2019 ACADEMIC RESEARCH COLLOQUIUM

FOR FINANCIAL PLANNING AND RELATED DISCIPLINES

 

KEYNOTE SPEAKERS

Dr. Vicki Bogan
Associate Professor
Charles H. Dyson School of Applied Economics and Management in the SC Johnson College of Business at Cornell University

Dr. Vicki BoganDr. Vicki Bogan is an associate professor in the Charles H. Dyson School of Applied Economics and Management in the SC Johnson College of Business at Cornell University. She conducts research in the areas of financial economics and behavioral finance with an emphasis on household financial decision making behavior. She has published numerous journal articles and book chapters including articles in the Review of Economics and Statistics, the Journal of Financial and Quantitative Analysis, the Review of Finance, Health Economics, and the American Economic Review Papers and Proceedings. Dr. Bogan’s research has received considerable media attention including radio interviews and coverage in Forbes.com, the Wall Street Journal website, PsychologyToday.com, and the Harvard Business Review Blog. She also has been featured on the PBS News Hour – Paul Solman’s Making Sense and the Lou Hutt Show on Sirius XM radio. Dr. Bogan teaches undergraduate finance courses at Cornell University and has received two outstanding educator awards and the SUNY Chancellor’s Award for Excellence in Teaching.

Dr. Bogan holds a Sc.B. degree in Applied Mathematics and Economics from Brown University, an M.B.A. in Finance and Strategic Management from the Wharton School of the University of Pennsylvania, an M.A. in Economics from Brown University, and a Ph.D. in Economics from Brown University. She also has held a visiting fellow appointment at Princeton University.


Dr. Terrance Odean
Rudd Family Foundation Professor of Finance Group
Haas School of Business at the University of California, Berkeley

Dr. Terrance Odean is the Rudd Family Foundation Professor of Finance Group at the Haas School of Business at the University of California, Berkeley. He is a member of the Journal of Investment Consulting editorial advisory board, of the Russell Sage Behavioral Economics Roundtable, of the WU Gutmann Center Academic Advisory Board at the Vienna University of Economics and Business and is a Wall Street Journal Expert Panelist. He received the James R Vertin Award from the CFA Institute in 2016. He has been an editor and an associate editor of the Review of Financial Studies, an associate editor of the Journal of Finance, a co-editor of a special issue of Management Science, an associate editor at the Journal of Behavioral Finance, a director of UC Berkeley’s Experimental Social Science Laboratory, a member of the Russell Investments Academic Advisory Board, a visiting professor at the University of Stavanger, Norway, and the Willis H. Booth Professor of Finance and Banking. As an undergraduate at Berkeley, Odean studied Judgment and Decision Making with the 2002 Nobel Laureate in Economics, Daniel Kahneman.


Dr. Scott Rick
Associate Professor of Marketing
University of Michigan’s Ross School of Business

Dr. Scott Rick received his PhD in Behavioral Decision Research from Carnegie Mellon in 2007, and he then spent two years as a post-doctoral fellow at Wharton. Rick’s research focuses on understanding the emotional causes and consequences of consumer financial decision-making, with a particular interest in the behavior of tightwads and spendthrifts. The overarching goal of his work is to understand when and why consumers behave differently than they should behave (defined by an economically rational benchmark, a happiness-maximizing benchmark, or by how people think they should behave), and to develop marketing and policy interventions to improve consumers’ decision making and well-being.

Dr. Rick has published in marketing, psychology, management, neuroscience, and economics journals, including the Journal of Consumer Research, the Journal of Marketing Research, the Journal of Consumer Psychology, Organizational Behavior and Human Decision Processes, the Annual Review of Psychology, and Neuron. He currently serves as an Associate Editor at Financial Planning Review, and he serves on the Editorial Review Boards of the Journal of Consumer Research and the Journal of Marketing Research. His research has been covered by media outlets such as the New York Times, the Wall Street Journal, the Financial Times, the Washington Post, NPR, and Harvard Business Review. At Ross, he has won awards for both research and teaching.


Dr. Kent Smetters
Boettner Chair Professor
University of Pennsylvania’s Wharton School
Faculty Research Fellow
National Bureau of Economic Research

Dr. Kent Smetters is the Boettner Chair Professor at the University of Pennsylvania’s Wharton School and a Faculty Research Fellow at the National Bureau of Economic Research. Besides being a professor in Business Economics and Public Policy, he is also professor of Insurance and Risk Management as well as a faculty member in Applied Mathematics and Computational Science at Penn. His research focuses on applied theory, fiscal policy, risk measurement, insurance, health care, and personal finance. Previous policy positions include the Congressional Budget Office (1995 to 1998) as well as Deputy Assistant Secretary (Economic Policy) for the United States Treasury (2001-2002). He and his coauthor recently won the 2016 TIAA Paul A. Samuelson Award for their study on annuitization. He is the host of “Your Money,” a weekly personal finance radio show on SiriusXM 111 (Business Radio) as well as a monthly contributor to the Wall Street Journal. He occasionally provides support on meaningful legal cases related to medical malpractice, ERISA, insurance, financial advice and securities offerings. Kent Smetters received his PhD in Economics from Harvard University.