Venturi Virtual Events

Join us for periodic market updates, timely strategies, educational discussions and thought leadership.

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:

    • Update on the markets post-election
    • Implications for the stock market in light of an imminent vaccine
    • Q&A session
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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:

    • 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.

 

WATCH THE RECORDING

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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:

    • Update on current market trends
    • Overview of Venturi methodology for managing risk
    • Q&A session

 

WATCH A RECORDING OF THE EVENT

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The Evolving Landscape of Wealth Management
  • 2020-09-22
The University of Texas at Austin McCombs School of Business and Office of Gift and Estate Planning invite you to attend a complimentary webinar on Tuesday, Sept. 22, from 12-1 p.m., CT. Our three expert panelists will discuss the future of wealth management and provide you with key takeaways for how to apply these insights in your own work. Our conversation will explore:
    1. New challenges the industry faces and how the McCombs Wealth Management Center plans to address those challenges
    2. Industry insights from leaders in the field right here in Austin
    3. Going beyond the tax efficient transfer of financial wealth: intergenerational planning for human capital, personal legacy, and educated philanthropy
PANELISTS
    • 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
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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:

    • 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

 

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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:

    • An analysis of the statistics from an unbiased viewpoint
    • The impact of the Coronavirus on the regional economy
    • Predictions for the economic recovery

 

READ THE MODIFIED TRANSCRIPTION

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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:

    • The current estate planning environment
    • Risks to current wealth transfer plans
    • Grantor Retained Annuity Trusts
    • And so much more

 

READ THE MODIFIED TRANSCRIPTION

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