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Investment Masterminds Webinars

April 1, 2024
Seeking Sustainable Income Regardless of Fed Policy With VettaFi
February 5, 2024
Episode 51 | "Special Segment with Yohance Harrison"
January 30, 2024
Episode 50 | "Addressing Economic Uncertainty"
December 20, 2023
Does Portfolio Construction Matter? With VettaFi
December 20, 2023
Special Segment with Cameron Dawson
November 13, 2023
Episode 49 | "From Rally to Recession"
October 26, 2023
Episode 48 | "Shifting the Gender Paradigm -The Role of Male Allies"
October 3, 2023
Episode 47 | "Running With Grace" An Interview with Founder , CEO, and WSJ Best Selling Author, Lori Van Dusen Join Investment Masterminds for an extraordinary conversation featuring Barron’s Hall of Fame CEO, Lori Van Dusen, where she shares her motivation for writing Running with Grace.
September 6, 2023
Episode 46 | "From Riskalyze to Nitrogen" An Interview with Co-Founder & CEO, Aaron Klein
August 21, 2023
Episode 45 | Facts VS Feelings with Carson Group's Sonu Varghese and Ryan Detrick
July 26, 2023
Episode 44 | Does the Prize Match the Odds w/ Zoë Brunson of AssetMark
July 17, 2023
Episode 43 | Portfolio Repositioning Ideas for the 2nd Half of 2023 Join our Lead Portfolio Manager and CEO, options expert Randy Swan for this segment on portfolio repositioning ideas for the 2nd half of 2023!
July 11, 2023
Episode 42 | Tips, Tactics and Tools for Expanding Your Brand Through Social Media Join this session of Investment Masterminds as Domenick D’Andrea, Co-Founder of DanDarah Wealth Management shares his tips tactics and tools for expanding your brand through social media.
April 21, 2023
Episode 41 | Paradigm Shift: A Guide to Becoming the Business Owner's Advocate of Choice Join this session of Investment Masterminds as Chief Exit Officer, Brian Callanan shares how he assists advisors in building relationships with business owners through creating exit planning strategies designed to increase valuations.
March 23, 2023
Episode 40 | The Evolution of Artificial Investment in Portfolio Design Join this special session on innovation in investing with our Guest Speakers from StockSnips who have a unique way of assessing individual equity value through gauging investor sentiment.
March 17, 2023
VettaFi The Correlation Conundrum Join VettaFi and Swan Global Investments as they dig in to how to address correlation convergence and navigating an uncertain market.
March 8, 2023
Episode 39 | "Find Your Freedom" With Jamie Hopkins Join Jamie as he discusses his latest book, "Find Your Freedom", Financial Planning for a Life on Purpose.
February 8, 2023
Episode 38 | The Role of Tax Planning in Supporting Advisor Alpha Join Debra, founder of Taylor Financial Group, on Investment Masterminds for this complimentary session on the topic of Tax Planning for high-net-worth clients.
January 31, 2023
Episode 37 | Economic Outlook with Ryan Detrick of Carson Wealth Please join Investment Masterminds special guest speaker, Ryan Detrick, Chief Market Strategist of $20 Billion Asset Manager, Carson Wealth.
January 18, 2023
Episode 36 | Stop Guessing & Start Hedging Tune in as CEO and Lead PM, Randy Swan shares his ideas of process vs prediction in this exclusive interview with Investment Masterminds.
December 21, 2022
Episode 35 | What's Missing From Your 2023 Business Plan with CEO Penny Phillips Join our expert Guest Speaker, Penny Phillips, Co-Founder, and CEO of Journey Strategic Wealth, as she shares her footprint for creating a strategic business plan.
December 15, 2022
Episode 34 | Solutions for the High-Net-Worth Market Hear from innovative CEO's from Third Wire Asset Management, Vested, and Banrion Capital as they discuss the evolution of Portfolio Alternatives.
November 30, 2022
Episode 33 | Females & Finance Join our expert panel as they share their journey of overcoming industry challenges in finding their path to sucess.
