This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She was recently named to the inaugural Barron’s “100 Most Influential Women in U.S. Finance.” In this episode, Liz Ann discusses her career path from Zweig/Avatar Group to Charles Schwab, gender diversity within the industry, how she decides what content to read, how she utilizes Twitter day-to-day, why she thinks the recovery will take the shape of a “Y,” and why she thinks diversification is as important as ever right now.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL (0:38) -  Colby Donovan and Steve Curley introduce the podcast (1:26) – Introduce Liz Ann Sonders (1:52) – Her career path (3:16) – Thoughts on gender diversity within finance (7:45) – How she scales herself around the Charles Schwab platform   (13:45) – How she utilizes Twitter  (16:13) – Her typical week and how that may change after social distancing measures are reduced (18:45) – Her thoughts on a possible “Y” shaped recovery (21:02) – Mistakes she could see investors making as the market rebounds (25:00) – What parts of the market she likes long-term (28:35) – Diversification benefits (30:34) – Why she thinks healthcare will drive the U.S.  (31:40) – Follow her on Twitter @LizAnnSonders and read her research here (33:10) – End of episode questions