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Center for Marketing and Public Policy Research

Fostering Financial Learning: The Impact of Financial Disclosure and Education on Investors

On Friday, January 19, the Center for Marketing and Public Policy Research at the Villanova School of Business and The Vanguard Group® sponsored “Fostering Financial Learning: The Impact of Financial Disclosure and Education on Investors.” This collaborative effort offered an interdisciplinary review of financial disclosure and education initiatives. Click here to view the press release.

Forum Program

Welcome and Opening Remarks
Sean Hagerty, Principal, Vanguard Marketing Department
James Danko, Dean, Villanova School of Business
Jack Brennan, Vanguard Chairman and CEO

Financial Disclosure in the 21st Century

Legal Challenges and Recommendations to Disclosure Development
Joe Del Raso, Partner, Pepper Hamilton LLP
Mark Sargent, Dean, Villanova School of Law
 Abstract

Understanding Investor Preferences for Mutual Fund Information
Sandy West, Director of Investor Research, ICI
Abstract

Evaluating Mutual Fund Information: The Role of Information Format and Individual Factors
Elizabeth Creyer, Professor of Marketing, Sam M. Walton College of Business, University of Arkansas
John Kozup, Director, Center for Marketing Research and Public Policy, Villanova School of Business
Michael Pagano, Associate Professor of Finance, Villanova School of Business
Abstract

Panel Discussion: Financial Disclosure
Moderator: Ari Gabinet, Principal, Vanguard Legal Department
Joe Del Raso, Partner, Pepper Hamilton LLP
Forrest Foss, Vice President and Associate Legal Counsel, T. Rowe Price
John Gannon, Director, Investor Education, NASD
John Kozup, Director, Center for Marketing Research and Public Policy, Villanova School of Business
Herbert Rotfeld, Editor, Journal of Consumer Affairs
Mark Sargent, Dean, Villanova School of Law
Sandy West, Director of Investor Research, ICI

Keynote Speaker
Lori Schock, Acting Director, Office of Investor Education and Assistance, U.S. Securities and Exchange Commission

Financial Education in the 21st Century

Actions Speak Louder Than Words: Designing Educational Programs That Change Behaviors
Jeanne Hogarth, Program Manager, Division of Consumer and Community Affairs, Federal Reserve Board
Abstract

Mind Over Money: The Psychology of Consumers in Stock, Bond, and Mutual Fund Markets
Vanessa Perry, Assistant Professor, George Washington University
 Abstract

The Role and Limits of Financial Education and Information
John Ameriks, Investment Analyst, Vanguard Investment Counseling and Research
Abstract

Panel Discussion: Financial Education
Moderator: Sean Hagerty, Principal, Vanguard Marketing Department
John Ameriks, Investment Analyst, Vanguard Investment Counseling and Research
Ronald Hill, Editor, Journal of Public Policy and Marketing, and Senior Associate Dean, Intellectual Strategy, Villanova School of Business
Jeanne Hogarth, Program Manager, Division of Consumer and Community Affairs, Federal Reserve Board
Jan Pappalardo, Economist, Federal Trade Commission
Vanessa Perry, Assistant Professor, George Washington University

Closing
John Kozup, Director, Center for Marketing Research and Public Policy, Villanova School of Business