November 17, 2022
Episode 32 | Portfolio Overlays for High Net Worth Investors Understand how options may be used to reduce concentrated positions while attempting better tax efficiency for your clients.
November 3, 2022
Episode 31 | Rational Solutions for Irrational Markets Join our special guest, Randy Swan, CEO and lead Portfolio Manager of Swan Global Investments as he offers his view on today’s economic landscape, and Swan’s approach to mitigating risk through both rational and irrational markets.
July 29, 2022
Episode 30 | "A Raincoat, Umbrella, or Storm Shelter Advisor Spotlight with Larry Sprung, from Mitlin Financial. A discussion about finding your niche and becoming great at what you do best.
June 28, 2022
Investment Masterminds Symposium Covering concepts to help improve your practice management and market knowledge as a financial advisor. 15 different speakers | 11 speaking slots | Over 5 Hours worth of content.
June 6, 2022
Episode 29 | Building Your Legacy by Embracing Your Passion Advisor Spotlight with Larry Sprung, from Mitlin Financial. A discussion about finding your niche and becoming great at what you do best.
June 1, 2022
Episode 28 | Model All-weather Portfolios with Founder & CEO of Swan Global Investments Tackling the topic of hedging market risk and attempting more consistent long-term outcomes through full market cycles with Founder & CEO of Swan Global Investments.
May 4, 2022
Episode 27 | Outlook & Opportunities in a Volatile Market Guest Sam Stovall As Chief Investment Strategist of CFRA, Sam Stovall focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, as well as two other investment books, and writes a weekly investment piece on CFRA's MarketScope Advisor platform.
April 20, 2022
Episode 26 | Guest Speaker, CEO JaQ Campbell, as she shares Her story of becoming a successful entrepreneur, philanthropist, and advocate for Investment Literacy. Join this bonus "Podcastinar" session of Investment Masterminds with Special Guest Speaker, CEO JaQ Campbell, as she shares Her story of becoming a successful entrepreneur, philanthropist, and advocate for Investment Literacy.
April 13, 2022
Episode 25 | Attracting High Net Worth Through Private Offerings Guest Adam Ponder In this ever-evolving industry, there is always the risk of commoditization.  Learn from the master who literally wrote the book on Private Funds,  Adam Ponder, CEO of Alta Trust.   
March 31, 2022
Episode 24 | Investing Redefined with CEO & Options Manager, Randy Swan Tackling the topic of hedging market risk and attempting more consistent long-term outcomes through full market cycles.
March 17, 2022
Episode 23 | Client Segmentation With Penny Phillips Join our Guest Penny Phillips as she discusses client segmentation to grow your book of business, with actionable items.
March 1, 2022
Episode 22 | How to Help Clients Get Their “Why” Join our Guest Suzanne Norman, a financial professional coach teaching skills on how to best assist your clients.
February 17, 2022
Episode 21 | Generation Planning For Affluent Couples As a financial Advisor learn how to tap into the $20 Trillion Affluent Women and Couples Market, Increase implementation and generate more revenue, and more...
January 27, 2022
Episode 20 | Social Media Strategies for Financial Advisors Please join our guest speaker, Shana Orczyk Sissel, Founder & President, as she shares her expertise in building brand awareness through Social Media, as a financial professional.
December 17, 2021
Episode 19 | Is Capitalism Compassionate? Join this exclusive interview with David Bahnsen, Author of “There’s No Free Lunch: 250 Economic Truths”. David is Managing Partner and Chief Investment Officer of The Bahnsen Group, managing over $3billion of client capital.
December 8, 2021
Episode 18 | Portfolio Repositioning Ideas for 2022 Tune in as we discuss solutions to help investors avoid replacing market risk with interest rate risk. This special year-end session will uncover ideas designed to prepare your portfolios for the threat of both rising interest rates and major market drawdowns.
November 26, 2021
Episode 17 | History, Outlook, and Opportunities from Sam Stovall, of CFRA Research Short but impactful webinar brought to you by Swan Global Investments in collaboration with Pacer ETFs, as our guest speaker gives his perspective on the direction of equity markets for the remainder of 2021 and 2022.
