Behavioral Finance for Advisors 2018 | Investments & Wealth Institute | 28 September 2018 | Four Seasons, 60 Yorkville Ave, Toronto, ON M4W 0A4, Canada
Venue
Four Seasons
Four Seasons, 60 Yorkville Ave, Toronto, ON M4W 0A4, Canada
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| Event Date | Fri Sep 28 EDT (about 6 years ago) |
| Location |
Four Seasons
60 Yorkville Ave, Toronto, ON M4W 0A4, Canada |
| Region | Americas |
Details
Providing behavioral coaching to your clients is critical to their (and your) financial success. In an environment where technology and commoditization are playing a larger role in the advisor/client relationship, exceptional advisors must help their clients be on their best behavior. Better outcomes can never be arbitraged away. Learn from top academics, practitioners, and industry experts how to influence better outcomes through behavioral science.
Speakers
2018 Speakers
Brian Portnoy
Director of Investment Education, Virtus Investment Partners
Daniel Egan
Director of Behavioral Finance and Investments, Betterment
David Richman
National Director, Eaton Vance Advisor Institute
Katherine Milkman
Associate Professor, The Wharton School
Michael Pompian
Founder & Chief Investment Officer, Sunpointe Investments
Sponsors & Partners
2018 Sponsors & Partners
SPONSOR:
• Global Asset Management
EXHIBITORS:
• Richardson GMP
• White Glove Workshops
• Yale School of Management
MEDIA:
• Investment Executive