Investing Webinars

Join us for an upcoming presentation about Alumni Ventures’ Foundation Fund. The discussion will be led by Chief Investment Officer Mark Edwards and Deputy CIO Andy Ervin.During the session, we will discuss:• The goal and structure of the fund• The value of the Alumni Ventures' model• The benefits of diversifying into venture capital• The minimum requirements needed to invest in the fundAbout your presenters:Mark D. Edwards, Chief Investment OfficerMark Edwards is the Chief Investment Officer at Alumni Ventures. A seasoned private equity executive who was an early investor in AV, Mark has served on the investment committees of Green D Ventures and Spike Ventures since inception. Mark has over 20 years of direct investing experience, having served in leadership roles at Five Peaks Capital Management, JLL Partners (~$4B of capital under management), and DLJ Merchant Banking Partners (~$10B of capital under management). He holds an AB with honors from Stanford University and an MBA with distinction from Tuck (Tuck Scholar).Andy Ervin, Deputy Chief Investment OfficerAndy is Deputy Chief Investment Officer at Alumni Ventures, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group and began his career as an actuary at the Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.

Join us on Saturday, July 13, 2024, for a free estate planning webinar with Natalie Spiwak, President of Affinity Trusts. Natalie will speak to the importance of establishing a plan and how to get started. At this informative session Members will learn:Why a Living Trust is so important for homeowners;What is the difference between a Living Trust and a Will;How to avoid the costly, public and time consuming probate process;How to plan for incapacity, protect your family and your assets.How to safeguard minor children and special-needs dependents.

Presented by Mr Andrew Reilly.Pension Analyst, Social Policy Division, Directorate for Employment, Labour and Social Affairs, OECDPension systems have had to continually evolve since they were introduced. Initially they were commonly available only to government workers or they were intended to provide income only for a very short period of time. As life expectancy has improved significantly over the last century pensions now need to cover over 20 years in retirement on average. Financial crises and global recessions have all had an impact in recent decades. Now, we are faced with continued population ageing, with Asian countries being particularly affected. Social protection schemes are facing a major challenge with population ageing – pension systems are being squeezed from two directions, as rising life expectancy typically means more aggregate expenditure on pensions, and lower fertility means fewer working-age people to pay contributions. It is also expected to increase spending in the health and the long-term care system and add to unpaid work obligations, threatening gender equality. While immigration can slow down the shrinkage of the working age population, migration at levels necessary to meaningfully counteract the trend might not be politically palpable. What can be done to ensure both adequate and sustainable pension systems globally and for Singapore specifically?

Which investment vehicles have the potential to make the best ETFs? Hear from the ETF community about the various products that can convert to an ETF, as well as the ins and outs of the conversion process.We’ll also discuss the possible impacts of the multi-share class proposals to allow ETF share classes of mutual funds, as well as mutual fund share classes of ETFs.

Ryan Mahon, TAMIM’s Global Mobility Fund Portfolio Manager, will talk about electric and autonomous vehicles, and the impact of Chat GPT, Nvidia, and Artificial Intelligence on transportation.Key Discussion Points: > US and Global Stimulus (CHIPS Act) > Our Investment Philosophy > Global Equities on our Radar > Q&A Session Can’t Attend Live? No problem! Register anyway, and we'll send you a link to watch the recording at your convenience.

Our upcoming webinar, CalABLE and Social Security, will have guest presenters from the Social Security Administration to answer frequently asked questions. Included in the webinar will be:CalABLE Basics SSI, SSDI, and CalABLE Social Security ResourcesThe webinar will conclude with a Q&A session to give participants an opportunity to ask additional questions. If you are new to CalABLE and would like to explore the basics of the program, please visit our YouTube channel for replays of some of our earlier webinars that discuss the fundamentals of CalABLE.

Banks are sitting on a treasure trove of data, their customers’ transactions. Yet most banks are neglecting to tap into this asset to drive customer engagement, increase customer lifetime value, and amplify business impact. In this webinar, Personetics and banking leaders will share practical and actionable insights to unlock potential hidden revenue streams and drive customer satisfaction. What you will gain by attending: Learn how to utilize customers’ financial data to boost engagement and drive business impact Actionable strategies to enhance productivity and amplify cross-selling with data-driven financial insights Practical examples and case studies of how to monetize transaction data. Panellists: Colin Dinn, Chief Transformation Officer, Vietcombank; Nauman Bashir, Head of Digital & Customer Value Management, Standard Chartered Bank; Mukesh Pilania, EVP-Head of Digital Banking Leader of Retail Payment, MFTTechcombank; Dorel Blitz, VP, Strategy & Business Development, Personetics

Join us for an insightful webinar featuring Michael Townsend, Washington-based political analyst for Charles Schwab. We will discuss the upcoming election, global events, and policy implications. Gain valuable insights and perspectives on the evolving political landscape without bias or partisanship.Disclosure:Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability.The content contained herein is intended for educational and informational purposes only. All expressions of opinion reflect the judgment of the speaker as of the date of publication and are subject to change. The adviser does not endeavor to update or remove prior content after initial publication. Commentary should not be regarded as a complete analysis of the subjects discussed. No viewer should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Marcum Wealth, LLC, or from any other investment adviser. Viewers should not use the content herein as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced in this material.

Join us for a webinar hosted by Martin Tobias, where he will share his personal experience and lessons learned from high-risk investing. Discover how he managed to overcome losses and still achieve success. This webinar is a must-attend for anyone interested in investing and risk management.

The topic of ‘pre-hedging’ has been raided many times since the ASIC letter to the CEOs of intermediaries was published. We will look into the options for executing trades which are designed for efficiency, dependable outcomes and best price. This involves working with the intermediaries to use a clear strategy.Speakers: John Feeney – Director, Martialis Consulting