Economic Experimentation: Trade, Labor, and Debt Under the Microscope

2026 Capital Markets Forecast

January 14, 2026

12:00 PM ET

We have entered an era of economic experimentation unlike any before. Unprecedented policy shifts and macro dynamics demand careful observation and forward thinking when building portfolios.

Join us for an in-depth discussion on the forces and innovations shaping investment decisions in 2026, including:

• The Reshoring Experiment: Tariffs and Smart Manufacturing - How will tariffs and supply
chain realignment alter cost structures and margins across sectors—and which industries

stand to gain or lose?

• The Labor Experiment: Replacing Workers with AI - Can AI and automation offset a
shrinking workforce enough to sustain corporate earnings growth?

• The Debt Experiment: Investing in a Debt Cycle - Can rising productivity bend the curve on
the U.S. debt trajectory, and what does it mean for interest rates and the dollar?

In the final section, The Outlook: From Lab to Portfolio Reality, the team examines how policy and innovation could intersect to shape both opportunities and risks in the year ahead.

Advance registration is required. You will be able to submit questions for our speakers when you register.

Economic Experimentation: Trade, Labor, and Debt Under the Microscope

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What was covered

We have entered an era of economic experimentation unlike any before. Unprecedented policy shifts and macro dynamics demand careful observation and forward thinking when building portfolios.

Join us for an in-depth discussion on the forces and innovations shaping investment decisions in 2026, including:

— Reshoring and Trade Policy: How will tariffs and supply chain realignment alter cost structures and margins across sectors—and
which industries stand to gain or lose?
— Labor and Technology: Can AI and automation offset a shrinking workforce enough to sustain corporate earnings growth?
— Debt and Financial Innovation: As digital assets gain traction, could they upend traditional liquidity channels—and what
opportunities might follow?

Advance registration is required. You will be able to submit questions for our speakers when you register or during the presentation.

Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

Grab your favorite snack and tune in.

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Panelists

Tony Roth

Chief Investment Officer

Meghan Shue

Chief Investment Strategist

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Luke Tilley

Chief Economist

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Moderator

Lisa Roberts

Head of Wealth Management

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Your Hosts

Jake Hernandez

Chief Creative Officer

Openform

Jake Hernandez is senior director of product marketing at Openform, where his goal is to help people unlock the power of in-person events.

Leo Di Salvo

Sr. Technology Consultant

Openform

Leo Di Salvo is the Senior Technology Consultant at Openform, where his goal is to help people unlock the power of in-person events.

Run of show

12:00PM

Webinar Begins

Opening remarks from your hosts

12:15PM

5-Tips

5 Tips for Creating Virtual Events

12:45PM

Closing

Final remarks from your hosts

Grab your favorite snack and tune in.

Pro Tip:

First, watch the video to learn how to use this type of theme. Then, replace the iFrame embed code of the video below by clicking into it and clicking on the "Embed Options" tab on the right. Hide this element when you're finished.

Need more help? Here are some great Help Center articles regarding embed best-practices:

How do I resize an iFrame?

What's the difference between iFrame elements and Video elements?

How do I embed webinars or livestreams using an iFrame element?

What can I embed using an iframe into Splash?

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

Download

02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

Register

03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

Watch now

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