2nd Annual Behavioral Finance Symposium
Tell a Friend About This EventTell a Friend
 

On the heels of last year's great success, Bay area Behavioral Finance Instructors from USF, GGU, and UC Berkeley invite you to join them for the 2014 Behavioral Finance Symposium in San Francisco. This year there are nine highly qualified speakers who will provide a full day of insightful, enlightening, and practical topics in Behavioral Finance. No other event in the Bay area brings experts from both industry and academia together on the subject of Behavioral Finance.

11/8/2014
When: Saturday, November 8th
From 8am until 4:30pm
Where: Golden Gate University
536 Mission Street
San Francisco, 2nd Floor 
Contact: Rick Lehman


Online registration is closed.
« Go to Upcoming Event List  

Behavior: The Financial Game Changer

On the heels of last year's great success, Bay area Behavioral Finance Instructors from USF, GGU, and UC Berkeley invite you to join them for the 2014 Behavioral Finance Symposium in San Francisco. This year there are nine highly qualified speakers who will provide a full day of insightful, enlightening, and practical topics in Behavioral Finance. No other event in the Bay area brings experts from both industry and academia together on the subject of Behavioral Finance.
 
 
This year's topics
·          Viewing financial behavior through the lens of game theory
·          Social media as a crystal ball for market behavior
·          “Mr. Market's Mind": The implications and applications
·          The behavior behind crowded trades and strategies
·          Overcoming investor biases through behavioral coaching
·          Analyzing the behavior of retirement investors at Charles Schwab
·          The Psychology of risk
·          Policy-Based Financial Planning and Behavioral Finance: Decision Architecture for a Changing World 
 
(CE credits to be determined)
 
About the speakers:
This year’s speakers include:
Ludwig Chincarini, PhD, CFA, Professor at USF 
Dave Yeske, DBA, CFP, Managing Director, Yeske Buie 
Patrick Schotanus, PhD, Global Strategist, Kames Capital (Edinburgh, Scotland) 
W. Ben Hunt, PhD, Chief Investment Strategist Salient Partners 
Andrew Menaker, PhD, Behavioral Trainer 
Victor Ricciardi, Assistant Professor at Goucher College 
Dave Gray, CPC, VP of Retirement Plan Services, Charles Schwab & Co., Inc. 
Joe Gits, CFA, CEO, Social Market Analytics, Inc. 
Randy Merk, Adjunct Professor at GGU
(View complete speaker bios here.)
  
Pricing:
CFASF Members: $120  (Use Code Partner14 when registering)
Non-members: $220
(All registrations include breakfast and lunch, and are refundable any time before Nov. 5th.)
 
Space is limited!