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Monday, May 21, 2007 |
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Location: NBER, 1050 Massachusetts Avenue |
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9:00 – 9:45
AM Coffee and Registration |
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9:45 – 10:00 AM
Opening
Remarks |
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Annamaria Lusardi
(Dartmouth College) |
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10.00 – 11.15 AM
Opening
Speakers |
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John Campbell
(Harvard University)
Presentation |
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Peter Tufano
(Harvard Business School)
Presentation |
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Moderator:
Annamaria Lusardi (Dartmouth College) |
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11:15– 12:00 AM
Financial Education in High School |
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Presenter: Lewis
Mandell (School of Management, SUNY-Buffalo)
Paper -
Presentation |
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Discussant:
Shawn Cole (Harvard Business School)
Discussion |
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Moderator:
Benjamin Friedman (Harvard and Board of Directors, National Council
on Economic Education (NCEE)) |
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12:00 – 1:15 PM
Lunch Break |
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1:15 – 2:00 PM
The Changing Landscape of Pensions in the US |
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Presenter:
Steven Venti (Dartmouth College),
joint work with James Poterba and David A. Wise
Paper -
Presentation |
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Discussant:
Sarah Holden (Investment Company Institute)
Discussion |
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2:00 – 2:45 PM
How Much Do Workers Know About their Pensions? |
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Presenter:
Nahid Tabatabai
(Dartmouth College), joint work with
Alan Gustman and Thomas Steinmeier
Paper -
Presentation |
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Discussant:
Karen Pence (Board of Governors)
Discussion |
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Moderator:
Andrew Biggs (Social Security Administration)
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2:45 – 3:15 PM
Coffee Break |
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3:15 – 4:00 PM
New Ways to Make Workers Save |
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Presenters: Punam Keller (Prof. of Marketing, Tuck School of Business),
joint work with Annamaria Lusardi and Adam Keller
Paper -
Presentation |
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Discussant:
Nava Ashraf (Harvard Business School)
Discussion |
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4:00 – 5:00 PM
Regulatory Constraints in Saving and Pensions |
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Presenter:
Howell Jackson (Harvard Law School)
Paper -
Presentation |
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Discussant:
David Wray (Profit Sharing/401(k) Council of America)
Discussion |
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Moderator:
Kathleen Camilli (Camilli Economics and Board of Directors, NCEE) |
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Royal Sonesta
Hotel |
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6:30 – 9:30 PM
Reception
and Dinner |
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The Role of
Foundations in Fostering Financial Literacy and Education Programs |
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Speakers:
John Gannon (Executive Director, NASD Investor
Education Foundation)
Link |
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Ted Beck
(President and CEO, National Endowment for Financial Education)
Link |
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Moderator:
Annamaria Lusardi (Dartmouth College) |
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Tuesday, May
22, 2007 |
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Location: Royal
Sonesta Hotel |
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8:00 – 8:30 AM
Breakfast
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8:30 – 9:15 AM
Annuities |
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Presenter:
Jeffrey Brown (University of Illinois at Urbana-Champaign)
Paper
- Presentation |
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Discussant:
(John Ameriks, Vanguard)
Discussion |
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9:15 – 10:00 AM
Life-Cycle Funds |
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Presenter:
Luis Viceira (Harvard Business School)
Paper -
Presentation |
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Discussant:
James Poterba (MIT)
Discussion |
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Moderator:
Peter Fisher (Fidelity Research Institute) |
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10:00 – 10:30 AM
Coffee Break |
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10:30 – 11:15 AM
Brokers’ Recommendations and Financial Advice |
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Presenter:
Kent Womack (Tuck School of Business), joint work with
Ambrus Kecskés
Paper -
Presentation |
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Discussant:
Michael Pompian (Financial advisor and book author)
Discussion |
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11:15 – 12:00 AM
An Evaluation of 401(k) Portfolio Decisions |
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Presenter:
Stephen Utkus (Vanguard), joint work with Gary Mottola
Paper -
Presentation |
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Discussant:
Brigitte Madrian (Harvard University)
Discussion |
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Moderator:
Pamela Perun (Policy Director, Initiative on Financial Security,
Aspen Institute) |
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12:00 – 1:30 PM
Lunch Break |
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Luncheon speakers:
Dan Iannicola Jr, Deputy Assistant
Secretary for the Office of Financial Education, US Treasury
Link -
Presentation |
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Joseph Peri
(Executive Vice President, NCEE)
Presentation |
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Moderator:
John Tatom (Director of Research, Networks
Financial Institute) |
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1:30 – 2:45 AM
Learning from the US and Other Countries |
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Presenter: Robert
Clark (North Carolina State University
College of Management), joint work with
Madeleine d’Ambrosio
Paper -
Presentation |
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Presenter: Olivia
Mitchell
(Wharton School), joint work with Petra Todd and Jose Luis Ruiz
Paper -
Presentation |
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Discussant:
Gary Engelhardt (Syracuse University)
Discussion |
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Moderator:
Jeffrey Kling (The Brookings Institution) |
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2:45 – 3:00 PM
Coffee Break |
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3:00 – 4.15 PM
Learning from the Experience of OECD Countries |
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Presenter:
Annika Sunden
(Stockholm University and Swedish
National Paper
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Presentation |
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Insurance Board). |
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Presenter:
Barbara Smith (Board of Governors), joint work with
Fiona Stewart
Paper
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Presentation |
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Discussant: Maarten van Rooij (Dutch
Central Bank)
Discussion |
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4:15 – 5:00 PM
Learning from Individual Development Accounts |
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Presenter: Michael Sherraden (University of Washington at S.
Louis), joint work with Ray Boshara
Paper -
Presentation |
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Discussant:
Shaun Mundy (Financial Services Authority, UK) Discussion |
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Moderator:
André Laboul (Head, Financial Affairs Division, OECD) |
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5:00 – 5:15 PM
Concluding
Remarks |
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