Rick Kent, founder and CEO of Merit Financial Advisors, explains how he built a large company and the new strategies required to maintain its momentum.
Citing a massive transfer of wealth to millennials, Rehana Nathoo, founder and CEO of Spectrum Impact, says that RIAs must have a firm grasp on impact investing.
James McDonald, CEO of Hercules Investments, is using equity index options to profit from an expected surge in volatility and market swings.
“I believe we are in a type of depression that has not yet been recognized — not a recession. And the difference between the two is seismic.”
Karen Barr, the president and CEO of the Investment Adviser Association, discusses the legislative and regulatory changes that could impact the industry.
“Private equity has evolved into an asset management business rather than an investment management business,” said Elizabeth Browne, Head of Entrepreneur & Family Office Partnerships, of RedBird Capital Partners.