Daniel R. Catone’s forward-thinking business mind and entrepreneurial spirit speaks to the new breed of investors and focuses on the changing face of the wealth industry. With his diverse background, you’ll be introduced to the transformation of the changing economy and how financial professionals are facing these challenges. Along with him, you will examine the industry with a microscope and find opportunities and learn best practices.
WisdomTree Global CIO, Jeremy Schwartz, shares his insights on finance, current opportunities and hidden risk
Join me with special guest, Jeremy Schwartz, Global CIO of WisdomTree to discuss investment strategies, the S&P 500, and more market insights.
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.