Events and Presentations

Cornell University, Dyson School of Applied Economics and Management, Applied Behavioral Economics in Finance and Marketing (AEM 6150), Spring 2022

Cornell University, Dyson School of Applied Economics and Management, CEMS Masters in International Management Project (AEM 6993), Spring 2022

Defined Contribution Institutional Investor Association (DCIIA), Academic Forum, Pennies Reframing of Savings, Prospective November 17-18, 2021

Financial Literacy Leadership Conference, Behavioral Finance Panelist on Cryptocurrency and Investing Apps, Prospective November 10, 2021

SEC Investor Advisory Committee Panel Discussion, Reimagining Investor Protection in a Digital World: Behavioral Design of Online Trading Platforms, September 9, 2021 (web archive playback at 53:20)

Cornell Tech, Applications of Behavioral Finance in the Digital Age, April 28, 2021

Honolulu, Oahu, Corporate Event, Using Behavioral Economics to Democratize Savings, October 30, 2019

UCLA Anderson School of Management, RSM Program, guest speaker on Nudge Units: Applying Behavioral Science, August 27, 2019

UCLA Luskin School of Public Affairs, course on California Public Policy Challenges by Senate Pro tem Emeritus Kevin de León, guest speaker for class on Retirement Security, April 29, 2019

UCLA Anderson School of Management, MBA course on Choice Architecture in Practice, guest speaker on Nudge Units: Getting Started with Consulting-Based Approaches, April 11, 2019

Pasadena, California, Regional Corporate Event, Using Behavioral Economics to Democratize Savings, March 27, 2019

City, University of London, Cass Business School, Research on Microsavings Under Uncertainty in the Gig Economy, March 4, 2019

Los Angeles, California, 401(k) Fridays, What’s Next For Automatic 401(k) Plan Features & Behavioral Finance?, March 1, 2019

Indianapolis, Indiana, National Corporate Event, Using Behavioral Economics to Democratize Savings, January 29, 2019

City, University of London, Cass Business School, Research on Pennies Per Dollar Reframing and Savings, September 3, 2018

UCLA Anderson School of Management, Executive MBA program course on behavioral economics and marketing, guest speaker on Implementing Behavioral Science Initiatives, August 16, 2018

UCLA Anderson School of Management, PhD Seminar on Nudging and Field Research: Birdseye’s View from a Practitioner-Researcher, May 2, 2018

Allianz Global Investors, Behavioral Finance Certification Program Training, June 23-24, 2016

Allianz Global Investors, Behavioral Finance Certification Program Training, October 15-16, 2015

Allianz Global Investors, Behavioral Finance Certification Program Training, June 8-9, 2015

Allianz Global Investors, Behavioral Finance Certification Program Training, October 9-10, 2014

Allianz Global Investors, Behavioral Finance Certification Program Training, June 17-18, 2013

Allianz Global Investors, Behavioral Finance Certification Program Training, October 11-12, 2012

Allianz Global Investors, Behavioral Finance Certification Program Training, June 11-12, 2012