When the panel turned its attention to discussion of various environmental, social, and governance screens for investors,… This, Barajas added, raises the threat that their investments will be more “behavioral finance” ruled by greed and fear, than rational personal planning. For example, Barajas said that for a period of about 11 years, beginning in the trough that followed the global financial crisis, “an expectation grew up that you could not lose money in the market.” People in their 20s, including those whose musical athletic or other gifts have given them money to invest, “have not experienced anything like the levels of volatility we have now.” Much of the talk was about the different generations of clients, their different experiences and expectations. Matthew Hoffman of Trusted Advisor moderated the discussion with a distinguished panel that included Louis Barajas, the co-founder and CEO of Business Management LAB Julian Schubach, VP, Wealth Management, ODI Financial and Sara Qazi, SVP, Q&M Sports and Entertainment WM Group, Raymond James. ’s managing editor, Diana Britton, hosted a webinar May 11 on how to talk to one’s clients about ESG, cryptocurrencies, and non-fungible tokens. The card grants access to all Trusted Advisor events, and also serves as a blockchain business card …… At the end of the year you’ll be able to access and download all of your certificates (we are certainly the first ones to do that!). The card is bigger than that – it serves as a blockchain record of participation, and communication between group members.įor our members that require CPE credits – we will be dropping in the certificates as NFTs into wallets. ![]() There is no need to own any cryptocurrency – in fact there is no financial aspect to the wallets or the cards at all. The cards are physical counterparts to unique blockchain-powered wallets for each Trusted Advisor member, accessed by tapping the card to a phone, or scanning the QR code. Today we are excited to launch our solid metal Trusted Advisor Membership Card. ![]() Today we are taking an exciting new step forward – to bridge between our in person events and the virtual world. ![]() Since we launched the Trusted Advisor membership 2 years ago, we’ve been dead set on creating the highest quality resources for entertainment advisors and managers.
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