Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

Time: 2 PM ET | 11 AM PT

CFP & Investments & Wealth Institute CE Credit: Pending

Sponsored by:

The election of Donald Trump has ignited significant market activity, with Bitcoin reaching record highs and equities climbing to new peaks. Investor optimism stems from the president-elect’s pro-business stance, including promises of tax cuts, deregulation and support for the crypto sector. However, proposed tariff policies raise significant concerns about potential inflation and economic stability during his second term.

Join our panel of investment experts as they analyze these developments and share actionable strategies for navigating the post-election market landscape. By attending this webcast, you’ll gain valuable insights needed to position portfolios effectively for 2025 and help clients capitalize on emerging opportunities.

In this timely webcast you’ll learn:

● The opportunities and risks in technology/AI, cryptocurrencies and traditional 60/40 portfolios, in light of Trump’s policies and anticipated regulatory shifts.

● The Trump administration’s likely influence on the investment landscape, including tax reform, trade policies and Federal Reserve dynamics.

● Strategic portfolio approaches and ETF opportunities in this evolving market environment.

Featured Speakers:

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor
Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

Stephanie Link | Chief Investment Strategist and Portfolio Manager | Hightower Advisors
Stephanie Link is the Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager at Hightower Advisors, a national wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. As Chief Investment Strategist, Ms. Link runs multiple equity strategies within the Investment Solutions group and often works with Hightower’s advisory businesses, and their clients to help them navigate the economy and markets. The Investment Solutions team at Hightower offers a variety of solutions in equities, fixed income, and private markets. This division currently has $5.4B in assets under management as of November 13, 2024.

Ryan Detrick | CMT - Chief Market Strategist |Carson Group
As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success.

Tim Holland | CFA - Chief Investment Officer | Orion
Tim Holland is the Chief Investment Officer at Orion, where he leads the Investments team for Orion Wealth Management, including Brinker Capital, Orion OCIO and Orion Portfolio Solutions. Previously, Tim served as Chief Investment Officer – OCIO, where he consulted with Orion’s largest customers growing their firms through Orion’s OCIO services. Tim joined Brinker Capital in 2017 as Global Investment Strategist and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. He has over 24 years of investment experience.

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