1:45 PM—2:15 PM @ Newport Art Museum

Stay Calm: Embrace Uncertainty in Investing and Life

Dimensional Founder and Chairman David Booth didn’t just witness the financial data revolution. He helped lead it. In his forthcoming book, Stay Calm: Learn to Embrace Uncertainty in Investing and Life, Booth explores the transformation of investing from a game of speculation into a discipline grounded in evidence and long-term thinking. For five decades, he has bridged academic theory and practical investment management, working alongside Nobel laureates and other colleagues to build Dimensional, which crossed $1 trillion global firm AUM in 2026. In this fireside chat, David Booth will explore what it means to embrace uncertainty by controlling what you can, managing what you can’t, staying flexible, and trusting markets.

2:15 PM—2:30 PM @ Newport Art Museum

THE NEW IMPERATIVE: CREATING A LEGACY THAT ENDURES

John E. Messervey, Private Advisor to America’s Leading Families

High performing families are discovering a new focus on multi-generational, problem-solving impact.  A legacy may include entrepreneurial, educational, financial, artistic, dynastic, inventive pursuits, and more. In this thought-provoking presentation, family wealth advisor John Messervey will share varying examples of legacy creation; personal, family, and generational.  From his decades of advising leading families, John will explore symbols of permanence, combining elements of personal values, family focus, and the best of smart philanthropy.   As trillions of wealth are about to be passed to the next generation, this session shares how to build something that endures.

2:30 PM—3:00 PM @ Newport Art Museum

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