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.
The Benefits and Pitfalls of AI
Join me with special guest, Lt. Colonel Andrew DeBerry, former Head of AI Monetization at Meta, as he shares his thoughts on artificial intelligence. We will hear about his hopes for AI, but also his fears of its rise.
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.