Chuck Widger, Executive Chairman, Brinker Capital
Chuck Widger is the founder and executive chairman of Brinker Capital, an investment management firm with $17.5 billion in assets under management (as of September 30, 2014). Chuck recently authored a New York Times best-selling book entitled, “Personal Benchmark: Integrating Behavioral Finance and Investment Management” (www.personalbenchmarkbook.com). He is currently chair of the Villanova University School of Law Board of Consultors. He is a past chair of the Gettysburg College Board of Trustees and chair-emeritus of the Money Management Institute’s Board of Governors. The Money Management Institute is the industry association for the $3.5 trillion managed solutions industry. Chuck holds a B.A. from Gettysburg College, a J.D. from Villanova University School of Law, and an L.L.M. (Taxation) from Boston University’s School of Law. He served as a Lieutenant in the U.S. Navy.
Dr. Daniel Crosby, President, Incblot Consulting
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s constructed the “Irrationality Index” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. Dr. Crosby’s well-reviewed book, You’re Not That Great applies elements of behavioral finance such as loss aversion and availability heuristic to the pursuit of a meaningful life. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children.