Jason Zweig Speaking Fee: Contact Us For Pricing

Most investors assume mistakes come from lack of information. The harder truth is that many errors are hardwired: the brain that evolved to keep us alive misleads us in markets that reward calm, not clicks. This talk confronts the mismatch between human biology and modern finance, showing why good intentions so often produce bad outcomes. Drawing on the research and reporting in Your Money and Your Brain, Jason Zweig translates neuroscience and behavioral finance into concrete practices that reduce emotional trading, panic selling, and overconfidence. He walks audiences through the cognitive traps—loss aversion, recency bias, dopamine-driven reward-seeking—that hijack decision-making, and pairs each insight with simple behavioral safeguards that individual investors and financial teams can implement right away. PERFECT FOR TEAMS & LEADERS WHO ARE: • Responsible for advising retail or high-net-worth clients and need tools to keep decisions evidence-based, especially during volatile markets • Building investor-education programs that must move beyond jargon to change behavior and outcomes for everyday savers • Running wealth-management or advisory teams that want to reduce emotionally driven trades and improve long-term portfolio outcomes • Designing digital products or communications that nudge customers away from reactive decisions and toward disciplined investing YOUR AUDIENCE WILL WALK AWAY WITH: • A clear map of the brain-based biases that derail investors, described in plain language and illustrated with real-world market examples • Practical “precommitment” techniques and communication scripts advisors can use to reduce panic selling and chase behavior • Concrete edits to investor education and client onboarding that diminish harmful risk perceptions and promote long-term discipline • A repeatable checklist to spot when markets are amplifying cognitive error and what to do instead of reacting Attendees leave better equipped to design systems and habits that let rational strategy, not emotion, drive investment outcomes.

Many leaders assume classic investing wisdom is dated in an era of passive funds, algorithmic trading, and constant news cycles. Jason argues that the core lessons of Benjamin Graham—margin of safety, investor temperament, and skepticism of market consensus—are more relevant than ever, but only if translated for modern behavior and tools. As the editor of the revised edition of The Intelligent Investor and a longtime student of value investing, Zweig bridges Graham’s principles with contemporary behavioral research to show how value thinking survives in index-heavy, fee-conscious markets. The talk reframes margin-of-safety not as a spreadsheet rule but as a psychological posture—designing portfolios and processes that tolerate uncertainty, limit downside, and keep investors invested for the long haul. PERFECT FOR TEAMS & LEADERS WHO ARE: • Investment committees, RIAs, and family offices seeking to codify temperament and process alongside performance targets • Financial educators and product leaders who must translate value principles for clients used to headlines and quarterly noise • Portfolio managers and analysts wrestling with factor rotations, passive competition, and risk-of-ruin questions • Boards and executives who want governance language that protects capital without chasing every market fad YOUR AUDIENCE WILL WALK AWAY WITH: • A modernized interpretation of Graham’s core concepts that can be applied to both active and passive strategies • Governance language and portfolio rules that enshrine margin of safety and prevent agency-driven herd behavior • Case studies showing where Graham-style discipline saved investors from major drawdowns and where it must be adapted • Practical questions investment committees can ask to make temperament an explicit part of their mandate The result: classical investing wisdom repurposed for 21st-century markets, with temperament and process back at the center of results.

Finance is full of euphemisms and clichés that obscure incentives, inflate confidence, and disguise risk. When words become spin, good decision-making evaporates. This talk exposes the rhetorical tricks that allow bad strategies to masquerade as innovation and shows how sharper language leads to better outcomes. Based on The Devil’s Financial Dictionary and decades of watchdog reporting, Jason Zweig deconstructs common industry phrases—‘strategic repositioning,’ ‘alternative alpha,’ ‘risk parity’—and replaces them with precise questions that reveal the true trade-offs. He demonstrates how journalists, regulators, and advisors can use language as a tool to improve market transparency and protect investors from sloppy thinking and marketing sleight-of-hand. PERFECT FOR TEAMS & LEADERS WHO ARE: • Communications, compliance, and product teams that must write clear disclosures and avoid inadvertent obfuscation • Financial journalists and content creators aiming to hold markets and firms accountable through precise reporting • Advisors and client-facing teams who want to educate clients using unvarnished language and better decision prompts • Regulators and policy professionals focused on improving market literacy and reducing misunderstanding-driven harm YOUR AUDIENCE WILL WALK AWAY WITH: • A catalog of common financial euphemisms, what they often hide, and the right follow-up questions to ask • Editing and disclosure checklists that make client communications clearer, fairer, and less misleading • Practical examples of how better language prevented mis-selling or tightened governance in real firms • Techniques for training teams to spot and resist jargon that benefits sellers more than buyers Attendees leave with a sharper rhetorical toolkit that turns clear language into safer markets and smarter investing decisions.