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Financials

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Avoiding Financial Scams and Fraud with Robert Persichitte | R Persichitte, CFP of Delagify Financial
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Demystifying Structured Products: Insights and Strategies for Investors | Craig Novorr - President and CIO of Paragon Capital Management, Ltd.
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Gene Pal: Expert Wealth Manager and Financial Planner | Gene Pal - Wealth Advisor and Planner of Paragon Capital Management, Ltd.
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Nily Levy: Veteran Wealth Manager and Asset Protection Expert | Nily Levy - Wealth Advisor - California, Paragon Capital Management, Ltd.
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Guerry Harris: Seasoned Wealth Manager and CFP® Professional | Guerry Harris - Wealth Advisor - Texas, Paragon Capital Management, Ltd.
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Structured Notes Explained: Risk, Cost, and Fee Reduction Strategies | Craig Novorr - President and CIO of Paragon Capital Management, Ltd.
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Why Entrepreneurs Choose Paragon Capital: Wisdom, Mentorship, and Expert Management | Howard Jacobson - Founder of Paragon Capital Management, Ltd.
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From Intern to Owner: Craig Novorr's Journey to Leading Paragon Capital | Howard Jacobson - Founder of Paragon Capital Management, Ltd.
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Retirement Resilience: Navigating Crises for Financial Stability | Nestor Vargas - Founder, Financial Planner of Green Mountain Planning
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Modern Investment Strategies for Longevity | Nestor Vargas - Founder, Financial Planner of Green Mountain Planning
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The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group
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From Immigrant to Influencer: Alex Vynokur's Journey to Leading a $28 Billion Company | Alex Vynokur, CEO , BetaShares .
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A Discussion on Market Dynamics with the CEO of Aditya Birla | A. Balasubramanian, CEO , Aditya Birla Sun Life AMC Limited.
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Revolutionizing Investment Research: Take Stock While You Take a Stroll | Tan Teng Boo, CEO ,  Capital Dynamics.
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Long-term Investment Strategies Amid Trade Tensions and Economic Shifts in China | Yimei Li, CEO , China Asset Management.
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Supply Chain Resilience: Investment Opportunities in a Changing Landscape | Bill Maldonado, CEO ,  Eastspring Investments.

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