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.
FIXED INCOME PRODUCT LAUNCH
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.
TRAILHEAD THU WEBINAR
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.
TRAILHEAD THU WEBINAR
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.
TRAILHEAD THU WEBINAR
Unlocking your Client's Liquidity
TRAILHEAD THU WEBINAR
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
TRAILHEAD THU WEBINAR
Market Update
2023
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.