San Francisco Behavioral Finance Symposium

November 3, 2017 @ 1:00 pm – November 4, 2017 @ 8:00 pm
Golden Gate University
536 Mission Street
San Francisco
CA 94105

CMT Association and BehavioralFinance.com are co-hosting the 5th Annual Behavioral Finance Symposium on November 3rd – 4th in San Francisco’s SoMa district. This investment conference is a unique educational event conceived and curated by faculty members from Golden Gate University, UC Berkeley Extension, and University of San Francisco. Partnering with professional organizations, this conference has become a must see event for the financial community.

Now in its fifth year, the Behavioral Finance Symposium will deliver a stellar cast of experts to enlighten you and improve your approach to markets.

The event represents a content-rich educational forum where investment professionals, industry experts, authors, and researchers all come together to advance their understanding of markets and to learn how principles of behavioral finance are being applied to trading and investing. Pioneering content is presented by academic and industry practitioners and the conference agenda is balanced with a full agenda of networking opportunities for all attendees to extend the collaboration between the financial community and Bay Area universities.

New this year, three concurrent workshops with run Friday afternoon and all attendees are invited to attend a celebratory opening reception at Palomino’s from 5-8pm. The conference will continue all day Saturday from 8-4pm. Presentations are all graciously hosted by GGU at their downtown campus just south of market street.

November 3-4, 2017

Friday Workshops: 1:00 PM – 4:00 PM PT
Friday Networking Reception: 5:00 – 8:00 PM PT @ PALOMINO’S
Saturday Conference: 8:00 – 4:00 PM PT


Golden Gate University
536 Mission Street
San Francisco, CA 94105


*Symposium registration includes Friday evening reception, Saturday breakfast, lunch, and networking opportunities.

*Cancellations will be accepted through October 30th for a full refund.



Leonard Mlodinow

Leonard Mlodinow is the author of five best-selling books in subjects ranging from behavioral science to theoretical physics.  His book Subliminal: How Your Unconscious Mind Rules Your Behavior, won the 2013 PEN/E.O. Wilson award for literary science writing; and his book The

Greg Filbeck, Ph.D., CFA, CAIA

GREG FILBECK, Ph.D., CFA, CAIA Finance Professor at Penn State with 7 books and 90 journal

David Keller, CMT

David Keller, CMT

David Keller, CMT is the President of Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness.  He combines the strengths of technical analysis, behavioral finance, and data visualization to identify investment

Saundra Davis

SAUNDRA DAVIS Founder of Sage Financial Solutions and nationally recognized financial coach, educator, and

Larry M. Berman, CMT, CTA, CFA

Larry M. Berman appears weekly on BNN's Berman's Call where he blends fundamentals with expert technical analysis to help BNN viewers uncover opportunities in the marketplace. He is a Co-Founder of ETF Capital Management and The Independent Investor Institute -- an

Rick Kahler, MS, CFP®, ChFC, CCIM

Rick Kahler, MS, CFP®, ChFC, CCIM -  President, Kahler Financial