Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time
In periods of market volatility, many investors fall short of their market objectives. During these times, emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. The mind and the markets — presented by Orion’s chief investment officer, Tim Holland, CFA, and chief behavioral officer, Dr. Daniel Crosby — examines four significant market topics from the investment and behavioral perspectives and frames them in a way that enables advisors to better engage with clients during periods of heightened volatility and uncertainty.
Those who attend will leave this conversation with useful tools to keep clients invested, regardless of what the market throws their way, all while strengthening the advisor-client relationship through conversations centered around outcomes.
Speakers:
- Tim Holland, CFA, is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, he was the global investment strategist at Brinker Capital and worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook. Before that, Holland was a portfolio manager at TAMRO Capital Partners. His investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily and Financial Times.
- Daniel Crosby, Ph.D., is the chief behavioral officer at Orion Advisor Solutions. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Crosby has more than 10 years of experience in the financial services industry and has published bestselling books that serve as guides to building stronger advisor-client engagement. Crosby was named one of the “12 Thinkers to Watch’’ by Monster.com, a “Financial Blogger You Should be Reading” by AARP and one of the “Top 40 Under 40” by InvestmentNews.
Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time