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Herman Brodie - keynote speaker


International Keynote Speaker





Leverage the behavioural sciences to overcome YOUR business hurdles

The remarkable lessons of the behavioural sciences distilled into practical, evidence-based insights you can REALLY use in your business

Many of the hurdles you, or your business, face are behavioural: How can I build client relationships? How do I ensure good decisions? How do I enable my team to perform? How do I attract and keep talent? Questions like these are why behavioural sciences research is so relevant and so accessible. It's fun, too. But, to solve the personal, organisational, relationship, and performance challenges, it must also be practical.

With 20+ years' experience in the financial services industry, Herman understands what is essential for businesses. From client relationships and ethics to team dynamics and diversity, he has applied the behavioural treatment to the thorniest of business challenges to provide audiences with practical, evidence-based solutions. He will leave delegates with ideas they can enact immediately and some they can roll out in the days and weeks ahead.

Herman is the co-author of The Trust Mandate: The behavioural science behind how asset managers REALLY win and keep clients (2018) and co-authored and lectures Advanced Valuation in Financial Markets, an investment course developed for the Edinburgh Business School, where he is an Associate Academic.


In addition, he is an international faculty member of the Investments & Wealth Institute and the Portfolio Construction Forum, education and CIMA certification bodies in the US and Australia & New Zealand, respectively. As a Senior Fellow of the Center for Board Certified Fiduciaries in the US, he also researches and teaches Behavioural Ethics. Last, but not least, Herman is a proud Ambassador for the UK Diversity Project.

Herman Brodie - keynote speaker
Herman Brodie speaking at the Portfolio Construction Forum Finology Summit 2019
Herman Brodie - The Psychology of the Sell - Jefferies Asia Forum 2023.jpg

Credits: Kennevia Photography

Herman Brodie - Diversity and Inclusion What's in it for me - Jefferies Asia Forum

The Trust Mandate

The behavioural science behind how asset managers REALLY win and keep clients


Herman Brodie & Klaus Harnack


“Nobody cares how much you know, until they know how much you care” - Theodore Roosevelt


"Backed by compelling data and research from multiple disciplines, The Trust Mandate breaks open the science of trust for asset managers, revealing the systematic steps clients take in their search for evidence of good intentions - the essential, but often missing, component in business relationships."

- Harriman House

Ten Best Business Books of 2018 for Financial Advisors


Herman Brodie speaking at the Investments & Wealth Institute
A Guide to Manipulation (for honest people) - Trailer

A Guide to Manipulation (for honest people) - Trailer

In every meeting, the person on the opposite side of the table can manipulate you. They can craftily influence the way you evaluate a situation or an asset; they can deftly nudge your probability estimations higher or lower; they can even pre-determine the way you ‘choose’ to understand information. Whether in a recruitment interview with a potential hire, or in a conversation with a finance director, those people have the possibility to manipulate your thoughts, beliefs, and judgements to suit their ends. Some people are particularly good at manipulation, either as a learned behaviour or as a natural talent. To climb the ranks of a large organisation, it is an indispensable skill. So, if your job involves, for example, trying to extract valuable information from CEOs of major firms, the chances are not only that they are good at it, but also that they are better at it than you. Sadly, in the manipulation stakes, the adage ‘forewarned is forearmed’ is hopelessly inadequate. The simple knowledge that manipulators are among us is a weak defence. This is because manipulation works through its ability to convince us that we were the ones who ‘had the idea in the first place’. So, to guard against it, one must take purposeful actions before, during and after the encounter. This briefing illustrates the science behind some of the investment world’s most common manipulation techniques and shows how you can use them on yourself to prevent others from using them on you. Due of the nature of the subject matter, only honest people need attend.
Herman Brodie speaking at EuroFinance

Holly MacKay - CEO & Founder, Boring Money

Herman had a fresh approach on the subject of trust - he was able to articulate and unpack this in a way which was super-engaing and thought-provoking for our delegates.

Ray Jaramis - Head of Advice, Pivot Wealth

Herman is still one of my all-time favourite sessions - of any event ever - when he did 'The Trust Mandate' in Sydney

Martin Bamford - CEO, Bamford Media

Herman is a delight to work with. He knows his stuff and delivers insightful content in an engaging and exciting way. One of the biggest challenges as a financial services conference organiser to find new and interesting speakers, which is a test Herman easily passes. I would not hesitate to recommend him to other event organisers who need to lift their speaker agenda with the leading expert on trust.

Devin Ekberg - Chief Learning Officer | Managing Director of Professional Development, Investments & Wealth Institute

The best part of my role at Investments & Wealth Institute is working with the smartest people in the world, including this guy right here.

David Pugh - CEO, The Fry Group

Herman Brodie you are without question the “trust” expert. I can’t recommend your work highly enough. 

Herman Brodie speaking at EuroFinance

Simon Kay - Business Development Manager, Psigma Investment Management

Simply put, Herman is an outstanding communicator. When we've worked together, delegates' feedback was uniformly positive, specific comments around Herman's insightfulness, clarity and delivery being particularly noteworthy

Kate Ross - Director of Academy, XY Planning Network

Herman is a pleasure to work with; he is extremely knowledgeable and presents concepts that can be difficult to discuss in a thoughtful and respectful way. I was impressed with him as a speaker and appreciated his ability to tailor his presentation to be specifically relevant to the audience.

Alexey Persits, CFA - Principal, European Bank of Reconstruction & Development

"I took the course 'A practical history of financial markets' and the most memorable lecture was the one on behavioral finance, delivered by Herman. I highly recommend to listen to this lecture and read Herman's writing on the subject, it's impactful, and not less important, fun."


Graham Rich - Managing Partner & Dean,
Portfolio Construction Forum

Herman Brodie is a globally unique subject matter expert. He merges academic and technical expertise with an exceptionally clear communication style and an effervescent personality.

My role involves managing a faculty of exceptional academics, consultants, professional investors and investment advisers who present at a wide range of our educational programs. In the context of my experience, Herman is a standout presenter and wonderful to work with.

All-in-all, Herman is a truly compelling professional who would bring value to delegates at any financial services event.

Peter Scott - Partner, Mudita Management

“I attended the Practical History of Financial Markets course last week (October 2022]. I just wanted to say thank you for a superb presentation! I have a PhD in behavioural economics myself, so I was pretty familiar with the concepts you covered. Nevertheless it was a tour de force - wonderfully delivered and well thought-out. As well as having a particularly engaging speaking style, you did a great job at connecting all of the psychological insights to investing/ investment decision-making, which isn't easy. Too often the material can become more like a bunch of disconnected anomalies which don't relate as well as they could to what people do in their day to day roles. Not so in your case - we were all left with greater understanding of the underlying concepts and specific ways in which these can help us improve in our roles.

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