With interest rates at historic lows and as the Fed continues to print money, finding the right balance of risk and reward has become even more challenging. From fixed income to commodities to real estate and beyond, this panel will discuss where some interesting options lie
This virtual event is 90 minutes of a panel discussion, discussion breakout rooms, and a moderated Q&A.
Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
Ken Bower, CFP®, Chief Executive Officer, Managing Director, Clayton Financial Group, LLC
Dana Brewer, CFP®, Principal and Financial Advisor, Birchwood Financial Partners
Lori Van Dusen, CIMA®, Chief Executive Officer, LVW Advisors
Jonathan Foster, President & CEO, Angeles Wealth Management
Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC
Michelle Katzen, CFP®, Senior Portfolio Manager, HCR Wealth Advisors
Leo J. Kelly, III, CFP®, CBEC®, Founder, CEO & Partner, Verdence Capital Advisors
Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski
Cosmin Lucaci, CFP®, Vice President, Brownson, Rehmus & Foxworth
Carl Ludwigson, CFA®, CQF, Director of Manager Research, Bel Air Investment Advisors
John Mannix, Chief Executive Officer, Baldwin Brothers
Sean O’Dowd, Managing Director, Silvercrest Asset Management
Rocio Ortega, CFP®, Partner, WE Family Offices
Willian “Biff” Pusey, Jr., Partner, Kimble Advisory
Amy Sabin, Partner, Managing Director, Partner, Steward Partners Global Advisory
Matthew W. Sexton, CFP®, CIMA®, MSFP , Director, Clear Harbor Asset Management
Chris Shepherd, Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC
Scott Sorensen, CFA®, Principal & Chief Investment Officer, Vigilant Capital Management
Debra Brennan Tagg, CFP®, President, Brennan Financial Services
Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer, LVW Advisor
For more information, please contact:
Kristen Oliveri
Director, RIA Institute