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For Financial Professional use only
Investment Masterminds Symposium
A half-day event providing years worth of value!
Date: June 22nd 2022 | Time 11:00AM - 4:30PM EST (30 minute segments)
You have been selected as a guest for this year’s Virtual Investment Masterminds Symposium. This half-day event is specifically catered to provide a perfect blend of value from Investment Managers, Practice Management Specialists, Economists, Financial Technology Experts, Industry Leading Financial Advisory Practices, as well as Social Media & video marketing gurus.
Watch the Replay!
Speakers & Sessions
11:00 AM EST
The Art of Hedged Equity (11:00 AM EST)
Speaker: Randy Swan, Founder & CEO Swan Global Investments
In 1997, Randy Swan began his journey into Asset Management toward the tail end of the tech bubble. Learn how his approach to portfolio hedging allowed for consistent returns through some of the most volatile markets in history!
11:30 AM EST
Avoiding Costly Teaming & Hiring Mistakes (11:30 AM EST)
Speaker: Penny Phillips, President of Journey Strategic Wealth
Penny Phillips is a breath of fresh air in an often-stale industry. Her passion and creativity is only surpassed by her practicality when it comes to presenting easy to implement strategic concepts to financial advisors.
12:00 PM EST
Riskalyze Portfolio Analysis (12:00 PM EST)
Speaker: Todd Johnson, Director of Channel Alliances
Use Riskalyze? Interested in Exploring? Or simply want to know what competitive firms may be using? Join Todd Johnson as he demonstrates the power of evaluating portfolio risk and provide the framework to attempt more consistent outcomes.
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1:00 PM EST | 1/2 CE Credit
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1/2 CE Credit | Irrational Exuberance Revisited (1:00 PM EST)
Speaker: Marc Odo, Client Portfolio Manager, Swan Global Investments
Join Marc Odo as he jumps in the hot tub time machine to compare contributing factors that led to the tech bubble to those present today. Eligible for ½ hour CE credit.
1:30 PM EST
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The Case for Alternative Investing (1:30 AM EST)
Speaker: Shana Sissell, Founder & President, Banríon Capital Management
Calling Shana a rising star would be an understatement as she is already a regular on CNBC, Fox Business, Bloomberg, and Investment Masterminds. Join Shana as she shares the role of alternatives in portfolio design to create more consistent long-term outcomes for clients.
2:00 PM EST
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Financial Advisor Panelist Discussion: The Challenges and Opportunities Facing Advisors in 2022 (2:00 PM EST)
Speakers: Terry Treiber, Chief financial Strategist, TAG Advisors & Jamie Hopkins, Managing Partner of Wealth Solutions, Carson Group & Luis Corrales, Managing Partner & Co-Founder, Cope Corrales
This is YOUR session! Join our expert panelists as they discuss challenges & opportunities in 2022. From investment management, to client engagement, to marketing your message, this session is customized for advisors with the goal of solidifying your value proposition, from both a marketing and investment perspective.
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3:00 PM EST | 1/2 CE Credit
1/2 CE Credit | All Options on The Table (3:00 PM EST)
Speaker: Marc Odo, Client Portfolio Manager, Swan Global Investments
Learn to navigate through the noise in hedged equity, and understand the difference between long-term and short-term options strategies when assessing risk management for clients. Eligible for ½ hour CE.
4:00 PM EST
The World is Yours with The Power of Video (4:00 PM EST)
Speaker: Katie Braden, Founder, and CEO of Innovating Advice
The pandemic necessitated increased investor competence in video technology. Not only is Katie a CFP, but also an expert at creating a unique video experience. Learn how you can add another dimension to your service and sales model through simple video communications.
Are you one of the Select Few?
The last two years have been an incredible challenge for humanity. Plagues, Social Unrest, War. Like an updated, condensed version of Billy Joel’s “We Didn’t Start the Fire”, the challenges have been near Biblical proportions.
For many, the pendulum eventually swung from fear to resolve. But for a select few, resolve evolved into enlightenment. Are you one of the select few?
No, this is not a televangelist infomercial. However, I am asking you to invest in something. And that something is YOU. You who've worked to improve both personally and professionally. You who decided to become the best version of yourself. And it's you this Investment Masterminds Symposium was created for.
So, the question is ... are you one of the select few that is determined to create a lasting personal and professional legacy?
The journey may be longer for some of you than for others, but we all have a similar destination.
To help guide you further down your personal path, I have put together a small group of the most innovative influencers in the Financial Services Industry. Register today and enjoy the ride.
~Jeff Thomas, Host of Investment Masterminds
1099 Main Avenue | Suite 206 | Durango, CO 81301 | 970.382.8901
Swan Global Investments is a SEC-registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Advisors, LLC. Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance 070-SGI-020922. Disclosure notice and privacy policy.
©2022, Swan Global Investments (“Swan”, "SWAN"), Investing Redefined®