Presentations-Practitioner

 

1. "Personal Pension Investments and the Role of Financial Literacy"

   • ADBI-Japan-OECD High-Level Global Symposium, Tokyo, Japan, 2015.

2. Moderator Panel on Behavioral Finance

   • Women’s Private Equity Conference, Washington, D.C. 2014. 

3. “Behavioral Finance, Financial Literacy and Communications”

   • Melbourne Financial Services Symposium, Melbourne, Australia, 2012.

4.  “Behavioral Finance, Financial Literacy and Communications”

   • ​ Defined Contribution Institutional Investment Association Academic Forum, Boston, MA, 2011

5. “Behavioral Finance and Investment Decisions”

   •  IFTA Conference, Berlin, Germany 2010.​

6. “Behavior Patterns of the Retirement Investor: Lessons from Academia.”

   • MFEA Retirement Investment and Income Executive Council Forum, Boston, MA, 2010.​

7.  “Behavioral Finance in Retirement Savings: The Role of Choices and Framing in Decision Making.”

   • ​AARP Retirement Income Summit, Washington, D.C., 2009

8.  “Retirement Plans and Behavioral Finance: New Lessons from Academia.”

   • Central Virginia Employee Benefits Council, Richmond, VA, 2009.

9.  “Lessons from the U.S.: Gender, Savings and Defined Contribution Plans.”

   • The World Bank Workshop on Sharing the Growth Dividend: Women in the ECA Region, Washington, D.C., 2008.

10. “Annuities and Behavioral Finance.”

    • TIAA-CREF Institutes Fellows Symposiums, New York, NY, 2007. 

11.  “Behavioral Finance and 401(k) Plans.” 

    • ​Florida West Coast Employee Benefits Council Dinner, Tampa, FL, 2006. 

12. “Recent Trends in Behavioral Finance.” 

    • Richmond Estate Planning Council, Richmond, VA, 2005.  

13.  “What’s New from the Ivory Tower?”

    • 401(k) Summit, San Diego, CA, 2005

14.  “Delivery of Participant Services and Education.” 

    • 401(k) Summit, San Diego, CA, 2005.

15.  “Investment Trends in 401(k) Plans and Plan Design.”

    • National Pension Specialists Meeting, Williamsburg, VA, 2003.