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San Francisco Finance Symposium


CMT Association and 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.

Complete 2017 Agenda, speaker details and registration are available at

Session Agenda:

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

Speakers: Leonard Mlodinow Greg Filbeck, Ph.D., CFA, CAIA 

Saundra David Larry Berman, CFA, CMT, VTA 

Ryan Hamilton, Ph.D. 

Rick Kahler

Sandhya Krishnamurthy 

Shachar Kariv 

Krushna Rana 

Steven Moffit 

Rick Lehman

Registration for this event is closed.

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