TRAILHEAD THU WEBINAR
Jaws of the Jury Pitch Panel with Co-CIOs Greg Lai &
THUR, DEC 15, 1:00PM CT
The Jaws of the Jury pitch panel is a shark-tank-style program hosted by “sharks” Sowell Affinity Co-CIOs Greg Lai and Alex Hsiao. Entering the water Devin Iafelice, First Trust, Tom McCabe, Vanguard, and Chris Quagliata, PIMCO. The program will include a Q&A session.
On-Ramp to Growth with Duncan MacPherson
ON DEMAND RECORDING
What separates the best from the rest? The very best often use times of volatility and disruption as an opportunity to manage growth and to go upmarket and attract higher value clients. Some are growing down so that they can go deeper with the clients who have needs that are more complex.
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.