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Unlock Market Insights with Investment Masterminds

Stay ahead of the curve with actionable strategies, expert analysis, and real-world applications.

Why Subscribe to Investment Masterminds?
Investment Masterminds is more than just a webcast—it’s your gateway to insightful discussions and innovative strategies designed to help financial advisors, RIAs, and investors navigate today’s complex markets.

Here’s what you’ll gain as a subscriber:

  • Exclusive Resources: Access unique insights, episode recaps, and downloadable guides tailored for financial professionals.

  • Engaging Speakers: Learn from experts who focus on enhancing engagement with clients and prospects, helping you build stronger relationships.

  • Future-Focused Segments: Discover strategies to establish and grow a multi-generational client base, ensuring long-term success for your practice.

  • Actionable Investment Ideas: Explore innovative solutions designed to manage risk and navigate market downturns effectively.

  • Expert Portfolio Insights: Gain elite commentary from leading portfolio managers specializing in options strategies and other cutting-edge investment approaches.

 

Get a glimpse of what makes Investment Masterminds an invaluable resource.

 

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

Featured Masterminds

Learn from Industry Leaders
Each episode of Investment Masterminds features renowned experts
offering their unique perspectives on the financial world.

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Kevin O’Leary, Entrepreneur & Investor: Sharing insights on portfolio diversification and managing risk in uncertain markets.

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Cameron Dawson, Chief Investment Officer at NewEdge Wealth: Breaking down macroeconomic trends and their impact on asset allocation.

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Aaron Klein, CEO of Riskalyze: Discussing innovative tools and technology for risk management in client portfolios.

 
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Lori Van Dusen, Founder & CEO of LVW Advisors, and Author of Running with Grace: Exploring strategies for delivering holistic wealth management solutions and sharing personal insights from her acclaimed book.

 

Explore Past Episodes

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Episode 54: Election & The Economy

With Kevin O’Leary, Cameron Dawson, and Rick Wedell

This episode unpacks the intersection of political policy and market behavior, covering everything from tax strategies to consumer sentiment and economic forecasts for 2025.

Watch Episode 54

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Episode 47: Running with Grace

With Lori Van Dusen, Barron’s Hall of Fame CEO and WSJ Best-Selling Author

Lori Van Dusen recounts her extraordinary career, from working on Wall Street to becoming a celebrated CEO and author, offering leadership lessons and insights into overcoming adversity.


Watch Episode 47

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Episode 46: From Riskalyze to Nitrogen

With Aaron Klein, Co-Founder & CEO of Nitrogen Wealth

Aaron Klein shares the journey of transforming a simple idea into a groundbreaking company and how his innovations are reshaping risk management in the financial industry.

Watch Episode 46

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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!

 

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