The Serious Investor: Spring 2013
Market Overview and Outlook: Equity Markets Continue Their Gains Despite Global Uncertainties — additional news and content also available, including an article by our strategic partners at Bridgewater Wealth and Financial Management on the insecurity of Social Security and its impact on your retirement planning. Plus, a Senior Advisor to LVW, Dr. Vikram Mansharamani, shares the gems he gained in a recent visit with the Oracle of Omaha – Warren Buffett.
Investing in an Uncertain World
Lori Van Dusen recently spoke at the Four Seasons in Washington, D.C. on the topic of “Investing in an Uncertain World.” The presentation includes a review of the recent investment landscape as well as current market valuations and opportunities.
The Serious Investor: Winter 2013
Market Overview and Outlook: Looking Back and Moving Forward — Additional news and content also now available, including a timely update from our strategic partner from Bridgewater Wealth & Financial Management on the tax “resolution” in Washington and from Vikram Mansharamani, our Senior Advisor, on the implications of the Chinese economic slowdown.
Ben Bernanke – The Economic Club of New York
November 20, 2012
Lori Van Dusen attended an event to honor Chairman of the Board of Governors of the Federal Reserve System Ben Bernanke at The Economic Club of New York on November 20th, 2012. The biggest takeaway from the Chairman is that the Fed does not have tools to get the economy out of the hole that the fiscal cliff would cause and there has to be a deal before year end. He reiterated his position that the Fed will keep interest rates where they are until 2015; although the cost benefit of bringing them to zero is not favorable and has been the subject of much debate.
MARCH 12, 2013 | Barron’s Summit Recap March 2012 Event
In March 2012, Lori Van Dusen presented the topic “Assessing the Macroeconomic Climate & Advising Clients” at the Barron’s Top Independent Advisors Summit. See what advice LVW Advisors was giving a year ago and how it has unfolded.
FEBRUARY 11, 2013 | Rochester Rockstars
Lori Van Dusen named an official Rochester Rockstar
JANUARY 19, 2013 | Barron’s – A Bravura Performance
Lori Van Dusen sat with Barron’s staff writer Alexander Eule to discuss her views on the current market, investment strategies and composition of a typical portfolio.
July 9, 2012 | LVW Advisors Forms Strategic Partnership with Bridgewater Wealth & Financial Management
Rochester, N.Y., July 9, 2012 – LVW Advisors is pleased to announce that it has formed a strategic partnership with Bridgewater Wealth & Financial Management to provide clients with an even broader array of comprehensive financial management services, seamlessly integrating CIO and CFO offerings as part of LVW’s proven platform.
Articles of Interest
April 22, 2013 – Truth vs. Ignorance-The Impactful Investment Manager of Tomorrow
No matter what the decision to be made, the solution will almost assuredly be better if the decision is based on truth (knowledge) rather than ignorance. This is certainly true for investment decisions, in part because their consequences have a direct impact on the economic options for the ultimate beneficiary. We thought you may find this article of interest.
FEBRUARY 20, 2013 Thoughts from the Frontline – Whatever It Takes
John Mauldin often has a unique perspective on world events and the economy. In his most recent article on events in Europe he comments on observations he made first hand and brings up some interesting points regarding the ongoing debt crisis in Europe. We thought you may find this article of interest.
JANUARY 24, 2013 | Is China’s Fast-Growing Economy Headed for a Crash?
Will the Chinese economy continue its torrid pace of growth and overtake the U.S.’s top status? Or is it a bubble destined to burst, taking the world economy down with it? Paul Solman interviews a highly-respected China “bull” and a prominent China “bear” as part of his ongoing Making Sen$e project.
JUNE 2 – 4, 2013 |
Private Wealth Management Summit
Lori Van Dusen will be speaking at the Private Wealth Management Summit in Atlanta, GA. The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.
Ritz Carlton, Buckhead
MAY 7 – 10, 2013 |
Lori Van Dusen returned this week from the SkyBridge Alternatives (SALT) conference in Las Vegas. The SkyBridge Alternatives (SALT) Conference facilitates balanced discussions and debates on macro-economic trends, geo-political events and alternative investment opportunities within the context of a dynamic global economy. With over 1,800 thought leaders, business professionals, hedge fund managers and investors from over 26 countries and 6 continents, the SALT Conference provided an unmatched opportunity for LVW as well as attendees around the world to connect with global leaders and network with industry peers. The speakers that participated at this event can be found by clicking on this link – http://www.saltconference.com/speakers.html.
MARCH 6 – 8, 2013 |
Barron’s Winner’s Circle Top Independent Advisors of 2012
Lori Van Dusen spoke at Barron’s elite gathering of the nation’s pre-eminent independent advisors – the “Top 100 Independent Financial Advisors”—honored in Barron’s August 27, 2012 issue. She was joined by a select group of 400 additional advisors representing the elite level of performers selected by the major custodial firms.
Ritz-Carlton Grande Lakes