The 2013 Behavioural Finance Forum
Level 40 - The Gherkin
30 St Mary Axe
London EC3
The Broadcast PR Business

Further reading

Further reading

Visit Videos & further reading for links to research papers and books

Future Forum events

Please email Matthew Locke to be kept informed of future events:


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Level 38
The Gherkin
30 St Mary Axe
London EC3A 8BF [view map]

Telephone 020 7469 4036

Next event on the 1st of October 2015
Culture change: attracting the next generation

Culture change: the challenge for HR leadership
At our most recent forum, contributors Professor Frank Horwitz (Cranfield School of Management), Penny Cole (Head of OD, Culture and Transformation at Old Mutual Wealth) and EY Financial Services Partner, Clive Martin, discuss the evolving role of HR leaders since the financial crisis and how firms can best achieve culture change to benefit both customers and employees.

Comments on the first Forum and the production team:

"Behavioural finance is becoming a really important part of the way people make investment decisions. A forum like this one – spreading out knowledge – is to be welcomed." Greg B. Davies, Managing Director and head of Barclays Behavioural Finance team.

"We heard very interesting things about how people make investment decisions. If this (forum) encourages people to be more rational then that is a very good thing."
Paul Lewis, broadcaster and BBC Money Box presenter.

"It's rare to get such a multi-disciplinary team together….it's not often that such a heterogeneous group comes together – it's the foundation of some very creative thinking."
Wolfgang Seidl, Head of Healthcare Consulting, Mercer Marsh (on the 2014 Healthcare Economics Forum)

"The most professional interviewing and broadcasting team I have worked with."
Mark Gregory, UK Chief Economist, EY.

Culture change in financial services - 3rd June

Henley Business School's Professor Moira Clark debates how financial services firms can get customer relations right with Nicola Green (HR Director of AXA Insurance) and Marcus Downing (Partner at Hay Group).

Dean of Warwick Business School Professor Mark Taylor discusses culture change and the war for talent with Neil Collins of the FT, Charlotte Black of Brewin Dolphin and Martin Armstrong of Armstrong International - filmed at the 2015 Behavioural Finance Forum.

The role of technology in culture change

Jeanine Long of Thomson Reuters, Professor James Barlow of Imperial College, Paul Graham of Field Fisher LLP, and Jane Duncan of Atos Consulting discuss the role of technology in culture change - especially how it is shaping financial services.

Since 2007 there has been huge pressure for change in the culture of financial services - here leaders from Thomson Reuters, Lloyd's of London, Warwick and Henley business schools put forward their solutions to the recruitment and training crisis.

Our previous panels discussed:

  • Can Big Data create a better investment experience?
  • The disgruntled pensioner: consumer behaviour defined
  • The morality dilemma: behaving ethically in the investment industry

Find out more

Visit Videos & further reading to view films of the 2013 Forum and links to further research

2014 Forum participants include:

Some of the participants Newcastle University Business School
Mercer Consulting website
Mercer Consulting website
Barclays website
Financial Times website
Cambridge Judge Business School website

EY website
Warwick Business School

The particpants included:

  • Suzy Moat
    Warwick Business School
  • Brian Henderson
    Head of DC, Mercer
  • Neil Collins
    Financial Times columnist
  • Professor Darren Duxbury
    Newcastle University Business School
  • Professor Raghavendra Rau
    University of Cambridge
    Judge Business School
  • Rob Toguri
    Partner, Ernst and Young
  • Emily Haisley
    Barclays Behavioural Finance

The Broadcast PR Business

This event has been organised by The Broadcast PR Business - leaders in the broadcast and social media revolution.

To find out more about the 2014 Forum contact:

Matthew Locke & Heather Fearfield
Tel 020 7469 4036

To find out more about us, visit:



The Broadcast PR Business | Floor 28, 30 St Mary Axe, London EC3A 8BF

Telephone 020 7469 4036

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