News: 2017 Behavioral Finance Symposium in San Francisco

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In addition to launching its new website, the International Forum for Behavioral Finance and Economics has opened registration for the 2017 Behavioral Finance Symposium, to be held Nov. 3 and 4. Now in its fifth year, this event brings together industry and academia to provide relevant and applicable education on behavioral finance to financial and corporate professionals, as well as individual investors and traders.

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The event is co-produced by the CMT Association and hosted by Golden Gate University at its downtown San Francisco campus (536 Mission St.).

Richard Lehman— instructor of our Behavioral Finance course, as well as founder of the Symposium and Adjunct Professor of Behavioral Finance at GGU—says, "We are very excited to mark the occasion of our fifth year with five-time best-selling author Leonard Mlodinow as our special guest. As an instructor of Behavioral Finance, I find Dr. Mlodinow's book Subliminal to be one of the most important books in the field for understanding the hidden forces that drive our actions and decisions."

This year, the Symposium also adds a half day of comprehensive workshops and a "meet the experts" reception. Featured speakers include

  • Dr. Greg Filbeck, CFA, CAIA, Penn State finance professor
  • David Keller, CMT, former Managing Director of Research at Fidelity Investments
  • Saundra Davis, MSFP, founder of Sage Financial Solutions
  • Larry Berman, CFA, CMT, VTA, Partner and CIO of ETF Capital Management and Quintessence Wealth
  • Shachar Kariv, Ph.D., Benjamin N. Ward Professor of Economics and Economics Department Chair at UC Berkeley

Workshop topics include "Understanding Client Behavioral Scripts," "Behavioral Science in Fintech" and "Behavioral Implications for Traders and Technicians."

Get details and event registration information.

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