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AFS Annual Meeting 2019

Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.

9:00am CDT

A3a Does Willingness to Take Risk Mediate the Role of a Financial Planner When Clients Make Portfolio Allocation Decisions? 202 ABDanah Jeong A3b The Historical Performance of Equal-Weighted Indexes and ETF’s 202 ABGowri Shankar

10:30am CDT

B3a Slow and Steady Wins the Race: The Impact of Chasing Returns on Quartile Rankings 202 ABRama Malladi B3b Financial Elder Abuse: A (Dis)confirmatory Analysis 202 ABSteven Lee

11:30am CDT

C3a Debt Load Among College Students 202 ABStephanie Yates C3b The Effect of Household Student Debt on Life Satisfaction 202 ABThomas Korankye

2:30pm CDT

D3a Brawl at the Gates: How DLT is Transforming the Financial Services Sector 202 ABMieszko Mazur D3b Day-of-the-Week Effects in Virtual Currency Markets: Evidence from Bitcoin 202 ABImtiaz Mazumder

3:30pm CDT

HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship 202 ABMichelle Cull HSBC Best Papers Presentation 2- Credit Usage, Payment Behavior, and the Accuracy Of Consumer Credit Files 202 ABL. Douglas Smith

8:00am CDT

Breakfast with Wiley: Resources for Personal Finance 202 AB

10:45am CDT

E3a Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability 202 ABKenneth John White, Jr. E3b The Relationship between Personality Traits and Stock Investment Decisions as Mediated by Financial Risk Preference 202 ABYi (Bessie) Liu

12:45pm CDT

Wiley Panel Discussion and Lunch: Innovative Teaching Ideas for Personal Finance 202 AB

1:45pm CDT

F3a Modern Portfolio Theory and the Efficient Markets Hypothesis: How Well Did They Serve Canada’s Baby-boom Generation? 202 ABJim Fischer F3b Perceived versus Actual Investor Sophistication; A Behavioral Study 202 ABStuart Michelson

3:30pm CDT

G3b Work-Life Balance and Burnout Among Women in Financial Planning 202 ABJennifer Lehman

4:45pm CDT

H3a Radicalization of Financial Literacy 202 ABSteven Syrmopoulos H3b The Financial Behavior of Leisure Vehicle Owners 202 ABAndrew Scott