2019 Behavioral Advisor Forum

Learn how behavioral patterns affect investment outcomes.

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The Speakers

 Join 15 Leading Industry Experts for this Two-Day Event

(Speakers subject to change)

Behavioral Lens on a New Product Launch

Rich Lyons, P.h.D, Professor of Finance, 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

Building an Uncatchable Lead: The New Neuroscience of Trust, Loyalty and Competitive Advantage

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