1. “Pension Awareness and Pension Communication.”

    • International Centre for Pension Management, Toronto, Canada, 2014. 

  2. “Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice.”

    • NBER Summer Institute: Household Finance, Boston, MA, 2014.

  3. ​Discussed "Money Left on the Table: An Analysis of Employee Stock Purchase Plans" by Ilona Babenko and Rik Sen.

    • Financial Intermediation Research Society Conference, Quebec, Canada, 2014.

  4. “Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice.”

    • Boulder Summer Conference on Consumer Financial Decision Making, Boulder, CO, 2014.

  5. “Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice.”

    • RAND Behavioral Finance (BeFi) Policy Forum, Washington, D.C., 2014.

  6. “Defaults Matter-Lessons from the U.S. Experience.”

    • ARC Centre of Excellence in Population Ageing Research (CEPAR) and the Research Institute for Policies on Pension and Ageing (RIPPA) Conference, Sydney, Australia 2013.

  7. “Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice.”

    • Financial Literacy Seminar Series (FLSS), a joint initiative of the Global Financial Literacy Excellence Center (GFLEC) and the Federal Reserve Board, Washington, D.C., 2013.

  8. “Judging the Quality of Online Financial Advice: The Good, the Bad and the Adviser.”

    • Australian Colloquium of Superannuation Researchers, Sydney, Australia, 2013.

  9. “Judging the Quality of Online Financial Advice: The Good, the Bad and the Adviser.”

    • Marketing and Public Policy Conference, Washington, D.C., 2013.

  10. “Judging the Quality of Online Financial Advice: The Good, the Bad and the Adviser.”  Poster Session

    • Boulder Summer Conference on Consumer Financial Decision Making, Boulder CO, 2013.

  11. “Target-Date Funds: Survey and Administrative Evidence.”

    • American Economic Association Conference, San Diego, CA, 2013.

  12. “Superannuation Knowledge and Plan Behaviour in Australia.”

    • AIST Research Symposium, Melbourne, Australia, 2012.

  13. “Target-Date Investing, Behavioral Finance and Financial Literacy.”

    • UTS, Paul Woolley Centre for the Study of Capital Market Dysfunctionality, Sydney, Australia, 2012.

  14. “What People Know about Target Date Funds: Survey and Focus Group Evidence.”

    • University of New South Wales, Centre for Pensions and Superannuation Seminar Series, Sydney, Australia, 2012.

  15. “What People Know about Target Date Funds: Survey and Focus Group Evidence.”

    • University of Western Australia, Perth, Australia, 2012.

  16. “What People Know about Target Date Funds: Survey and Focus Group Evidence.”

    • University of Melbourne, Department of Finance, Melbourne, Australia, 2012.

  17. “Financial Education and Pension Plans.”

    • NBER Conference on Retirement Benefits for State and Local Employees, Jackson, Wyoming, 2012.

  18. “Financial Literacy Around the World: Preliminary Australian Results.”

    • Colloquium of Superannuation Researchers, UNSW, Sydney, Australia, 2012.

  19. “Excessive Extrapolation, Annuitization and Equity Allocations.”

    • Colloquium of Superannuation Researchers, UNSW, Sydney, Australia, 2012.

  20. “Excessive Extrapolation, Annuitization and Equity Allocations.”

    • Paul Woolley Centre for the Study of Capital Market Dysfunctionality Workshop, UTS, Sydney, Australia, 2012.

  21. “What People Know about Target Date Funds: Survey and Focus Group Evidence.”

    • First Annual Conference of the Financial Literacy Research Consortium: New Insights and Advances in Financial Literacy: Translation, Dissemination, Change, Washington, D.C., 2010.     

  22. “Financial Literacy and Payouts.”

    • Financial Literacy: Implications for Retirement Security and the Financial Marketplace Conference, Pension Research Council Symposium at Wharton, Philadelphia, PA, 2010.

  23. “An Experimental Study of the Effect of Prior Market Experience on Annuitization and Equity Allocations.” 

    • Darden Seminar Series, Charlottesville, VA, 2010.

  24. “The Reluctant Retirement Trader: Do Asset Returns Overcome Inertia?”

