Behavioral Finance: A Panel Discussion

Journal of Behavioral and Experimental Finance, Volume 15, September 2017, pp. 52-58

Posted: 2 Jan 2018

See all articles by Greg Filbeck

Greg Filbeck

Pennsylvania State University

Victor Ricciardi

Social Science Research Network (SSRN)

Harold Evensky

Texas Tech University; Evensky & Katz Wealth Management

Steve Z. Fan

University of Wisconsin - Whitewater

Hunter Holzhauer

University of Tennessee, Chattanooga - Department of Finance

Andrew C. Spieler

Hofstra University - Department of Finance

Date Written: September 2017

Abstract

This panel discussion on behavioral finance took place on November 19, 2016 during the annual meeting of the Southern Finance Association held at Sandestin, Florida. The panel provides an overview of behavioral finance and discusses different types of behavioral biases; how they influence private and institutional wealth management clients and professionals, corporate decision making, and traders; generational and gender differences in asset allocation and estate planning; as well as identifying future areas of research. The content of this panel discussion is partly based on the book Financial Behavior: Players, Services, Products, and Markets edited by H. Kent Baker, Greg Filbeck, and Victor Ricciardi and published by Oxford University Press in 2017.

Keywords: investor psychology, personal finance, financial planning, trading and investing strategies, investment theory, behavioral finance, behavioural finance, behavioral economics, financial services, investment products, financial markets, groups, players

JEL Classification: A12, D81, G00, G30, G10, M00, M10, M41

Suggested Citation

Filbeck, Greg and Ricciardi, Victor and Evensky, Harold and Fan, Steve Z. and Holzhauer, Hunter and Spieler, Andrew, Behavioral Finance: A Panel Discussion (September 2017). Journal of Behavioral and Experimental Finance, Volume 15, September 2017, pp. 52-58. Available at SSRN: https://ssrn.com/abstract=3093427

Greg Filbeck

Pennsylvania State University ( email )

286 Burke
Erie, PA 16563
United States

Victor Ricciardi (Contact Author)

Social Science Research Network (SSRN) ( email )

Middle Island, NY 11953
United States

HOME PAGE: http://www.amazon.com/Investor-Behavior-Psychology-Financial-Investing/dp/1118492986

Harold Evensky

Texas Tech University ( email )

1301 Akron Ave, HS-260
Box 41210
Lubbock, TX 79409-1210
United States

Evensky & Katz Wealth Management ( email )

4000 Ponce de Leon Boulevard
Penthouse
Coral Gables, FL 33146
United States

HOME PAGE: http://www.evensky.com

Steve Z. Fan

University of Wisconsin - Whitewater ( email )

800 W. Main Street
Whitewater, WI 53190
United States

Hunter Holzhauer

University of Tennessee, Chattanooga - Department of Finance ( email )

TN
United States

Andrew Spieler

Hofstra University - Department of Finance ( email )

Hempstead, NY 11550
United States

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