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Presentation & Training Testimonials from Clients
| "Very interesting and worthwhile. Dr. Peterson was an excellent speaker and presenter. His content and interactive approach provided for a number of interesting and stimulating sessions." |
Sally McCutchan
Director, Research
Legg Mason Asset Management
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| "I want to thank you again for a fabulous presentation at our recent Thought Leader Forum. Your ability to combine theory and practice provided a valuable bridge for the participants. Your talk was extremely well received." |
Michael Mauboussin
Chief Investment Strategist
Legg Mason Capital Management
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| "Strong breadth and depth of background that was well conveyed." |
Dustin Adams
Senior Research Analyst
St. George Bank
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| "Thought provoking introduction to the concepts of behavioral finance. Can now identify biases and work to correct for the negative and exploit the positive." |
Michael Slack
Director of Research
Legg Mason Asset Management
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| "A great course on behavioral finance and investment performance." |
Denis Donohue
Head of Equities
SunCorp Investments
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| "Very informative and well presented." |
Marcus Ryan
LPT Analyst
ASJBW
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| "Richard has a wonderful breadth of knowledge and interests. It was a pleasure. Richard is a great guy with a fresh mind and points of view that were new for me." |
Matt Lambert
Quantitative Portfolio Manager
Legg Mason Asset Management
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| "Impressive level of knowledge." |
Fiona Harding-Jones
Colonial First State
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| "Interesting, enjoyable, and useful." |
David Ferris
Chief Investment Officer
Australian Ethical Investment Ltd
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| "Useful, course materials are excellent!" |
Victor Bay
Sales Manager
Merril Lynch
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| "Good, effective speaker. Very relevant to real life examples." |
Alan Wu
Portfolio Manager
Colonial First State Global Asset Mgt
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Richard L. Peterson MD
Dr. Peterson has spent his career working at the intersection of mind and markets with the goal of improving the results (and lives) of investors and advisors. At MarketPsych LLC he trains his financial industry clients to improve their emotion management, self-understanding, and client relationships using modern psychological techniques.
Richard Peterson’s book Inside the Investor's Brain (Wiley, 2007) was called "outstanding" and "a seminal text" on investment psychology by Barrons. Dr. Peterson is frequently featured in the media including appearances on CBS Evening News, CNBC, NPR, BBC, PBS, and the Wall Street Journal.
Dr. Peterson has cum laude undergraduate degrees in Electrical Engineering and Arts and a Doctor of Medicine degree (M.D.) from the University of Texas. He performed postdoctoral neuroeconomics research at Stanford University and is Board-certified in Psychiatry.
In addition to training investors, Dr. Peterson is himself a registered investment advisor and portfolio manager for MarketPsy Capital LLC, where he manages their quantitative market-neutral long-short investment fund. Additionally, Dr. Peterson has developed popular financial personality tests, published in academic journals and textbooks, is an associate editor of the Journal of Behavioral Finance, and is on the Educational Advisory Board of the Market Technicians Association.
Dr. Peterson's second book MarketPsych: Overcoming Market Fear and Discovering Your Investor Identity was co-authored with MarketPsych’s Dr. Frank Murtha and was named a "Top Financial Book of 2010" by Kiplinger's.
RPeterson@MarketPsych.com
(310) 573-8523
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