We explore an important question: How can we help investors make rational decisions during a global pandemic?

Anxiety, scarcity mindset, and numerous behavioural biases mean that these uncertain times lead to sub-optimal behaviours by investors.

How can we help financial advisors and investors achieve better long-term outcomes?

Learn the evidence-based solutions from behavioral economics, and BEworks' own research and case-studies, that can be applied to help investors make better decisions during times of market irrationality.

Hear from David Lewis, BEworks’ Chief Client Officer, and Max Thompson, BEworks’ Executive Advisor to Financial Services, with an introduction by BEworks Co-founder, Professor Dan Ariely.

Over 500 registrants from 48 countries and attendees from organizations including:

About the Speakers

Dan Ariely PhD
Co-Founder & Chief Behavioral Scientist, BEworks

Dan is the James B Duke Professor of Behavioral Economics at Duke University and co-founder of BEworks. He is considered a world expert on financial decision-making and has authored several NYT best-selling books on the topic, including Predictably Irrational, The Upside of Irrationality, and Dollars and Sense.

David Lewis PhD, MBA, CFA
Chief Client Officer, BEworks

David advises senior leaders on the impact of BE on their business challenges. David has held numerous senior positions including President, CEO, and Board Chair, at global financial institutions including Barclays Wealth USA, UBS Bank USA, UBS Financial Services Americas, ING DIRECT USA, and Bank of Nova Scotia.

Max Thomson MBA, CFA
Executive Advisor, Financial Services, BEworks

At BEworks, Max uses his expertise and experience in collaborating with financial institutions to understand their challenges and articulate how BE infused strategies can complement core underlying strategies. He has spent 20+ years with Royal Bank of Canada and is a subject matter expert in Retail Banking and Wealth Management.

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only unconsidered presentation