    • The Improving Financial Literacy and Reshaping Financial Behavior Conference, Networks Financial Institute, Indianapolis, IN, 2009.

  25. “The Role of Framing in Retirement Saving Decision Making.”

    • Financial Literacy in Times of Turmoil and Retirement Insecurity Conference. Co-hosted by Wharton’s Pension Research Council and Boettner Center, the University of Michigan Retirement Research Center and The Retirement Security Project/Brookings Institution.  Funding by the Social Security Administration. Brookings Institute, Washington, D.C., 2009.

  26. “Who Chooses Annuities: An Experimental Investigation of Gender, Framing and Defaults.”

    • The American Economic Association Meeting, New Orleans, LA, 2008.

  27. “Personalized Retirement Advice and Managed Accounts: Who Uses Them and How Does Advice Affect Behavior in 401(k) Plans.”

    • Netspar, Amsterdam, Netherlands, 2007.

  28. “Personalized Retirement Advice and Managed Accounts: Who Uses Them and How Does Advice Affect Behavior in 401(k) Plans.”

    • The American Economic Association Conference, Boston, MA, 2006.

  29. “Asset Allocation and Information Overload: The Influence of Information Display, Asset Choice and Investor Experience.” 

    • How to Increase the Effectiveness of Financial Education: Lessons from Economics and Psychology Conference, Dartmouth College, Hanover, NH, 2005.

  30. Discussed two papers: “$100 Bills on the Sidewalk: Suboptimal Savings in 401(k) Plans.” By James J. Choi, David Laibson, and Brigitte C. Madrian and “The Effects of Portfolio Choice on Retirement Wealth Outcomes” by Jeffrey R. Brown and Scott J. Weisbenner.

    • The Retirement Research Consortium Seventh Annual Conference, Washington, D.C., 2005.

  31.  “An Analysis of How Individuals React to Market Returns in One 401(k) Plan.”

    • The Sonderforschungsbereich (SFB) 504 at the University of Mannheim, Mannheim, Germany, 2005.

  32.  “An Analysis of How Individuals React to Market Returns in One 401(k) Plan.”

    • William and Mary Economics Department, Williamsburg, VA, 2005.

  33. “Asset Allocation and Information Overload: The Influence of Information Display, Asset Choice and Investor Experience.”

    • Financial Management Association Meeting, New Orleans, LA, 2004.

  34. “An Analysis of How Individuals React to Market Returns in One 401(k) Plan.”

    • Frank Batten Young Scholars Conference Meeting, Williamsburg, VA, 2004.

  35. “What do we do with our Pension Money? Recent Evidence from 401(k) Plans.”

    • Retirement Research Consortium Fifth Annual Conference, Washington, D.C., 2003.

  36. “What do we do with our Pension Money? Recent Evidence from 401(k) Plans.”**

    • Wharton’s Household Portfolio-Choice and Financial Decision Making Conference, Philadelphia, PA, 2003.

  37. “What do we do with our Pension Money? Recent Evidence from 401(k) Plans.”**

    • ​American Finance Association Meeting, Washington, D.C., 2003.

  38. “Inefficient Choices in 401(k) Plans: Evidence from Individual Level Data.”

    • Drexel University, Philadelphia, PA, 2002.​

    • Federal Reserve Board of Governors, Washington, D.C., 2002.

    • George Washington University, Washington, D.C., 2002.

    • Georgia Tech, Atlanta, GA, 2002.

    • The College of William and Mary, Williamsburg, VA, 2002.

    • University of Georgia, Athens, GA, 2002.

    • University of Richmond, Richmond, VA, 2002.

    • Financial Management Association Meeting, San Antonio, TX, 2002.

    • Frank Batten Young Scholars Conference, Williamsburg, VA, 2002.

    • Retirement Research Consortium Fourth Annual Conference, Washington, D.C., 2002.

  39. Discussed: “Investors Chase after Performance: Evidence from Mutual Fund Advertising” by Xiaofei Kong.

    • Financial Management Association Meeting, San Antonio, TX, 2002.

  40. “Portfolio Choice and Trading in a Large 401(k) Plan.”

    • Financial Management Association Meeting, Seattle, WA, 2000.

 

 

Presentations-Academic