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Practical Behavioral Finance Theory for Wealth Advisors

The Best Tool Available to Dramatically Increase Client Satisfaction and Retention Rates

12-13 Sep 2019
Chicago, IL | NBC TOWER, United States of America


Why You Should Attend

Practical Behavioral Finance Theory for Wealth Advisors

Whether the market is up or down, behavioral finance affects us all—client and advisor alike. Behavioral finance is the study of these and dozens of other financial decision-making errors that can be avoided, if we are familiar with the biases that cause them. Within behavioral finance, it is assumed the information structure and the characteristics of market participants systematically influence individuals' investment decisions as well as market outcomes. This course examines predictable errors, and helps participants discover how people are most susceptible to them.

Key Topics

  • Behavioral Economics and Finance Theory
  • Prospect Theory, Framing and Mental Accounting
  • Heuristics, Emotions and Biases
  • Personality Types and Investor Behavior
  • Behavioral Investing and Direct Market Application

    • Previous Attendees Include

    American Express, Bank of America, Regions Financial, BNY Mellon, KeyCorp, Merrill Lynch, BankUnited, Credit Suisse, HSBC USA, Bank United - N.A., BBVA Compass, Cadence Bank, Capital One, Citi Global Transaction Services, Everbank, FDIC, GE Capital Bank, Home Trust Company, M&T Bank, Sovereign, State Street Financial, Deutsche Bank, HSBC, MasterCard, Metlife, Northern Trust, PNC Bank, SunTrust Bank, TD Bank, Texas Capital Bank, UMB Financial Corp, JP Morgan Chase & Co., Wells Fargo


    Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.






    Practical Insights From

    Rick Bensignor
    CEO
    The Bensignor Group. Prior to founding his consulting firm in 2009, Rick was the Chief Market Strategist at Morgan Stanley Principal Strategies, responsible for providing the firm’s proprietary traders with strategic investment analysis & tactical trading ideas. Rick also served as Morgan Stanley’s Institutional Investor-ranked chief technical strategist, overseeing the firm’s banner technical research product after a stint as the firm’s commodities technical strategist and head of the institutional commodities sales desk. He was formerly head of technical analysis, futures & commodities at Bloomberg, following his 12-year career as a broker and trader on the floor of several New York futures exchanges. For 30+ years, he's been considered the foremost expert on the Street for calling market direction and trend exhaustion levels. Rick is frequently quoted in business media including CNBC, The Wall Street Journal, Bloomberg, The Financial Times, and Fox Business TV.

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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Emily Jones

    marcusevans, The NBC Tower
    455 N. Cityfront Plaza Dr.
    Chicago, IL 60611

    Telephone:     312.540.3000 x6714
    Fax: 312.894.6304
    Email: emilyj@marcusevansch.com