 a.m. September 23, 2019

Biology, Complexity, and the Benefits of Bias

Gregory La Blanc, Ph.D., Distinguished Teaching Fellow, Haas School of Business, UC Berkeley 9:15 - 10:05 a.m. September 23, 2019

The Investor's Worst Enemy

Terrance Odean, Ph.D., Rudd Family Foundation Professor of Finance 10:20 - 11:10 a.m. September 23, 2019

The Paradox of Choice: Why More Isn't Always Better Than Less

Barry Schwartz Ph.D., Lecturer, Psychology, Haas School of Business, UC Berkeley 11:30 a.m. - 12:30 p.m. September 23, 2019

The New Neuroscience of Doubling Production

Robert Cooper, Ph.D., CEO, Cooper Neuroscience Lab 4:00 - 5:00 p.m. September 23, 2019

Investments & Wealth Research Findings

Charles Schwab Investment Management, and Cerulli Associates. 8 :00 - 9:00 a.m. September 24, 2019

Women of the Street: Why Female Money Managers Generate Higher Returns

Meredith Jones, Founder, Alternative Investment Research 9:15 - 10:15 a.m. September 24, 2019

The Behavioral Retiree

Steve Vernon, Ph.D,, Research Scholar, Stanford Center for Longevity 11:30 a.m. - 12:30 p.m. September 24, 2019
Register for pre-conference workshop, Sunday, September 22

Key Objectives


Explore the driving forces behind financial decisions

Utilize behavioral research to influence clients

Remove emotional friction from family-planning dynamics

Apply behavioral science techniques


Thank You to Our Participating Partners & Sponsors