Financial Advice, Profiling and Portfolio Choice of Households Workshop

09:00 – 09:15: Coffee

09:00 – 09:15: Welcome address by Sébastien D’Ornano – CEO of Yomoni

09:30 – 10:00: Matthias Stefan (University of Innsbruck), Martin Holmén (University of Gothenburg),
Felix Holzmeister (University of Innsbruck), Michael Kirchler (Lund University), Erik
Wengström (Hanken School of Economics): You can’t always get what you want—An experiment on finance professionals’ decisions for others
Discussant: Hela Maafi, Université Paris 8, Vincennes-Saint Denis, LED

10:30 – 11:00: Béatrice Boulu-Reshef (Université d’Orléans, LEO), Alexis Direr (Université d’Orléans,
LEO), and Nicole von Wilczur (Ayolab): Algorithmic vs. Human Portfolio Choice
Discussant: Sylvain Carré, Université Paris Dauphine, LEDa

11:00 – 11:30: Milo Bianchi (Toulouse School of Economics) and Marie Brière (Amundi Asset Management,
Université Paris Dauphine): Augmenting Investment Decisions with Robo-Advice
Discussant: Frédéric Loss, ENSAE Paris

11:30 – 11:45: Coffee break

11:45 – 12:15: Alexis Direr (Université d’Orléans, LEO) and Indigo Jentry Jones (Université d’Orléans,
LEO): Who invests on behalf of their children and how?: Evidence from a robo-advisor
Discussant: Luc Arrondel, Paris School of Economics, PjSE

12:15 – 12:45: Philippe d’Astous (HEC Montréal), Irina Gemmo (HEC Montréal), and Pierre-Carl
Michaud (HEC Montréal): The Quality of Financial Advice: What Influences Client
Recommendations?
Discussant: Thomas Renault, Université Paris 1 Panthéon-Sorbonne, CES

 

Institut Louis Bachelier, Palais Brongniart (28 Place de la Bourse, Paris, 75002 France), 4e étage, Salle de Séminaires

 

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