Venturi Events
Join us for periodic market updates, timely strategies, educational discussions and thought leadership.
Venturi Women’s Book Club
- 2022-05-18
- | 9:00AM CT
- | Austin, TX
Join us for a women’s book club! For Q2 2022 we will be reading Thinking in Bets by Annie Duke. Austin area book club members will connect for coffee on May 18th at 9:00AM to discuss the book.
Venturi Charity Shoot
- 2022-05-12
- | 2:00PM
- | Hog Heaven Sporting Club | Dripping Springs, TX
Join Venturi for our fourth annual Venturi Charity Shoot benefitting Honor Flight Austin, an esteemed organization that has successfully taken over 2,000 veterans to our nation’s capital to visit memorial built in their honor. The event will take place on May 12th at Hog Heaven Sporting Club in Dripping Springs, TX. Register today to join the fun and raise money for a great cause!
January 2022 Market Update
- 2022-01-14
- | 10:00 AM CT
- | Virtual
Join the Venturi Investment Team on January 14th at 10:00AM CT for a quarterly market update. This virtual event will cover topics such as:
- Will the Fed’s tapering policy “take away the punchbowl”?
- What are the implications for stock and bond markets in the event of rising inflation and/or interest rates?
- Will China’s issues impact the global economy in a meaningful way?
Empower Yourself to Invest with Greater Confidence | Second Event
- 2021-11-04
- | 2:30 PM CT
- | Virtual
Venturi Private Wealth is hosting two virtual events in 2021 to empower women to sit with confidence at the table. It’s not about forcing yourself to learn a list of technical financial concepts, but rather leaning into your unique strengths, refining goals and aligning a little more each day with the values that are most important to you.
Fall 2021 Market Update
- 2021-10-22
- | 10:00 AM CT
- | Virtual
Join the Venturi Investment Team on October 22nd at 10:00AM CT for a panel style virtual event covering some of the most frequently asked questions. Topics of discussion will include:
- Is higher inflation likely to be transitory or permanent?
- What are the likely impacts of Evergrande and China in general on the world economy?
- Is there any visibility into supply disruptions (such as chip shortage) tapering or ending?
Is the “Tax Tail” Wagging the Dog?
- 2021-09-01
- | 10:00 AM CT
- | Virtual
Are you planning a substantial transfer of wealth this year? You’re not alone! Due to anticipated changes in United States tax law, many affluent Americans are considering the option to transfer considerable amounts of family wealth into the hands of their beneficiaries in order to maximize the current lifetime exemption from federal gift or estate tax.
However, does the timing of this transfer of wealth make sense from both a technical and non-technical planning standpoint for your family at this time?
Join Venturi and keynote speaker, Rich Orlando, at 10:00 AM CST on September 1st to:
- Gain the most up to date information regarding actual or potential tax law changes.
- Gain an approach to consider the impact the wealth transfer could have on your rising generation.
- Gain some best practices on how to communicate to your rising generation about the wealth transfer that will take place
Empower Yourself to Invest with Greater Confidence
- 2021-06-10
- | Virtual
Venturi Private Wealth is hosting two virtual events in 2021 to empower women to sit with confidence at the table. It’s not about forcing yourself to learn a list of technical financial concepts, but rather leaning into your unique strengths, refining goals and aligning a little more each day with the values that are most important to you.
Planning Your Estate Amidst Tax Uncertainty
- 2021-06-04
- | Virtual
High net worth individuals find themselves bracing for impact as Washington’s proposals for substantial tax law changes are looming, including provisions that could dramatically alter the estate planning landscape.
Mark your calendars for our next virtual event! Venturi’s Wealth Strategist team, featuring Stephanie Allen, and special guest Attorney Doug Paul of McGinnis Lochridge LLP on Friday, June 4th at 10:00 AM (CST) for a discussion about the current proposals, their potential impact, and some techniques to consider amidst the uncertainty.
Venturi Charity Shoot
- 2021-05-13
- | Hog Heaven Sporting Club | Dripping Springs, TX
Join Venturi for their third annual Charity Shoot benefitting Honor Flight Austin, www.honorflightaustin.com.
Rates, Inflation and Stocks featuring Jeremy Siegel
- 2021-04-09
Join Venturi and special guest, Jeremy Siegel, at 10:00 AM CST on Friday, April 9th to discuss:
- Takeaways from recent conversations with Fed President Bullard
- What happens when stimulus ends?
- Are rising interest rates imminent?
A Unique Perspective on the Future of Texas and Oklahoma
- 2021-03-19
Join Venturi and special guest, highly acclaimed economist Dr. Angelos Angelou, at 10:00 AM CST on Friday, March 19th to learn about:
- How the pandemic is impacting our regional economy
- A post-pandemic economic forecast
- Why Angelos thinks Austin will be the highest growth Tech City in the U.S. for the next 20 years
November Market Update
- 2020-11-20
Join the Investment Team at Venturi Private Wealth for a November Market Update on Friday, November 20th at 10:00AM CT. The virtual event will provide:
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- Update on the markets post-election
- Implications for the stock market in light of an imminent vaccine
- Q&A session
The Changing Role of Government
- 2020-10-30
Join Venturi and special guest, Alejandra Grindal from Ned Davis Research, at 10:00AM CT on Friday, October 30th to discuss:
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- The effects of governments all over the world engaging in massive stimulus to combat the destruction of the global pandemic.
- What are the consequences of this surge in spending? Should we be worried?
- What can we expect going forward, knowing that the underlying cause of the flood of both fiscal and monetary stimulus goes well beyond the pandemic.
October Market Update
- 2020-10-16
Join the Investment Team at Venturi Private Wealth for an October Market Update on Friday, October 16th at 10:00AM CT. The virtual event will provide:
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- Update on current market trends
- Overview of Venturi methodology for managing risk
- Q&A session
The Evolving Landscape of Wealth Management
- 2020-09-22
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- New challenges the industry faces and how the McCombs Wealth Management Center plans to address those challenges
- Industry insights from leaders in the field right here in Austin
- Going beyond the tax efficient transfer of financial wealth: intergenerational planning for human capital, personal legacy, and educated philanthropy
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- Dr. Ramesh K. S. Rao – UT Austin McCombs School of Business
- Russell W. Norwood, CIMA, CFP – Venturi Private Wealth
- Rhonda H. Brink, JD – Brink & Bennett
Election Update: What Investors Can Expect for 2020 and Beyond
- 2020-09-11
Join Venturi and special guest, Scott Orr, at 10:00 CST on Friday, September 11th to learn about:
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- An analysis of the current political climate in Washington
- Key congressional races to watch
- Expectations for future control of Congress and the White House
- Recent and proposed regulatory and legislative activity and how that impacts investors and the financial markets
Looking Beyond Coronavirus, The Post-COVID Economy
- 2020-06-12
Join Venturi and special guest, highly acclaimed economist Angelos Angelous, at 1:00 PM CST on Friday, June 12th to learn about:
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- An analysis of the statistics from an unbiased viewpoint
- The impact of the Coronavirus on the regional economy
- Predictions for the economic recovery
Timely Wealth Transfer Strategies
- 2020-05-21
Are you worried about how the outcome of the election might impact wealth transfers? Have you thought about estate planning in our current environment? Tune in at 10:00 AM CST on Thursday, May 21st to learn about:
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- The current estate planning environment
- Risks to current wealth transfer plans
- Grantor Retained Annuity Trusts
- And so much more