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Bill Hortz On Innovation

William Hortz is president and dean of the Institute for Innovation Development (IID), an educational and business development organization for members determined to grow their businesses in a world of constant change. Run as a social enterprise, the Institute is dedicated to making innovation best practices a vital cornerstone for members’ business growth. He also is founder of Strategic Account Management Solutions Inc. and previously worked for OppenheimerFunds, Countrywide Investments and Peregrine Asset Management.

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The Financial Simplicity And Effectiveness Of Bucket Planning

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Jason L. Smith of JL Smith Holistic Wealth Management discusses the process he created to simplify the complex world of financial planning for greater client engagement and results.

Investing In The Pivotal $900 Billion Compliance Carbon Market

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Luke Oliver of Krane Fund Advisors discusses the evolving carbon marketplace and the unique investment opportunities this area represents.

Exploring A Real Estate Niche In The Private Credit Markets

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Zach Murphy of Pender Capital discusses investing opportunities in the specialized private credit market.

Structured Product Solutions For Managing Capital And Risk

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Learn how to deploy structured products for portfolio investment and risk management.

Strategically Designing A Trusted Retail Investor And Advisor Community

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Brian Thorp of Wealthtender on how he designed his online platform and his thoughts on further expanding financial literacy and engagement for the financial services industry.

Designing A Generative AI Assistant For Private Markets

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Helix by HL is a new AI-powered private markets investing platform designed to help revolutionize private markets investing for retail clients.

A Nuanced Macroeconomic Approach To Investing

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Bryan Novak of Astor Investment Management discusses how he and his team keep their finger on the pulse of the economy and translate economic information into investing insights.

The Sowell Way--A Modern Turnkey Strategy For Independent Advisors

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Financial advisors desire for independence has been growing steadily and creating a very dynamic industry landscape.

The ‘Shadow' Caregiving System And Economy

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Many families and their financial advisors are unfamiliar with the evolving needs involved in short-term, extended or long-term care until it is too late.

Next Steps For Wealth Management Technology

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The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems.

Engineering Innovation By Focusing On People

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Chang Industrial founder Matthew Chang discusses his human-centered approach to deploying new technologies with a strong bias towards the future.

Building Transparency And Trust In AI Fintech

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In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success.

Using AI To Weave The Fabric Of Data And Intelligence For Fund Product Distribution

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Two industry experts discuss how AI is addressing long-standing asset management distribution challenges.

The Power Of Mindset In Scaling Your Business

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Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.

Revisiting The Mortgage Investment Corporation For Alternative Income

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Alex Leduc of Perch Capital discusses the dynamics of a MIC and how it fits into the alternative investments space.

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