HIGHLIGHTED VIRTUAL EVENT:
PagnatoKarp hosted a stimulating Private Virtual Event with Cathie Wood, CEO/CIO at ARK Invest, whose focus is solely on disruptive innovations. Cathie discussed how to invest during the pandemic crisis with real time examples.
1. How Disruptive Innovation is Changing the World
2. Top Five Industries Likely to Grow Exponentially
3. Where to Invest During the Current Pandemic Crisis
PagnatoKarp hosted a Private Virtual Event with Dr. Miles Varn, CEO of PinnacleCare, to address the current circumstances surrounding the COVID-19 pandemic as the country begins to reopen.
1. Medical Facts & Practices Learned From COVID-19
2. How to Safely Manage Reopening and Returning to Work and School
3. What’s in Store for the Future
PagnatoKarp hosted a Private Virtual Event with Jurrien Timmer, Director of Global Macro at Fidelity Family Office Services. Jurrien presented real-time market implications and actions to consider as the global economy reopens.
1. Next Phase of Economic and Financial Market Recovery
2. Key Indicators to Watch That Could Drive Stock Market Performance
3. Timely Investment Ideas to Consider
PagnatoKarp hosted a Private Virtual Event with Dr. Richard Orlando, Family Coach, to learn how your family can cope and flourish during these difficult times using intellectual, social and human capital.
1. Understanding Transition Versus Change as it Impacts Life During Quarantine
2. Engaging Your Family Through Meaningful & Productive Activities
3. Education & Planning Exercises to Help Advance Through Trying Times
PagnatoKarp hosted a Private Virtual Event with Cresset’s Jack Ablin, Chief Investment Officer and Founding Partner. Jack discussed the current economic landscape, where the recovery may be headed, and investment opportunities to consider.
1. Areas of Opportunity and Risk Across the Investment Landscape
2. Potential Paths of the Economic Recovery
3. Impact of Government Policy in Today’s Markets
PagnatoKarp hosted a Private Virtual Event with Julia B. Pirrung, President of Jet Set World Travel, and Kevin Roberts, VP of Business Development for Cranky Concierge, to learn about the travel industry’s response to COVID-19 and what the future travel experience will look like once easing begins.
1. Travelling Intelligently and Domestically
2. Commercial Air’s New Passenger Experience
3. How to Manage Travel in a Post-Coronavirus World
Barron's hosted a Next-Gen Virtual Event on "Young Investing in Turbulent Markets" with Barron's Associate Editor Jack Hough, PagnatoKarp CEO Founder Paul Pagnato, and Joe Lanza, Director of Financial Education for Barron's in Education. This informative event is aimed at helping students and the next generation learn about today’s financial markets, impacts from the virus, and constructive steps for financial planning with a eye on the future.
1. Understanding the Markets in These Frenetic Times
2. How Young Investors Should Think About Investing
3. Next Steps for Career Journeys and Financial Planning
PagnatoKarp hosted a Private Virtual Event with Robert DiMella, CFA®, Executive Managing Director of MacKay Shields. Bob will highlight historic opportunities in municipal bonds stemming from the pandemic’s effect on the markets.
1. Why High-Quality Municipal Bonds Remain “Safe” Investments
2. Review of Recent Historical Price Movements
3. Media Reporting on Municipal Bonds - Fact vs. Fiction
PagnatoKarp hosted a Private Virtual Event with Kairos Ventures featuring incredible scientific insight on the current state of COVID-19 testing and innovations that will change the paradigm for testing and therapies in the future.
1. Top Therapies and Vaccines Underway
2. Why Scientists are Focused on Hydroxychloroquine
3. How an Artificial Heart Valve Will Save Millions of Lives
PagnatoKarp hosted a Private Virtual Event with Julie Wald, Founder and Chief Wellness Officer of Namaste Wellness. Julie helps you skillfully navigate COVID-19 through Four Pillars of Wellness - Movement, Stillness, Connection and Nourishment.
