August 2019 Chapter Meeting

Is It Different This Time?

Lori Van Dusen, CIMA
Co-Founder, CEO & Co-CIO, LVW Advisors

519 Church & Conference Center
1100 Perimeter Park Dr #118, Morrisville, NC 27560

Saturday, August 10, 2019 at 10:00AM
$5 at the door for everyone. No advanced reservations.

Paging through any of the financial press offerings it seems there is always commentary on the current long-running bull market, the essence of which asks the question—are we overdue for a change? The optimists agree that, yes, the bull market is “long in the tooth,” but fundamentals are still strong. Realists, bears and pessimists also agree, yes, and it is only a matter of time before a triggering event sparks a reversal. Who to believe? What is the serious investor to do? Can a robust portfolio be assembled so that regardless of what transpires the serious investor will be well off, relatively speaking? What might that portfolio look like?

Attend This Meeting and Learn

  • Whether there is a preponderance of evidence that suggests a particular scenario (say, a decline) over another (say, the bull runs on)
  • If investors can assemble a robust portfolio that fortifies them against a major decline
  • Can this same robust portfolio continue participation in the bull run should that scenario prevail?

About our Speaker

Lori Van Dusen, CIMA, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. 

Lori began her career in 1987 with Lehman Brothers. By 2004, she was named Managing Director with Citigroup Smith Barney. In 2008 she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group , where she also served on the firm’s Executive and Investment Committees, managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011.

Lori was most recently ranked in the top five by Forbes in both the 2019 Top Women Wealth Advisors and the 2019 Best-In-State Wealth Advisors lists. In 2018, Lori was ranked #21 on Barron’s Top 100 Independent Wealth Advisors list. Lori has been ranked fifth in Barron’s 2018 Top Women Financial Advisors.  In 2018, she was also ranked and profiled in Forbes edition of Top Wealth Advisors.

Discover more from American Association of Individual Investors, Research Triangle Chapter

Subscribe to get the latest posts sent to your email.