---
title: Investment Masterminds Symposium | Cincinnatti
description: We are excited to invite you to the 2024 Investment xMasterminds Symposium that will be held at the Westin Downtown Cincinnati on October 17th & 18th.
image: https://content.swanglobalinvestments.com/hubfs/Investment%20Mastermind%20Template%20Drafts%20%282400%20%C3%97%201000%20px%29%20%289%29.png
---
[](https://www.swanglobalinvestments.com/)
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[Register Now!](https://content.swanglobalinvestments.com/investment-masterminds-cincinnati-registration)
Investment Masterminds is a complimentary training series specifically curated for Financial Advisors with the goal of growing their practice.
[See Agenda](https://content.swanglobalinvestments.com/investment-masterminds-symposium-agenda-0)
## 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
## Keynote Speakers
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### 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.
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## Special Appearance from Featured \**Local Celebrity*\*
## *Ryan Detrick!*
*Facts vs Feeling Podcast Host, Chief Market Strategist, CWM*
## Featured Speakers
**Sheryl Hickerson:** Founder of Females & Finance
**Holly Mazzocca:** President of Bartlett Wealth
**Shana Orczyk Sissel:** Founder & CEO of Banrion Capital
**Rob Swan:** COO & Portfolio Manager, Swan Global Investments
**Sonu Varghese:** Facts vs Feeling Podcast Host, Director of Research, CWM
**Sam Stovall:** Chief Investment Strategist of CFRA Research
**Randy Swan:** CEO & Portfolio Manager, Swan Global Investments
**David Wood:** Founder & Chief Visionary Officer of Gateway
Financial Partners
**Eric Pettway:** Chief Investment Officer, Journey Advisory Group
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**Tyler Lang:** Founder & CEO, Journey Advisory Group
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**Luke Lloyd:** Senior Wealth Advisor, Investment Strategist, and Chartered Retirement Planning Counselor™ (CRPC®), Strategic Wealth Partners
**Betsy Wolking:** Director of Marketing & Communications, Foster & Motley
.png?width=300&height=300&name=Rob%20(6).png "Rob (6)")
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**Andrea Ernst:** Portfolio Manager, Johnson Investment Counsel
**Megan Lyons:** Financial Planner, Foster & Motley
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**Marcie Wright:** Senior Wealth Advisor, Bahl & Gaynor
**Carina Diamond:** Chief Growth Officer, Gries
## Our Sponsors
Premier Sponsor:
Platinum Sponsors:
Gold Sponsor:
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## 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!
[Register Now!](https://content.swanglobalinvestments.com/investment-masterminds-cincinnati-registration)
1099 Main Avenue | Suite 206 | Durango, CO 81301 | [970.382.8901](tel: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. ](https://www.swanglobalinvestments.com/public/disclosures)
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