2020 Behavioral Advisor Forum

The industry’s premier educational conference for elite advisors who wish to incorporate the latest research and best practices in the field of behavioral finance.

Palace Hotel, a Luxury Collection Hotel, San Francisco
A Marriott Hotel

2 Montgomery Street
San Francisco, CA 94105
+ 1 415-512-1111

Make your reservation now or call +1 888-627-7196 and reference Investments & Wealth Institute Behavioral Finance for Advisors when making reservations

Investments & Wealth Institute has reserved a block of rooms at the Palace Hotel at the special group rate of $269 single/double per night. This rate includes complimentary in-room Internet. 

Please note hotel policy: Cancellations must be made within three (3) days prior to arrival to avoid cancellation fee. Departure date must be confirmed at the time of check-in. For any reserved rooms vacated prior to the scheduled departure date, a $269 early departure fee will apply.
Booking a room in the Institute room block is an important way to support the association and keep overall meeting costs as low as possible. The Institute commits to a block of rooms at the hotel on behalf of conference attendees and has a financial obligation to fill the block. Please help us avoid potential penalties and control costs for future events by staying at the official hotel. Staying within the block is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at the hotel during the conference. If you are required to reserve a room through your company’s travel department, please forward the booking link to them so that you can reserve a room in the Institute’s room block.
Location and Transportation

The Palace Hotel is a historic landmark located in the heart of San Francisco and is served by two airports: San Francisco International Airport (SFO) and Oakland International Airport (OAK).
Getting to the Palace Hotel is easy with many options:
  • San Francisco Airport is approximately 30-minutes from the hotel. A taxi is $55 each way.
  • Bay Area Rapid Transit (BART) is available from San Francisco Airport and runs every 15-20 minutes. Simply board any San Francisco bound train at the BART station located in the airport. Exit the train at the Montgomery Street Station. The Palace Hotel is located at the corner of Market and New Montgomery Street, directly across from the train station. The cost is $10.95 and is approximately a 30-minute ride.
  • The Palace Hotel provides airport shuttle service from the San Francisco Airport. The fee is $20 each way and operates Monday–Sunday, 6:30 a.m. -11:00 p.m. Reservations are required. Please call +1 415-440-5122 for reservations.
  • Oakland Airport is approximately 45 minutes to an hour from the hotel by car. A taxi is $65 each way.
  • Ride-sharing services such as Uber and Lyft service both airpports.
  • Shuttle service is available through SuperShuttle
Valet parking is available at the Palace Hotel for $72/day; oversized vehicles $86/day.  In-and-out privileges are included until 6 p.m. on the day of checkout.