We are excited to share that our Chief Investment Officer, Matt Dmytryszyn, CFA, will be speaking at the With Intelligence Summer Wealth Retreat in San Diego next week! Matt will join a panel to discuss emerging trends and best practices in due diligence. We are proud to have him represent Miracle Mile Advisors and contribute his insights to this event of industry leaders! #WealthManagement #Investment #DueDiligence #CIO #SanDiego #WealthRetreat #BestPractices #Insights
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I had a wonderful time re-connecting with my friend Kate Moore, BlackRock Managing Director and Head of Thematic Strategy, who shared her current economic outlook and what she’s forecasting going forward. From geopolitics to real estate and from the impact of climate change on the insurance industry to whether the hype around AI is justified – it is – we had a fascinating exchange that lent a lot of color to the challenges – and opportunities – facing our economy and our nation … and who the winners will be as technology continues to transform our lives. “We are still constructive on the U.S. economy. We see an expansion. We see a tight labor market. We see inflation starting to come down and policymakers that are getting more comfortable with an environment where they may be able to cut interest rates in 2024. But the uncertainty factor is exceptionally high.” – Kate Moore, Managing Director and Head of Thematic Strategy, BlackRock #SanctuaryDifference #Markets #Money #Investing #FinancialAdvisors
Two of our industry’s most influential strategists recently got together to talk markets and the economy – and we’re giving you a front-row seat! #SanctuaryWealth Chief Investment Strategist Mary Ann Bartels welcomed Kate Moore Managing Director and Head of Thematic Strategy at BlackRock, to discuss macro influences affecting the investing landscape, as well as how investors can capture opportunities in today’s dynamic environment. #SanctuaryDifference #Markets #Investing #FinancialServices
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Two of our industry’s most influential strategists recently got together to talk markets and the economy – and we’re giving you a front-row seat! #SanctuaryWealth Chief Investment Strategist Mary Ann Bartels welcomed Kate Moore Managing Director and Head of Thematic Strategy at BlackRock, to discuss macro influences affecting the investing landscape, as well as how investors can capture opportunities in today’s dynamic environment. #SanctuaryDifference #Markets #Investing #FinancialServices
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We spoke to Donald Wangunyu about his career and investment journey on the stock market. Donald is the CEO of FourFront Management and an Executive Director at Standard Investment Bank. Listen in on the discussion on our YouTube page @cdsckenya #CDSCInvestorSeries
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Join Brian Scott and Dan King for a LIVE webinar on Friday, June 14th at 12pm MST! We’re excited to have Michael Arone, CFA, and Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. Register here: https://hubs.la/Q02zh-rL0 #ElevantInsights #Webinar #ElevantWealth #FinancialFreedom #MarketUpdate #FinancialPlanning #TwinFalls
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Impact investing and intergenerational wealth transfers, moving from a conversational market approach to a values and goals-based approach. These topics and much more will be the focus of a keynote panel at the Stockbrokers and Investment Advisers Association Conference, of which Siobhan Blewitt, Founder and CEO, Frais Capital Pty Ltd will be speaking, alongside Louise Tran of Head of Ventures, OzHarvest and Paul Heath, CEO, Koda Capital. To learn more, go to https://lnkd.in/gDUs3-XT #wealthmanagement #finance #economy
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In our latest “Taking Stock - After The Bell” episode we are joined by outgoing Chief Investment Strategist Alan McIntosh to discuss the highlights from his 40-year career in fund management – an ideal listen for those embarking on their investment journey. Listen here: https://bit.ly/43ag5bL Follow our Taking Stock: After the Bell hosts – Jonathan Raymond CFA and James Hughes. Capital at risk #QuilterCheviot
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Advisors, there’s still time to register for the upcoming #MorningstarWealth webinar: http://spr.ly/6047R3dIZ. This month's webinar features Dan Kemp, Chief Research and Investment Officer; Marta Norton, CFA, Chief Investment Officer; and Michael Laughlin, CFA, FRM, Head of Portfolio Specialist Team, where they will take an in-depth look at some of the most important issues facing investors, share insights from current research, and provide guidance to help make better investment decisions. #2024Outlook #ManagedPortfolios #InvestmentManagement
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We’re excited to share that our colleague, Patrick Wierckx, has been nominated for the Influencer of the Year category at the Institutional Investor Recognition Awards. Patrick’s insightful posts and publications on stock investing have made him a familiar name in the investment community. As investing grows increasingly complex, Patrick’s witty contributions remind us of the essence of investing: identifying the perfect companies and adopting the right investment strategies. There are very few investment books that Patrick hasn't read and excitingly he will soon publish his own book: ''Hidden Monopolies''. If you are interested in unique insights on investing, make sure you follow Patrick (if you haven't already): Patrick Wierckx, CFA #InstitutionalInvestor #Investing #Assetmanagement
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Today's the day! Brian Scott and Dan King will host a LIVE webinar at 12pm MST! We’re excited to have Michael Arone, CFA, and Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. #ElevantInsights #Webinar #ElevantWealth #FinancialFreedom #MarketUpdate #FinancialPlanning #TwinFalls
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I ain’t wearing no silly hats! Had fun making this video with W. Bradford McMillan, CFA, CFP®, Heather Zack, and Sam Millette to hard launch the Commonwealth Wealth Management page where thought leadership from across Wealth Management and Investment Management & Research will offer regular insights into trending topics. Make sure to follow the page for more! #financialplanning
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