Investment Mastermind Template Drafts (2400 × 1000 px) (19)

 

Investment Masterminds is a complimentary training series specifically curated for Financial Advisors with the goal of growing their practice. 

 

Wealth Management
Topics:

  • Economy and the Election

  • Seasonality of Investing

  • Creating More Consistent Outcomes

  • Declaring Independence from Fed Policy

  • Diversification through Lower Correlations

  • Alternative Investments

Business Enhancement Topics:

  • Designing an Airtight Marketing Plan

  • Perfecting Prospect & Client Engagement

  • Building NextGen Relationships

  • Mergers & Acquisitions

  • Nurturing Organic Growth

  • Succession Planning

Copy of Blue White Yellow Modern Creative Business Talk LinkedIn Post

Keynote Speakers

Blue White Yellow Modern Creative Business Talk LinkedIn Post (3)
Blue White Yellow Modern Creative Business Talk LinkedIn Post (4)

Carl Petty
Head of Leadership & Talent Development at Wisdom Tree

Carl began his career flying F-14 Tomcats, leading combat missions as the youngest mission commander in the top U.S. Navy fighter squadron. He then flew Tornados with a German squadron as a foreign exchange officer. After 10 years in the Navy, Carl earned an MBA and became a strategy and leadership consultant with Bain and The River Group, working globally. He designed performance systems for major organizations and delivered executive education for senior executives.

Carl holds a B.S. from the U.S. Naval Academy and an MBA from Harvard Business School. He joined WisdomTree full-time in 2015 after partnering with them since 2008.

Lori Van Dusen
CEO of LVW Advisors and WSJ best selling Author of “Running with Grace”

Lori is the Founder and CEO of LVW Advisors, a nationally recognized New York State based independent investment advisory firm that provides customized and comprehensive investment management solutions for institutional investors, individuals and family offices. Lori has been an advocate of client-focused strategies for more than 30 years and has dedicated her career to providing comprehensive integrated solutions in a fragmented financial services industry. 

Lori holds degrees from Ithaca College and Harvard University and authored the Wall Street Journal bestseller "Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity” in 2023.

Special Appearance from Featured *Local Celebrity*

Ryan Detrick!

Facts vs Feeling Podcast Host, Chief Market Strategist, CWM

Detrick-Ryan-640x640

Featured Speakers

1-Jul-29-2024-06-35-07-9887-PM
Sheryl Hickerson: Founder of Females & Finance
2-Jul-29-2024-06-35-09-1593-PM
Holly Mazzocca: President of Bartlett Wealth
3-Jul-29-2024-06-35-08-1842-PM
Shana Orczyk Sissel: Founder & CEO of Banrion Capital
 
6
Rob Swan: COO & Portfolio Manager, Swan Global Investments
 
7-1
Sonu Varghese: Facts vs Feeling Podcast Host, Director of Research, CWM
4
Sam Stovall: Chief Investment Strategist of CFRA Research 
5
Randy Swan: CEO & Portfolio Manager, Swan Global Investments
8-3
David Wood: Founder & Chief Visionary Officer of Gateway
Financial Partners
 
Headshots
Eric Pettway: Chief Investment Officer, Journey Advisory Group
Headshots (1)
Tyler Lang: Founder & CEO, Journey Advisory Group
 
Head Shots (53)
Rob (4)
Luke Lloyd: Senior Wealth Advisor, Investment Strategist, and Chartered Retirement Planning Counselor™ (CRPC®), Strategic Wealth Partners
Betsy Wolking: Director of Marketing & Communications, Foster & Motley
Rob (6)
Rob (5)
Andrea Ernst: Portfolio Manager, Johnson Investment Counsel
Megan Lyons: Financial Planner, Foster & Motley
Rob (7)
Rob (8)
Marcie Wright: Senior Wealth Advisor, Bahl & Gaynor
Carina Diamond: Chief Growth Officer, Gries

Our Sponsors

Premier Sponsor: 
SGI_Logo_Black_Horizontal.l
Platinum Sponsors: 
pacerlogo
wisdomtreelogo
Gold Sponsor: 
OAKRIDGE_logo_CMYK-1
Blue White Yellow Modern Creative Business Talk LinkedIn Post (2)

Investment Masterminds

Jeff Thomas, Host of Investment Masterminds and Regional Director

Jeff Thomas created investment Masterminds in 2020 to bring the best ideas from across the industry to YOU, the Financial Advisor. Although he has been in Financial Services for well over 20 years, he believes that experience alone is not enough to maximize potential. Experience is only one ingredient in perfecting our ability to listen, innovate, and implement in the quest to evolve from "good enough" to "best in class".  Join this Investment Masterminds network in breaking the status quo!

 

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 151-SGI-073124 Disclosure notice and privacy policy. 

©2022, Swan Global Investments (“Swan”, "SWAN"), Investing Redefined®