BeFi Barometer 2021

What We’ve Learned about the Evolving Role of Behavioral Finance Through a Pandemic Lifecycle

Join thought leaders from Schwab Asset Management, the Investments & Wealth Institute and Cerulli Associates for a panel discussion as they showcase results from the 2021 BeFi Barometer and offer best practices for applying behavioral finance as a means to potentially improve client financial outcomes.

Premier CE: 1 CE credit hour for CIMA®, CPWA®, and RMA® certifications | CFP® CE: Pending
Cost: Complimentary

October 5, 2021 | 1:00 p.m. - 2:00 p.m. EST

Register Now

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Speakers

 

Omar Aguilar


Omar Aguilar, Ph.D.

Managing Director and ​Chief Investment Officer, ​
Head of Investments
Schwab Asset Management

 

Omar Aguilar has more than 25 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies. His fresh perspectives on global equity markets and insights into investor behavior can spark meaningful, substance-driven dialogue and provide audiences with a deeper understanding of trends shaping the investment landscape.

As a Fulbright Scholar at Duke University’s Institute of Statistics and Decisions Sciences, Omar earned a Master of Science and a doctorate. He also earned a Bachelor of Science in actuarial sciences and a graduate degree in applied statistics from the Mexico Autonomous Institute of Technology (ITAM).

 

Devin Ekberg 
 


Devin Ekberg, CIMA®, CPWA®, CFA®

Chief Learning Officer and Director of Professional Development,
Investments and Wealth Institute
 

As the Chief Learning Officer and Director of Professional Development, Devin oversees a team of educational programming experts that strategize, curate, and create premier educational experiences to drive employable skills and personal growth for elite members of the financial community. He drives the Institute's educational programming, including their podcasts, webinars, online courses and certificate-based programs.
 
He is also instrumental in shaping the curriculum, educational partnerships and guest/speaker line up for the Institute's certification programs and specialty events. Devin brings his expertise as a security and financial analyst and has developed educational products for investment consultants, wealth advisors and individual investors worldwide. Devin holds an MA from Creighton University.
 

 

Asher Cheeses
 

Asher Cheses

Associate Director - Wealth Management Consulting,
Cerulli Associates
 
Asher is responsible for research in the high-net-worth practice, focusing on trends that impact wealth managers addressing the unique needs of high-net-worth and ultra-high-net-worth investors. Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at MIP Global, where he conducted investment research and analysis for high-net-worth clients and their families. Asher graduated from the University of Maryland with a B.A. in finance and a concentration in private banking and wealth management.
 

Brought to you by:


Investments & Wealth Institute_logo               Charles Schwab Asset Management logo                Cerulli Associates logo

IMPORTANT DISCLOSURES
BeFi Barometer 2021 is a survey of 300 financial advisors to learn how advisors view and use behavioral finance when working with clients. Conducted by Cerulli Associates  May through June 2021. Respondents were members of the Investments & Wealth Institute® and diversified among business models, including wirehouse, registered investment advisor (RIA), and national/regional broker dealers. All data is self-reported by survey participants and is not verified or validated.

Schwab Asset Management is not affiliated with Cerulli Associates or the Investments & Wealth Institute.  

Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. (CSIM). Schwab Asset Management is a part of the broader Schwab Asset Management Solutions organization (SAMS), a collection of business units of The Charles Schwab Corporation aligned by a common function—asset management-related services—under common leadership. CSIM and Charles Schwab & Co., Inc. (Schwab) Member SIPC are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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