Sanctuary Wealth’s First Annual Investment Management Symposium

Our inaugural Investment Management Symposium (#IMS2023) in Orlando is off and running with an energetic welcome from Sanctuary Wealth executives Robert Walter, President, and Rich Williams, Managing Director, Head of Advisor Solutions Group, encouraging #partnerfirms to lean on our team and our product expertise to help grow their practice.

Franklin Templeton’s Tony Davidow delivered a keynote that reinforced why alternative investments are a “must” have in portfolios and Patrick McGowan discussed how embracing private markets will provide a competitive edge for Sanctuary’s #partnerfirms. Anya Coverman, President and CEO of the Institute for Portfolio Alternatives (IPA) and Troy Gayeski, Chief Market Strategist at FS Investment, also delivered insights on the role of alternatives in #investment strategies among other insightful participants.

We heard from Spencer Carlson at Chappell Wealth, Kevin McCurdy at Cooke Financial and Andrew Miller at Mercer Wealth Management on how they implement model portfolios and alternatives in their practice to achieve business growth.

Sanctuary’s Chief Investment Strategist Mary Ann Bartels moderated an economic and geopolitical panel focusing on finding investment opportunities domestically and abroad.

All these insights and best practices along with CE opportunities were exclusively offered to #IMS2023 participants.

Read more here!