Behavioral Finance: From the 1940s to the Age of AI

TheAuthor and financial podcaster Ben Carlson, CFA, will explore how decades of market cycles, economic upheaval and technological change have transformed the wealth management industry — and what these shifts mean for the future of financial advice.

From the Great Depression and the Global Financial Crisis to the era of zero-percent interest rates and today’s rapid rise of artificial intelligence, Carlson will share insights on how advisors can better understand investor behavior, strengthen client relationships and remain relevant in a world where information is increasingly abundant and instantly accessible.

Among the topics Ben will explore:

• The four abilities every investor needs to succeed
• How AI could reshape wealth management — and how advisors can stay relevant in a world of virtually unlimited information
• The role of emotional intelligence in building trust and communicating effectively with clients
• Key insights from Carlson’s book Risk and Reward Risk and Reward

Join us for an event that invites reflection on the convergence of markets, human behavior, and technology—and what it means for the next generation of finance professionals.

The conference will be held in English.

Space is limited; register early!

Each participant will receive a free copy of the book Risk and Reward with registration, and Ben Carlson will be available for a book-signing session following the event.

"Ben Carlson has mastered the art of exposing the few big topics that matter most to inverstors." — Morgan Housel, author of The Psychology of Money