Erasmus University Rotterdam (Fiscal Economic Institute), CFA Society VBA Netherlands and Kansas State University are pleased to invite you to:
Risk, Behavior & Neuroscience:
Evidence based theory and practical insights
In today's investment world both retail investors and professionals are confronted with behavior, (emotional) risk profiling and bias of the investor. Not only from a legal (MiFID2) perspective but also from an academic perspective we can learn and benefit from new research, evidence, and insights when dealing with (institutional) investors.
A few questions we will address: How to deal with behavior in an Advice and Investment Decision Process? What can we learn from the latest Neuroscience research? Is Neuroscience the next step in getting grip on the emotions of investors? How can stress be measured? Is there a relation between risk in real life and risky behavior in investing? What (academic) research is available in the US on neuroscience in a financial and risk profiling context? Do people make other investment decisions regarding their pensions? How individual is emotion when you look at investing? Is this emotion different with different investment goals?
• 14:00 hrs Registration
• 14:15 hrs Introduction by Jelle van den Berg and Robert van Beek
• 14.30 hrs The Effect of Stress-Vulnerability on Financial Satisfaction by Phillip Zepp
• 15:00 hrs Risky Decision-Making and Financial Behavior by Meghaan Lurtz
• 15:25 hrs Neuroscience & Client profiling from a US Academic Perspective by Kristy L. Archuleta, Ph.D., LMFT
• 15:45 hrs Networking break
• 16:15 hrs Wisdom of the crowds versus wisdom of the individual by Patrick Bronger
• 16:45 hrs The Neurobiology of Behaviour: the interplay of nature and nurture in decision making by Dr. Wouter van den Berg, PhD.
• 17:15 hrs Networking drinks
• 18:15 hrs End of Program
Jelle van den Berg, Erasmus University Rotterdam / FEI, Program manager Master in Financial Planning
Robert van Beek CFP® EFA FFP,
member CFA Society VBA Netherlands Behavioral Economics committee and member of Editorial Board Journal of Financial Therapy http://newprairiepress.org/jft/
Kristy L. Archuleta, Ph.D., LMFT. Editor, Journal of Financial Therapy; Program Director & Associate Professor of Personal Financial Planning, School of Family Studies and Human Services at Kansas State University.
Contributor of Book: Investor Behavior, The Psychology of Financial Planning and Investing (Wiley, 2014, Kent Baker/Victor Ricciardi 978-1-118-49298-7)together with Meghaan Lurtz and visiting professor HanNa Lim PhD. Kristy is Contributor of the recently launched book: Client Psychology (Wiley Chaffin, 2018, 978-1-119-44091-8)
Meghaan R. Lurtz is a financial psychology specialist at Kaleido Creative Study, an assistant adjunct professor of finance at the University of Maryland University College, and a PhD student at Kansas State University. She graduated from the University of Kansas with a bachelor's degree in Philosophy, Psychology, and Spanish. Her master's degree was in Industrial Organizational Psychology.
Phillip Zepp a senior analyst for the Financial Industry Regulatory Authority (FINRA). He previously worked at T. Rowe Price as a Registered Investment Advisor Representative servicing an array of retirement accounts.
Patrick Bronger is a Senior Portfolio Manager Hedge Funds at APG Pensionfund and a lecturer at Vrije Universiteit Amsterdam.
Topic: When to sell in rising markets? Wisdom of the crowds versus wisdom of the individual.
Wouter van den Berg, Ph.D. (1985) obtained his master’s degree in Business Economics (2008; cum laude) and his master’s degree in Neuroscience (2010; cum laude) at the Erasmus University Rotterdam. During his PhD, Wouter has been an advocate of inter-departmental collaboration, actively bridging the fields of behavioral economics, marketing, sales, neuroscience, endocrinology and (molecular) psychiatry in his research projects. Part of his work has been published in the Journal of Management and the Journal of the Academy of Marketing Science, and was awarded with the Sheth Foundation Best Paper Award (2012). After his PhD, Wouter co-founded BrainCompass, a talent development company using a unique DNA analysis to help professionals get the most out of their biological potential
Topic: The Neurobiology of Behaviour: the interplay of nature and nurture in decision making.
Registration is mandatory. There are limited spaces available to members so be sure to register in time.