Webinars


Sowell’s Trailhead Thursdays webinars offer practice management for financial advisors, economic and stock market updates, forums on important issues that affect financial advisors like cybersecurity, introductions to new investment products, technology training and access to other resources important for financial advisors with an independent investment management practice.

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Guiding Light— illuminating portfolios for the next regime

“Guiding Light: Illuminating Portfolios for the Next Regime” encapsulates AAM’s forward-thinking approach to portfolio management. Conveying adaptability, strategic foresight, and a commitment to navigating the evolving financial landscape with confidence and clarity.

Recent events indicate a large shift in the economic and political landscape. It’s clear our investment selections need to adapt. In order to strategically position our investments, we need to re-think the regime.

Guiding Light means a reliable and steady source of illumination that offers guidance and direction in times of uncertainty. It implies a trusted advisor, and one whom sheds a light on the path ahead, providing clarity amidst a changing environment.

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Alts with First Trust Capital Solutions— in search of alpha

First Trust Capital Solutions offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit. 

 

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CAIS Alts — new possibilities beyond 60/40

The hedging capability of the 60/40 portfolio deteriorated amid high inflation and unprecedented rate hikes in 2022. 

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Unlocking your Client's Liquidity

SDR Ventures CEO, Geoff Eliason, will unpack how a well-engineered M&A transaction can unlock your clients’ liquidity and position you as their most trusted advisor and drive significant AUM for you and your firm. 

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CYBERWATCH
2023

Sowell Management and the Technology Consulting Team at Charles Schwab are joining forces for this virtual event to share best practices with our partner advisors. Our objective is to ensure that we are equipped to protect our online personal information and enhance our awareness of the latest virtual security threats

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Market Update
2023

Hear from Sowell’s FLEX team, Co-CIOs Alex Hsiao and Greg Lai, who will share a 2023 market outlook but also how to unlock the power of a bespoke investment team. Alex and Greg will share insights on the recent market action, the factors of influence and where the path lies going forward in this distinctly new environment.

Information presented is believed to be factual and up‐to‐date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Sowell Management is registered as an investment advisor with the SEC.