Visionaries Webinar Series

HOST

Mark Bruno
Managing Director, Wealth Management

Informa Connect

Wednesday

Time: 4:00 PM ET

Wealth 2.0: A Look Back & Ahead – Investing Trends to Watch

The last two years have introduced unforeseen changes in global markets at a dizzying pace – and 2023 will continue to present financial advisors and investors with new challenges. This webinar will assess some of the most significant changes in equity, fixed income and alternative investments, while also identifying opportunities for advisors to adjust their clients’ plans and portfolios to capitalize on emerging opportunities. Specifically, our panel of experts will address:

• The biggest variables that could impact global equity markets in 2023
• Strategies for hedging against rising inflation and generating income 
• Best practices for tax loss harvesting and generating tax alpha in 2022, 2023 and beyond

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

SPEAKER

Michael Lane

Head of iShares U.S. Wealth Advisory
BlackRock

SPEAKER

Anu Ganti

Senior Director, Index Investment Strategy
S&P Dow Jones Indices

SPEAKER

Peter Lazaroff, CFA, CFP®

Chief Investment Officer
Plancorp

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