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Compilation Episode from the 2023 Morningstar Investment Conference
Manage episode 365465127 series 2892948
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This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Investment Conference, highlights from various presentations, as well as takeaways from the conversations happening in the exhibit hall.
Guests Include:
Leslie Marshall of Mesmerise Daniel Dusina of Blue Chip Partners Jamie Hopkins of Carson Group Brian Portnoy of Shaping Wealth Dr. Preston Cherry of Concurrent Financial Planning Tyrone Ross Jr. of Turnqey Labs Shana Sissel of Banríon Capital Management J. Alan Reid and Alex Thaler of Iconik
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