The Premium Behavioural Finance Conference for Advisers
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
Details of all previous events are below, with select video presentations from each event.
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HUM London 2022
Held at the Royal College of Physicians on 10 November 2022.
All the videos from this event are included in the HUM Premium membership.
Financial Advisers
Andy Hart Opening - Above The Clouds
Ruth Sturkey - Another Way of Being
Helena Wardle - Consumer Duty is Good for Business
Nick Taylor, Alan Smith (Fireside chat) - Slow Down to Go Fast
Nick Lincoln - Bonds: The Great Reset
The Experts
Ola Abdul - Signal or Noise
Kevin Doran, Andy Hart (Fireside Chat)
Jeannie Boyle - Why climate change matters to financial planners
Rob Geraghty - Presenting Virtually
Melissa Kidd - The Pursuit of Less But Better
Alexis Coran - Scam Proof Your Life
Nick Taylor, Alan Smith (Fireside chat) - Slow Down to Go Fast
Melissa Kidd - The Pursuit of Less But Better
HUM South Africa 2022
Held at the Allan Gray Auditorium in Cape Town on 13 October 2022.
All the videos from this event are included in the HUM Premium membership.
Financial Advisers
Andy Hart (Opening) - Above The Clouds
Kim Potgieter - Post-Pandemic, Shifting Conversations
Felicity Guest, Louis van der Merwe (Fireside Chat) - Unpacking Economic and Financial Abuse
Nick Lincoln - Bonds: The Great Reset
The Experts
Paul Nixon - Traders with a Sunny Disposition
Rob Geraghty - Presenting Yourself Online
Prince Sarpong - Shifting from ‘Having’ to ‘Being’
Jason Butler - Finding True Wealth
Jean Archary - Human Under Management
Sarah Newcomb - Financial Psychology and the Money Mindset
Kim Potgieter - Post Pandemic, Shifting Conversations
Rob Geraghty - Presenting Yourself Online
HUM London 2021
Held at the Royal College of Physicians on 30 November 2021.
Financial Advisers
Andy Hart: The Covid Crash
Steven Hennessy: Harnessing the Creative Power of Conflict in Your Business
Nick Lincoln: “Inflation Nation”? What To Do About It (& What Not)
Brendan Frazier: The Human Side of Advice
Cleona Lira: How to Enjoy Greater Freedom & Choice with Money & Life
The Experts
Abraham Okusanya: Empires, Pirates & Adviser Technology
Anthony Arvanitakis: Physical, Mental & Financial Fitness
Cathi Harrison: Culture & Financial Services
Holly Mackay: What do people REALLY want from financial advice?
Rory Sutherland: The "Zoom Boom" & the New World of Work
HUM South Africa 2021
Virtual Conference held on 15 September 2021.
Watch all the videos from the HUM South Africa 2021 event here.
Financial Advisers
Andy Hart: The Story Behind The Story
Tiffany Havinga: Young Adviser, Older Client
Wouter Fourie: How to Position Your Fees with Clients
Gugu Sidaki & Palesa Dube: Charting the Independent Route
Johannes Landman: How We Talk About Investments
Ebrahim Moola: Successful Succession
Keith McDonald: Our Financial Life Planning Journey
Nonhlanhla Nxele: My Experience from Brand Change
Dirk Groeneveld: My Lifestyle Financial Planning Journey
The Experts
Julie Littlechild: How Client Engagement is Being Disrupted
Dennis Moseley-Williams: Becoming a Guru: A Serious Shift for Advisers
Dr Gizelle Willows: The Limitations of Risk Questionnaires
Morgan Housel: The Psychology of Money
HUM London 2020
Virtual Conference held on 26 November 2020.
Financial Advisers
Nick Lincoln: Saving Vitas When and Whom
Tina Weeks: We Always Think We Have Time
Eoin Mcgee: My Why
Andy Hart: Why Words Matter
Paul Cleworth: Our What, Why & How
David Hearne: What Did You Expect
The Experts
Barney Whiter: What Can We Learn From Cults?
Laura Whateley: Millennials, Gen Z and Financial Education
Richard Chataway: The Behaviour Business
Cathy MacDonald: Communicating Differently
HUM South Africa 2020
Virtual Conference held on 8 September 2020.
Watch all the videos from the HUM South Africa 2020 event here.
Financial Advisers
Louis van der Merwe: Put Technology In Its Place
Kim Potgieter: Building a Financial Planning Business Based on Life Planning
Scott Frank: IQ + EQ = Real Financial Planning
Andy Hart: The Hidden Magic
Warren Ingram & Rob Macdonald: Focusing on the person, not the problem
Kagisho Mahura: Building a Black-owned Financial Planning Business in SA
The Experts
Kate Holmes: Be The Example
David Kop: Is Compliance Standing In The Way?
