RAND Behavioral Finance Forum 2022

Virtual Conference

Financial accounting with calculator and financial data, photo by thanksforbuying/AdobeStock


Event Details

Monday, August 22
9 a.m. to 1 p.m. PDT / 12 p.m. to 4 p.m. EDT

Tuesday, August 23
9 a.m. to 12:30 p.m. PDT / 12 p.m. to 3:30 p.m. EDT

How to Attend

Registration has closed.

About BeFi

The Behavioral Finance Forum brings together leaders from academia, government, regulatory agencies, policy analysis, and industry to share the latest research and exchange ideas on how to leverage behavioral principles to promote financial well-being. The goal of the conference is to encourage the incorporation of cutting-edge research into policy and financial products that best serve the public’s interests as well as to inform researchers of developments in policy and industry.

This year’s conference will include two types of sessions:

  • Research sessions where original research is presented, followed by a discussion translating these new findings to practitioners and policymakers
  • An innovation session devoted to new ideas in behavioral finance from policy and industry

Keynote Speaker

Olivia S. Mitchell

International Foundation of Employee Benefit Plans Professor, The Wharton School of the University of Pennsylvania and Executive Director, Pension Research Council

Dr. Olivia S. Mitchell is the international foundation of employee benefit plans professor; professor of insurance/risk management and business economics/policy; executive director of the Pension Research Council; and director of the Boettner Center on Pensions and Retirement Research; all at the Wharton School of the University of Pennsylvania. Mitchell is also research associate at the NBER; independent director on the Allspring Mutual Fund Boards; co-investigator for the HRS at the University of Michigan; and executive board member for the Michigan Retirement Research Center. She also serves on the advisory committee of the Retirement and Saving Institute at the HEC Montreal and recently was vice president of the American Economic Association. Mitchell’s research focuses on pensions, risk management, financial literacy, household finance, and public finance. She was awarded the FINRA Investor Education Foundation Ketchum Prize; the Fidelity Pyramid Prize for research improving lifelong financial well-being; the Carolyn Shaw Bell Award of the Committee on the Status of Women in the Economics Profession; the Roger F. Murray First Prize (twice) from the Institute for Quantitative Research in Finance; and the Premio Internazionale Dell’Istituto Nazionale Delle Assicurazioni from the Accademia Nazionale dei Lincei. Her study of Social Security reform won the Paul Samuelson Award for “Outstanding Writing on Lifelong Financial Security” from TIAA-CREF. Most recently, she received the 2021 Robert C. Witt Award, American Risk and Insurance Association, for her study with Dan Gottlieb entitled “Narrow Framing and Long-Term Care Insurance” in the Journal of Risk and Insurance. She received M.A. and Ph.D. degrees in Economics from the University of Wisconsin-Madison and a B.A. in Economics from Harvard University.


August 22

9 a.m. – 9:10 a.m.
Opening Remarks
9:10 a.m. – 10:20 a.m.
Research Session
  • Savings Over the Lifecycle
10:20 a.m. – 10:30 a.m.
10:30 a.m. – 11:40 a.m.
Research Session
  • Framing Retail Investing
11:40 a.m. – 11:50 a.m.
Broader Q&A
11:50 a.m. – 12 p.m.
12 p.m. – 1 p.m.
Innovation Session
  • The Rise of Buy Now Pay Later

August 23

9 a.m. – 9:10 a.m.
Opening Remarks
9:10 a.m. – 10:40 a.m.
Research Session
  • Consumer Debt and Mandatory Arbitration
10:40 a.m. – 11 a.m.
11 a.m. – 11:45 a.m.
Keynote Speaker: Olivia Mitchell
  • Developments in Pension Decumulation: Payout Annuities as Defaults
11:45 a.m. – 12:15 p.m.
Q&A and Overall Discussion
12:15 p.m. – 12:30 p.m.
Closing Remarks

The above agenda is still being finalized and could change.