Terrance Odean


About Terrance Odean - Expert Speaker on Finance and the Economy:

Terrance Odean is the Rudd Family Foundation Professor of Finance Group at the Haas School of Business at the University of California, Berkeley. He is a member of the Journal of Investment Consulting editorial advisory board, of the Russell Sage Behavioral Economics Roundtable, of the WU Gutmann Center Academic Advisory Board at the Vienna University of Economics and Business and is a Wall Street Journal Expert Panelist.

He received the James R Vertin Award from the CFA Institute in 2016. He has been an editor and an associate editor of the Review of Financial Studies, an associate editor of the Journal of Finance, a co-editor of a special issue of Management Science, an associate editor at the Journal of Behavioral Finance, a director of UC Berkeley’s Experimental Social Science Laboratory, a member of the Russell Investments Academic Advisory Board, a visiting professor at the University of Stavanger, Norway, chair of the Haas Finance Group, and the Willis H. Booth Professor of Finance and Banking.

As an undergraduate at Berkeley, Odean studied Judgment and Decision Making with the 2002 Nobel Laureate in Economics, Daniel Kahneman.

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What Terrance Odean Talks About:

Financial decisions are challenging at the best of times but during economic downturns they can mean the difference between a portfolio reduction and a total wipe out. Understanding how your clients evaluate advice and make these decisions is a crucial part of any Advisors role.

Terry Odean examines how different people see loss and evaluate risk. He identifies key signs that Advisors should watch for when discussing difficult strategies with clients, especially clients who are re-evaluating their investments. For many people, making these decisions really comes down to an awareness of past framing and an understanding of positive framing.

Terry will show you how past investors have made mistakes by allowing their psychological bias to over-rule market analysis. He will identify the steps necessary to build a stable psychological foundation with each client, a foundation that allows the Advisor to advise in terms that clients can identify with.

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