2019 Behavioral Advisor Forum | Investments & Wealth Institute | 23 September 2019 | 2 New Montgomery St, San Francisco, CA 94105, USA
Venue
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| Event Date |
Mon Sep 23 PDT - Tue Sep 24 PDT (about 5 years ago)
In your timezone (EST): Mon Sep 23 10:00am - Tue Sep 24 3:30pm |
| Location | 2 New Montgomery St, San Francisco, CA 94105, USA |
| Region | Americas |
Details
The 1st Annual Behavioral Advisor Forum is the premier educational conference, brought to you by the Investments & Wealth Institute, for elite advisors who wish to incorporate the latest research and best practices in the field of behavioral science. Helping clients make better financial decisions is both an art and science, and a way to add significant value as an investment or wealth advisor.
Speakers
2019 Speakers
Rich Lyons
P.h.D, Professor of Finance, Haas School of Business
Gregory La Blanc
Ph.D., Distinguished Teaching Fellow, Haas School of Business
Terrance Odean Ph.D.
Rudd Family Foundation Professor of Finance
Barry Schwartz Ph.D.
Lecturer, Psychology, Haas School of Business
Robert Cooper
Ph.D., CEO, Cooper Neuroscience Lab
Charles Schwab
Investment Management, and Cerulli Associates
Meredith Jones
Founder, Alternative Investment Research
Steve Vernon, Ph.D
Research Scholar, Stanford Center for Longevity
Sponsors & Partners
2019 Partners & Sponsors
PLATINUM PARTNER:
• American Funds
• Ameritrade
GOLD PARTNER:
• Swan Global Investments
SPONSOR:
• Charles Schwab Investment Management
BRONZE SPONSORS:
• Matthews Asia
• Thrivent Mutual Funds
EXHIBITOR:
• Toews Corporation
• Wasatch Funds