CEO, Director of Equity Research

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Do you find yourself wondering: How did we get here? How did the United States of America get into such a predicament whereby in one year, 2008, the financial system nearly vaporized, the stock market crashed, real estate tanked, and major corporations were being bailed out. Barry Ritholtz, author of Bailout Nation, will dissect the macroeconomic news and cut through the spin.

Founder and President of The Table Group

Not approved for CFP® credit

After focusing on topics ranging from teamwork to employee engagement, acclaimed management expert, consultant, speaker, and New York Times best-selling author Patrick Lencioni has turned his attention toward client service. In his latest book and presentation, Getting Naked: Shedding the Three Fears that Sabotage Client Loyalty, Lencioni taps into the simple but powerful model for building stronger client relationships. The focus of Pat’s presentation will be the importance of humble service and the three fears that cause financial advisors to unknowingly sabotage their ability to build trust and loyalty. And, as always, Lencioni provides a practical approach for overcoming those fears.

Patrick Lencioni is founder and president of The Table Group, a specialized management-consulting firm focused on organizational health. Pat’s passion for organizations and teams is reflected in his writing, speaking, and consulting. Lencioni is the author of eight best-selling books with over 2.5 million copies sold. After several years in print, his book The Five Dysfunctions of a Team continues to be a fixture on national best-seller lists. The Three Signs of a Miserable Job became an instant best-seller in the Wall Street Journal, New York Times and BusinessWeek. And his latest work, The Three Big Questions for a Frantic Family, was released in August, 2008.

Former CNBC Chief Economist and Co-Host of SQUAWK BOX

Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards

All financial crises follow a pattern, and the current U.S. experience is no exception. As a Federal Reserve economist, Dr. Marci Rossell followed the Asia Crisis of ‘97. As chief economist for CNBC, she explained the financial market turmoil sparked by the September 11 terrorism. And now she continues with her groundbreaking explanation of just how we got into this mess and how we get out of it.

Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Her animated style was honed when she served as the popular, lively Chief Economist for CNBC in the months immediately following September 11th. She takes complex economic issues, often dull in the button-down business press, and makes them relevant to people’s lives, families, and careers.

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Marci Rossell on LeadingAuthorities.com

Behavioral Economist; Best-selling Author

Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards

Who Put the Monkey In the Driver’s Seat? Dan will discuss how the principles of behavioral economics can help us understand some of the irrationalities that influence our everyday behavior, including the choices we make when it comes to pricing, the effects that expectations have on our decisions, and the factors that cause us to behave dishonestly. Using these basic behavioral economic principles, he will explain common financial decision making mistakes people make and illustrate how this research can be applied to the financial industry.
 
Dan Ariely is the James B. Duke Professor of Behavioral Economics at Duke University and visiting Professor at the MIT Media Lab. A behavioral economist, Ariely’s research has shown that we all succumb to irrationality in situations where rational thought is  expected. He is an expert on how people actually act—and why they act—in all kinds of business and economic environments, and what this means for business innovation, strategy, marketing and pricing. Ariely is the author of The New York Times best-seller,
Predictably Irrational: The Hidden Forces That Shape Our Decisions (HarperCollins). In this groundbreaking work, Ariely
presents often humorous and peculiar research findings that provide new insights into human behavior – that will help us
make better decisions as individuals, as corporations, and as a society.

Investment Advisor Magazine

Cover Story: The Upside of Irrationality

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More? Try one of Dan’s behavioral economics experiments by clicking here