Faith Liversedge: Marketing that works
Mark Orpen-Lyall: It’s not about the bike: lessons from elite athletes
Dr Daniel Crosby: The Four Pillars of Investor Behaviour
HUM London 2019
Held at the Royal College of Physicians on 4 December 2019.
All the videos from this event are included in the HUM Premium membership.
Financial Advisers
Simonne Gnessen: Together, we can transform more lives
Sarah Hogan: £61,897
Sandy Robertson: Curiosity: My old friend, my greatest critic, my mentor
Brian Hill: Contempt: the relationship killer
Nick Lincoln: Dalbar-itus: Diagnosis and Cure
The Experts
Michelle Hoskin: How to be a happy human
David Scarlett: Stop Following. Start Leading.
Greg Davies: The best of humans, the best of technology
Andrew Walker: It’s the Relationship, Stupid!
Phil Bray: Using stories to cut through the noise
Dr Moira Somers: Advice that Sticks
Sandy Robertson: Curiosity: My old friend, my greatest critic, my mentor
Greg Davies: The best of humans, the best of technology
HUM South Africa 2019
Held at the Allan Gray Auditorium in Cape Town on 10 September 2019.
All the videos from this event are included in the HUM Premium membership.
Financial Advisers
Kim Potgieter: Courage
Warren Ingram: Building a Business
Andy Hart: Informed Risk
Justin King: Who did you not get to be?
Sunel Veldtman: Managing humans in transition
Barry O'Mahony: Finding the right experts to help you be the best you can be
Lisa Linfield: One million women
The Experts
Abraham Okusanya: The indispensable adviser
John Dobson: Rugby players are human too!
Rob Macdonald: The challenge of being a choice architect
Christo Brand: Nelson Mandela: My prisoner and my friend
Barry O'Mahony: Finding the right experts to help you be the best you can be
Rob Macdonald: The challenge of being a choice architect
HUM London 2018
Held at the Royal College of Physicians on 1 November 2018.
Financial Advisers
Rob Caplan: Things Are Not Always What They Seem
Fiona Sharp: Have a good weekend?
Nick Lincoln: Capacity For Loss: Slaying The Wrong Dragon
Catherine Morgan: Emotional Connections and Impact
Sam Sloma: The Value of Happiness
Hayley Tink: Money Memories, Family Patterns and Habit Loops: the adventures of a Behavioural Financial Planner
The Experts
Neil Bage: Evolviour. Our behavioural journey
Robin Powell: How Do Passive Investors Behave?
Greg Davies: Anxiety Adjusted Returns - Overcoming the Cost of Being Human
Seb Dovey: Engage don’t Enrage: the to-do and not-to-do guide to a better relationship in 2019
David Ferguson: Ninjaneering
David Jones: The Most Important Graph(s) in the World
Dan Egan: Technology, design and being a better person
Hayley Tink: Money Memories, Family Patterns and Habit Loops: the adventures of a Behavioural Financial Planner
Dan Egan: Technology, design and being a better person
HUM Dublin 2018
Held at UCD Dublin on 17 May 2018.
All the videos from this event are included in the HUM Premium membership.
Financial Advisers
Alan Smith: Managing Yourself
Carl Widger: All I Knew is That I Never Wanted to be Average
Nick Lincoln: Let’s Talk About Risk, Baby!
Paddy Delaney: P = p - i
Jane McAleese: The Power of Active Listening
The Experts
Abraham Okusanya: Managing the Investor: the Behavioural Adviser’s Highest Value Proposition
Anthony Kelly: The Importance of Behavioural Science
Patrick Fogarty: The Big Tease
Gary Connolly: Why Good Advice is Hard to Follow
Michiel Van Vugt: How to Help Clients Behave Better
Laura Janes: The Moments That Matter - How to Surprise and Delight Your Clients at Every Stage of Their Journey
Nick Lincoln: Let’s Talk About Risk, Baby!
Abraham Okusanya: Managing the Investor: the Behavioural Adviser’s Highest Value Proposition
HUM London 2017
The inaugural HUM event, held at the Royal College of Physicians on 28 November 2017.
Financial Advisers
Alan Smith: It’s all about AUM! (Advisers Under Management)
Pete Matthew: Pre-suasion
Nick Lincoln: Lest We Forget: Remembering What’s Coming
Justin King: The unconscious mind, friend or fiend?
Anthony Villas: Behavioural Economics, So What?
The Experts
Abraham Okusanya: Preparing Clients for the Next Financial Crisis
Stephen Greenfield: Implications of Investor Behaviour
Greg Davies: New Vistas in Risk Profiling
Graham Cox: Human Perception: How to change a clients mindset
Ramin Nakisa: Filling the Financial Knowledge Gap
Laura Janes: The Power of Being Human
Jason Butler: Simple steps to financial well-being
Alan Smith: It’s all about AUM! (Advisers Under Management)
Laura Janes: The Power of Being Human