TESTS | BOOKS | SPEAKING
TESTS

“Your test is the best risk assessment tool I have seen anywhere. It gives a much deeper insight into my clients than any other test. It is also particularly useful when both members of a couple do it. Your test lets me explain to the couples in detail the underlying reasons for their investment-related dynamics. This often leads to quite a healing and newfound respect for each other.

For example, in a very successful couple a husband called his wife “the handbrake”. I explained that her low score on "immediate gratification" complements his high score and that when they have a strong argument she is usually right. He now treats her with more respect.

In another successful couple they thought she was a spendthrift and a little irresponsible. Your test showed that he was extremely tight and responsible and she was very tight and responsible. In other words, she wasn’t irresponsible at all. This insight made him relax enormously and empowered her.”

Christoph Schnelle
Financial Adviser
http://www.inyourinterest.com.au

"I learned more from your test than from all my reading [on investor psychology]! Thank you!"

TM, Professional Trader
Los Angeles, CA

"It's terrific!"

GH, Chief Investment Strategist
New York City
BOOK REVIEWS AND ENDORSEMENTS
REVIEWS

“IF YOU READ BARRON'S, AND APPARENTLY you do, read this book. Exceptionally well-written, it will likely prove to be a seminal text on the influence of the human brain on investment behavior. And neurofinance, as that field is known, may provide the next great edge for savvy investors…

Inside the Investor's Brain … is outstanding. Peterson and his first book have much to offer investors and the institutions in which they work.”

Book review in Barron’s, by David L. Nathan M.D. September 3, 2007, p40. (Complete Barron’s Review Here).

ENDORSEMENTS

“Richard Peterson has distilled his own first-hand experience as a psychiatrist in Silicon Valley and has used his knowledge of behavioral finance to describe the emotional qualities necessary to be a good investor. Not only is this a fascinating book for everyone, it may also be the most profitable book you ever read.”

George Akerlof
Nobel Laureate in Economics, 2001

"Readers of this fascinating book will learn a lot about both behavioral finance and neurology. Understanding how the brain works provides insights into how to improve decisions by influencing the underlying psychological processes. Readers will come away with a resource to help them to make sense of the exciting future advances to come."

Hersh Shefrin
Mario L. Belotti Professor of Finance, Santa Clara University
and author of Beyond Greed and Fear: Understanding Behavioral Finance
and the Psychology of Investing

"Peterson's angle is unique, provocative and insightful. From the Galvanic Skin Response to the ritualized emotional catharsis of Star Trek's Vulcans, Insider the Investor's Brain "gets it." It is a readable synthesis of the characteristics of outstanding investors. It normalizes the maladjustment so common in the arcane world of high-performance investing. The only quote missing is that of General George S. Patton: "If everybody is thinking alike, then somebody isn't thinking."

Carlo Cannell
Managing Member, Cannell Capital LLC

“We all know the saying, “know thy self”. Yet, this research shows how few investors have been able to emotionally move beyond our species’ primitive roots and regularly repeat Wall Street’s historical mistakes. This book discusses important keys to successful investing that are often missing in other investment and finance books. It should be required reading in the CFA and CMT accreditation programs.”

Ken Winans
President & Founder, Winans International Investment Management
Author, “Preferreds, Wall Street’s Best-Kept Income Secret”

“Richard Peterson has captured a fundamentally new and important way to understand financial markets and our behavior in them. This book is a must-read for both professional and personal investors.”

Paul J. Zak, PhD
Director, Center for Neuroeconomics Studies

"Inside the Investor's Brain is an exceptional primer on the neuroscience of investment decision making, with useful applications for both professional and amateur investors."

John H. Cammack
Vice President
Head of Third Party Distribution
T. Rowe Price Associates

"If you have a brain, money, and any curiosity about how each affects the other, then you should read this book."

David Leinweber
Financial Technologist & Nerd on Wall Street

SPEAKING

"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 Captial Management

“Very interesting and worthwhile. Richard 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

“A great course on behavioral finance and investment performance.”

Denis Donohue
Head of Equities
SunCorp Investments

“Very informative and well presented.”

Marcus Ryan
LPT Analyst
ASJBW

“Strong breadth and depth of background that was well conveyed.”

Dustin Adams
Senior Research Analyst
St. George Bank

“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

“Impressive level of knowledge.”

Fiona Harding-Jones
Colonial First State

“Interesting, enjoyable, and useful.”

David Ferris
Chief Investment Officer
Australian Ethical Investment Ltd.

“Useful, course materials are excellent!”

Victor Bay
Sales Manager

Merrill Lynch

“Good, effective speaker. Very relevant to real life examples.”

Alan Wu
Portfolio Manager
Colonial First State Global Asset Management

“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

“Overall very good. Thorough and worthwhile.”

Tony Pearce
Legg Mason Asset Management

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