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Friday, July 28 • 1:30pm - 3:10pm
From Berkeley with Love: The True Science of Understanding Clients

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Come join Shachar Kariv, the leading game theorist in the world, for an exclusive look at the cutting-edge advances in client profiling using gamification and advanced computing power. In a suite of simple games, your client will reveal who they truly are. The power to predict behavior, customize portfolios, and tailor servicing has never been greater. The future of advice is now. 
Speakers
avatar for Shachar Kariv

Shachar Kariv

Professor, University of California, Berkeley
Shachar Kariv, Ph.D., is co-founder and chief scientist at Capital Preferences LTD, parent company to the TrueProfile™ brand. Kariv is also a Benjamin N. Ward Professor of Economics and the chair of the Economics Department at the University of California, Berkeley, recognized as... Read More →

Friday July 28, 2017 1:30pm - 3:10pm MDT
Interlocken B
  General Session
  • CE Hours Available: 2.0 NAPFA, 2.0 Communications and Marketing CPE

Attendees (58)