July 2021 Chapter Webinar

Current Market Outlook

Satirday July 10, 2021 10:00 AM to 11:30 — access instructions are posted below

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. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason in providing unbiased and integrated solutions in a fragmented financial services industry. Lori is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness, and the fine arts. Lori began her career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. Having a natural penchant for the investment industry, by 2004, she had achieved the title of Managing Director. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group in 2008, 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. A recipient of numerous accolades, Lori was most recently named to Barron’s Financial Advisor Hall of Fame, which recognizes advisors who have appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Additionally, Lori was ranked #2 in Forbes 2021 Best-In-State Wealth Advisors list. Lori has also been ranked #66 in Forbes 2020 and 2019 Top Wealth Advisors lists and #5 by Forbes in the 2021, 2020 and 2019 Top Women Wealth Advisors lists. In light of her astute business acumen and numerous philanthropic endeavors, Lori is a highly sought out speaker and is frequently featured in premier investment publications, the most recent being Barron’s and Forbes. Lori also sits on the Advisory Board for Institutional Investor’s RIA Institute. Ms. Van Dusen was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management AnalystSM designation, administered by the Investments and Wealth Institute® (formerly IMCA) in conjunction with The Wharton School. Lori received her undergraduate degree from Ithaca College and a Master of Education from Harvard University. A native of Rochester, New York, Lori is a long distance runner and an avid yogi, and enjoys decorating and savoring the area’s local music scene. She regularly cooks and hosts large Italian meals for her family and friends.

Presentation

We’re living through a period of profound optimism with almost a dozen years of consistently strong stock market returns. Investors should be prepared for market returns to look quite different over the next 10 years than they have over the past 10, or even over the past 40. Join LVW Advisors CEO and Founder, Lori Van Dusen, as she explores the investment discipline focused on valuation, growth, and liquidity.

In her Market Outlook presentation, Lori will focus on:

o Whether inflation is transitory or not and how it could impact investing
o How monetary intervention will continue to affect the market
o An overall market overview that includes opportunities and pitfalls 

For more information, please contact Kate Burt, Marketing Associate, LVW Advisors [email protected]

Here is the direct link to the webinar: Click