1:45–3:15 p.m.

Investing through Booms and Busts—An Unconventional Approach

Vikram Mansharamani
Harvard University

Morgan Housel, Moderator
Collaborative Fund

  • A discussion of the rising risks from growing nationalism, increasing protectionism, and unconventional monetary policies
  • An exploration of opportunities identified when navigating the cross-currents of global economic, financial, and political developments
  • A demonstration of how to apply an analytical framework to current conditions to forecast potential future outcomes, drawing on examples from art markets, architecture, and popular culture, as well as economics and politics

Specialty Focus Area: Investment Strategies