November 3, 2021
Episode 16 | All-Star Women in Investing Panel Please join this one-of-a kind webinar with an All-Star packed panel of talented industry experts on the topic of marketing to affluent women & couples.
October 20, 2021
Episode 15 | Becoming The High Net Worth Client Player-Coach Learn from our guest Todd Fithian, CEO of The Legacy Companies, and Co-Author of "The Right Side of the Table" as he unpacks ideas to access client/prospect teams and become the ultimate player-coach!
September 30, 2021
Episode 14 | Moving Beyond Modern Portfolio Theory Tune in to our host, Jeff Thomas, in this interview with Author, Jon Lukomnik, on his controversial book entitled “Moving Beyond Modern Portfolio Theory”. In this recent work, Authors Lukomnik and Hawley contend that MPT’s core concepts are ineffective in addressing systematic risk, or the influence that environmental, social, and corporate governance has on modern investing.
September 15, 2021
Episode 13 | Marketing to Affluent Women & Couples Market Masterclass Helping advisors learn how to market to Affluent Women and couples market, a $20 Trillion Market. Guest speaker Annette Bau, CFP® is the founder of MillionaireSeries.comTM and host of The Millionaire InsiderTM Channel.
August 25, 2021
Episode 12 | Injecting the Bull with Stimulus Booster: 2021 Obstacles and Opportunities Connor O’Brien, CEO of O’Shares ETFs, discusses the short and long-term risk/reward potential of the $4.5 Trillion in proposed economic stimulus as a response to the Global Pandemic.
August 11, 2021
Episode 11 | Perfecting Partnerships Phil Eichinger, Senior Vice President of Pacer ETFs offers up strategies, tactics, and implementable tools to strengthen relationships with both clients and prospects.
July 28, 2021
Episode 10 | Luck, Skill, or Greed? A Cautionary Tale Randy Swan unpacks the history of managing investor emotions from market highs, through devastating lows with one of the longest tenured hedged equity strategies in the industry.
July 14, 2021
Episode 9 | Grow, Scale, and Systematize Your Business Discussion about how elite advisors strengthen client engagements, attract high net worth investors, generate more referrals, and increase their value proposition.
June 30, 2021
Episode 8 | Advisory Practice of The Future Ideas & concepts to help you manage an elite Advisory Practice. Become more targeted and deliberate in your marketing, strengthen your advice-driven advisor-client relationship, and create a personalized content experience through the use of technology.
June 9, 2021
Episode 7 | Inflation and Interest Rate Expectations Overview of major economic themes and their view on the Investment Landscape for the remainder of 2021.
May 20, 2021
Episode 6 | Optimize the Potential of 3rd Party Professionals Lawyers, Accountants, Insurance brokers, and other industry professionals are often an elusive untapped resource.  This workshop is designed to empower you with the tools to drive the results you deserve!
May 4, 2021
Episode 5 | Investing in the Digital Era with Kevin O'Leary and Connor O'Brien Kevin O’Leary and Connor O’Brien reveal the obstacles and opportunities of investing in the post-Covid economy.
May 3, 2021
Episode 4 | Strategies to Exploit Market Inefficiencies to the Benefit of your Investors How to exploit market inefficiencies to benefit investors. Q&A session with CIO & Founder Ross Klein, and Co-Founder & Portfolio Manager Vince Lorusso of Changebridge Capital.
May 3, 2021
Episode 3 | Strengthen Prospect and Client Engagements Discussion on how elite advisors overcome obstacles, strengthen existing client relationships, and attract high net worth prospects.
May 3, 2021
Episode 2 | Portfolio Manager Discussion on Buffered ETFs Discussion about one of the hottest industry topics, "buffered" investments. An explanation on how options strategies have evolved to accommodate the latest trends in investment management.
May 3, 2021
Episode 1 | Behavioral Strategies for Winning Some behaviors are hard wired in our DNA, especially when it comes to our finances. Discover the keys to unlocking investor psychology.