This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies. Privacy Policy

Okay, thanks

Investment Masterminds

Positioning For Success in 2025 & Beyond

Exploring Unconventional Solutions for Unconventional Times

With special guests: 

 

Marc Zabicki, CFA®
LPL’s CIO and Director of Research

David Wood
Founder of Gateway Financial Partners

Chintan Shukla, CFA®
Portfolio Manager at Marshall & Sterling Wealth Advisors, Inc.

Ryan Williams
Director of National Accounts at Swan Global Investments

Key Takeaways:

  • Assessing the Unconventional Investment Landscape
  • Detailing LPL’s Diverse Investment Capabilities
  • Complimenting Traditional Models Through Innovative Design
  • Preparing Your Practice: Growth & Succession Strategies

More From This Series…

Investment Masterminds Research Spotlight with Marc Odo Is Private Credit the New Subprime? Investment Masterminds Research Spotlight with Marc Odo
Investment Masterminds Positioning for Success Discover how portfolio design is adapting to meet investor needs in this Investment Masterminds expert panel discussion.
Investment Masterminds Panel Discussion Discover how portfolio design is adapting to meet investor needs in this Investment Masterminds expert panel discussion.
Investment Masterminds with Matt Golliher Matt Gallagher, an advisor with Vista Investment Partners and co-founder of Orange Horizon Wealth, shares his evolution from Bitcoin skeptic to advocate on Investment Masterminds.
Episode 53 | "Center Stage: How to Become the Star of Your Practice" with Andree Mohr and Matt Ackermann
Quarterly Update 2024 Q1 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
Quarterly Update 2023 Q4 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
Quarterly Update 2023 Q3 Q3 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.