Presentation

1:40–2:00 pm ET

COVID-19: Steps to an Economic Path Forward

Campbell R. Harvey
​​Professor of Finance, Duke University
Partner and Senior Advisor, Research Affiliates, LLC
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2:30–2:50 pm ET

Global Economic Risks and Rewards

Alejandra Grindal
Senior International Economist
Ned Davis Research Group

  • Assessing the COVID-19-induced global recession and the potential recovery
  • Analyzing what this means for the economy and your investments
  • Weighing the risks and rewards of the world’s major countries and regions—namely, the United States and China

Speaker Presentation

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1:00–1:30 pm ET

How Psychological Principles Can Help You Think and Act Your Way through a Financial Crisis and Personal Stress

Daniel Crosby
​Chief Behavioral Officer
Brinker Capital

  • The COVID-19 pandemic is unique in that it threatens our physical, psychological, and financial well-being.
  • Financial services professionals, who often serve as buffers between their clients and bad decisions, can be especially taxed because they must attend to their own needs as well as those of the people that they serve.
  • Hear practical tips for maximizing personal wellness while assisting clients in making sound decisions in uncertain times.

Speaker Presentation
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1:30–1:45 pm ET

Enhancing Your Mental Strength in a Time of Crisis

Amy Morin
​​Psychology Lecturer, Northeastern University
Author, 13 Things Mentally Strong People Don’t Do

  • What is mental strength and how can you enhance it?
  • Learn the best mental strength exercises for reducing anxiety, managing stress, and combating negative thoughts.
  • Discover actionable tips for thinking, feeling, and performing your best during a time of crisis.

Supplemental Material
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1:45–2:15 pm ET

Mindfulness for Overcoming Stress and Staying Effective in the Age of COVID-19

Donald Altman
​​Author, Mindfulness Consultant, and Trainer

  • Learn about proven strategies using brain science to help you cope with pressure and succeed.
  • A simple practice to discharge tension and stress
  • How to use selective attention to overcome worry
  • A three-minute stress detox to invite calm

Speaker Presentation
Supplemental Material
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12:05–12:25 pm ET

Investing in Disruptive Innovation: How Innovation Gains Traction during Tumultuous Times

Catherine D. Wood
CEO and Chief Investment Officer
ARK Investment Management LLC

  • We are experiencing a shock to the financial system, but the forces in motion before this shock will continue. We have experienced two prior shocks in the last 40 years:
    • Portfolio insurance failed in October 1987
      Low volatility strategies this time around
    • Terrorist attack on 11 September 2001
      Coronavirus outbreak this time around
  • Thee variables can serve as a guide to investors: monetary policy, fiscal policy, market signals
  • Innovation gains traction during tumultuous times. For example, in health care, the convergence of artificial intelligence (AI), next-generation DNA sequencing (NGS), and CRISPR gene editing have the potential to transform health care completely.

Speaker Presentation
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12:25–12:45 pm ET

Asset Allocation for Private Clients: Lessons Learned amid Stressed Markets

Katherine Nixon, CFA
​Executive Vice President and Chief Investment Officer, Wealth Management​​
Northern Trust

  • How can we prepare for the inevitability of market stress?
  • What are the major takeaways from the COVID-19-led market drawdown, and how can we apply these to improve future client outcomes?
  • Can long-term portfolios be designed to mitigate both investment risks and client behavioral risks

Speaker Presentation

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