CMT Association Partners with to Produce Groundbreaking Investment Conference

The CMT Association and partner for the fifth annual Behavioral Finance Symposium.

We are very excited to be a part of this thought-leading conference which spans the full breadth of micro and macro behavioral finance.

The CMT Association is pleased to announce our continued partnership with to produce the fifth annual forum for global investors, researchers, and market analysts.

The 2017 Behavioral Finance Symposium is a unique, full-day educational event conceived and curated by faculty members from UC Berkeley Extension, University of San Francisco, and Golden Gate University in partnership with professional organizations representing the financial community. Now in its fifth year, the conference will be graciously hosted by GGU at their downtown San Francisco campus on Saturday, November 4, 2017 with a full day of workshops scheduled for interested attendees on Friday, November 3rd.

“Behavioral Finance has come of age!” proclaims Richard Lehman, Founder of and Professor at UC Berkeley Extension and Golden Gate University. “We now have more than three decades of formal research on behavior as it applies to financial decision-making. Academia has introduced the subject into mainstream college curricula. Financial institutions are incorporating it into practice. Countless books are now in the public domain, and the subject is even finding its way into government policy. Accordingly, Behavioral Finance needed a home, a central repository for all things related to the field – education, research, events, presentations, industry practices, and of course peer-to-peer collaboration with others in the field. That is our objective for the conference each year.”

Technical Analysis is a direct application of Behavioral Finance concepts and theory. For example, active investment managers and technical analysts work with prices of support and resistance. Human psychology and cognitive neuroscience explain these phenomena with their observation of heuristics, including anchoring and recency bias. Similarly, technically-driven funds capitalize on the persistent anomaly of price momentum which behaviorists have observed as the herding phenomenon. As the governing body for the Chartered Market Technician® (CMT) Program, the Association expects CMT candidates to understand and apply such material as it is covered in the CMT Body of Knowledge.

The event represents an educational forum where financial professionals, investors, industry experts, authors, and researchers come together to share and advance their knowledge of Behavioral Finance and to learn how these principles are being applied in the real world. Sessions are designed to help investment professionals:

  •     Make investment decisions/recommendations with discipline and objectivity to remove subjective bias from their process.
  •     Understand how market trends are influenced by economics as well as behavioral biases.
  •     Recognize the complementary nature of multiple analytical disciplines which may provide an important link for understanding how some investors overcome natural human biases described in many Behavioral Finance studies and find unusual success in rules-based or systematic investing strategies.
  •     Facilitate the practical application of psychological concepts pioneered by Daniel Kahneman and Amos Tversky upon serial correlation patterns in stock price data. When viewed through this lens, price/volume/volatility studies may provide a means of risk management in the portfolio context.

“We are very excited to be a part of this thought-leading conference which spans the full breadth of micro and macro behavioral finance” said Tyler Wood, Managing Director at the CMT Association. “Whether you are managing a portfolio and need to understand your own emotional impact on trading decisions, or you are an investment advisor managing client relationships, the field of Behavioral Finance offers exceptional insights for practitioners worldwide.”

The Behavioral Finance Symposium is also an opportunity to showcase the breadth of expertise at Bay Area universities while fostering deeper collaboration between academia and industry practitioners. We welcome new participants to attend this exciting event and encourage you to bring interested colleagues and clients.

View session details and individual speaker biographies.

Date: Friday and Saturday, November 3-4, 2017

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

Golden Gate University
536 Mission Street
San Francisco, CA 94105

Registration Fees:

  •     Full Symposium and Workshop – $445.00
  •     Discounted Admission made available through the CMT Association = $375.00

Registration code required partner17

  •     Symposium only – $395.00
  •     Workshop only – $165.00

*Symposium registration includes Friday evening reception, Saturday breakfast, lunch, and networking opportunities.
*Cancellations will be accepted through October 30th for a full refund.

About the CMT Association

The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest level of training within the discipline and is the preeminent designation for practitioners worldwide. Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand. Earning the CMT demonstrates mastery of a core body of knowledge of investment risk in portfolio management; including quantitative approaches to market research and rules based trading system design and testing. We strive to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking. For complete information, please visit

About is the web site of the International Forum for Behavioral Finance and Economics (IFBFE), an educational organization dedicated to advancing the field broadly referred to as Behavioral Finance and Economics. Our aim is to serve as a centralized source of information for academia, industry, service providers, trade groups, and individual investors. We are an independent organization, supported by member dues and revenue generated from events we sponsor or services we provide.

We are less concerned with finding the perfect all-inclusive definition for Behavioral Finance than we are with incorporating any and all related topics into the scope of this site. As such, our view of Behavioral Finance may include everything from studies on brain function to the effects of group dynamics on market price action, or to cultural differences in financial decision-making. In other words, if we find something that is even remotely associated with the human behavior and financial decision-making, we intend to include it on our radar. __title__

Media Contact:
Tyler Wood
Managing Director, Global Business Development
CMT Association
(646) 652-3300 x119

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About the Author: Bob Cooper

Bob Cooper is Canadian Business Tribune''s senior editor. He is also a nationally syndicated newspaper columnist and a bestselling author. He lives in London Ontario and covers the intersection of money, politics and finance. He appears periodically on national television shows and has been published in (among others) The National Post, Politico, The Atlantic, Harper’s,, Vice and He also has served as a journalist and consultant on documentaries for CBC and Global News . In 2014, he was the winner of the Society of American Business Editors and Writers' investigative journalism award, and the winner of the Izzy Award for Journalism from Ithaca College's Park Center for Independent Media. He was also a finalist for UCLA's Gerald R. Loeb Award and Syracuse University's Mirror Award. Before becoming a journalist in 2006, Sirota worked in Washington for, among others, U.S. Rep. Bernie Sanders, the U.S. House Appropriations Committee Minority Staff and the Center for American Progress.