A First Ascent Master Class Webinar

A Breakthrough in the Science of Understanding Clients

New technology can reveal investors' true preferences rather than just relying on what they say they prefer.

Professor Shachar Kariv - Co-Founder & Chief Scientist - Capital Preferences LTD - Benjamin N. Ward Professor of Economics, Former Department Chair - UC Berkeley

October
11

Wed, October 11th

  • 2:30pm - 3:30pm (New York)
  • 1:30pm - 2:30pm (Chicago)
  • 12:30pm - 1:30pm (Denver)
  • 11:30am - 12:30pm (Berkeley)


Professor Shachar Kariv has spent 15 years focusing on the science of understanding individuals through their decisions, not their words.

He will discuss his research and the tools that are now available to help you truly understand every client and customize a portfolio tailored to their individual needs and preferences. 

This promises to truly fulfill what many argue is the ultimate aim of the investment and wealth management industry – to deliver financial well-being, as that’s uniquely defined by the individual.

If you find traditional risk-tolerance questionnaires fall short, then you won't want to miss this.

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About Shachar: Shachar is Co-founder and Chief Scientist at Capital Preferences LTD, parent company to the TrueProfile™ brand. Shachar is also the Benjamin N. Ward Professor of Economics and a former Chair of the Economics Department at the University of California, Berkeley—recognized as one of the world’s most impactful and influential economics institutions.  

Shachar is widely regarded as a top decision scientists through his rigor and contribution to the field of behavioral economics, highlighted in publications in scientific journals including: Science, American Economic Review, and the Journal of Economic Theory. Shachar offers clients insights gleaned from his research in behavioral and experimental economics; in particular, his research provides clients with novel tools for understanding individual preferences and attitudes towards risk, time, and goals, which inform nearly all aspects of financial decision-making. More specifically, his research has uncovered valuable new insights about individual saving, investment, and planning choices. These insights enable planners to make better decisions about how to acquire, serve, and retain valued clients.  

His extensive academic experience includes visiting professorship positions at Stanford University, Princeton University, University of Oxford, University of Cambridge, and the European University Institute. Among his many awards, Shachar was awarded a Sloan Fellowship and received special recognition for his distinguished excellence in teaching from the UC Berkeley Haas School of Business and the UC Berkeley Division of Social Sciences.

Visit the Master Class home page to see the schedule of upcoming webinars.