1. Navigating Quarantine with Strength and Compassion
2. Cultivating Greater Health by Prioritizing Self-Care
3. Pillars of Wellness to Decrease Stress and Support Well-Being
PagnatoKarp hosted a Private Virtual Event with John Tousley, Managing Director of Strategic Advisory Solutions for Goldman Sachs Asset Management. John provided a real-time update on the current investment environment with a look towards planning for the recovery.
1. Perspectives on Global Growth
2. Event-Driven versus Structural Bear Markets
3. Opportunities within Fixed Income
PagnatoKarp hosted a Private Virtual Event with Tommy Wright, Partner Tax Services at RSM Private Client Services. Tommy outlines individual and business owner opportunities that have arisen from the CARES Act.
1. CARES Act Key Business Provisions
2. Loan Programs to Improve Cash Flow
3. Tax Credits, Payments and Filing Extensions
PagnatoKarp hosted a Private Virtual Event with Oleg Ikhelson, Director of Tax Services, and Amanda Plonski, Director of Wealth Strategy. Together, they provide a real-time update on important tax law changes, tax filing deadlines, and opportunities to help reduce income, estate, and gift taxes.
1. Key Tax Provisions from the Coronavirus Stimulus Program
2. Ways to Maximize Charitable Giving Under the CARES Act
3. Tax-Saving Strategies for Retirement Accounts and Wealth Transfer
PagnatoKarp hosted a Private Virtual Event with Jurrien Timmer, Director of Global Macro at Fidelity Family Office Services. Jurrien provided a real-time update on the current investment environment during the COVID-19 pandemic, and the risks and opportunities going forward.
1. Current Stock Market Declines in Context
2. Where We Are Now in the Economic Cycle
3. Characteristics of Market Bottoms and Recoveries
PagnatoKarp hosted a Private Virtual Event with Dr. Miles Varn, CEO at PinnacleCare, to gain transparency on the path forward during the COVID-19 pandemic. It remains vital to learn the facts about the virus, our nation’s healthcare system, and personal strategies that can positively impact the health and wellbeing of your family and the community.
1. Medical Facts and Best Practices for COVID-19
2. Our Nation’s Healthcare Capacity and Strategic Measures
3. Making Informed Choices During and After the Pandemic
PagnatoKarp hosted a Private Virtual Event with Jason DeSena Trennert, Managing Partner & Chief Investment Strategist at Strategas. His firm was voted Top Macro Research Provider in the Institutional Investor Poll for three years in a row, with ranked analysts in Economics, Portfolio Strategy, Washington Policy, Tax & Accounting, and Technical Analysis.
1. Overview of Global Economic Environment
2. Policy Response in Washington
3. Opportunities and Risks Across the Investment Landscape
WATCH NOW: CEO Founder, Paul Pagnato, presents TRANSPARENCY WAVE, followed by a lively fireside chat with #1 New York Times best-selling author, Daniel Pink. Thank you to George Mason University for hosting this virtual event!
Paul Pagnato joined Mindy Diamond, President and CEO of Diamond Consultants, on their Independence Podcast to talk about the power of TRANSPARENCY as a propellant for growth. "A unique journey, from NASA scientist to wealth advisor to entrepreneur, led Paul down an exceptional path of evolution and growth. It’s a story driven by an intense level of passion to serve clients free of conflict and with complete transparency—one that all advisors can learn from," said Mindy Diamond.
Financial literacy was a big topic at this year's Barron's Team Summit, where Paul Pagnato was a panelist for "Improving Financial Proficiency in the Next Generation of Leaders and Advisors". Moderating the lively topic was Joe Lanza, Director Financial Education for Barron's Group. Along with Pagnato, the co-panelists were Lisa Detanna from Raymond James and Tommy McBride from Merrill Lynch Wealth Management.
Paul Pagnato Prepares Students for Unprecedented Change with Transparency Wave Presentation. Author of a new book, Transparency Wave, Paul encouraged University of Georgia students to prepare for a decade of unprecedented change. The amount of change and the speed of change we will see in the coming years is unlike anything we’ve seen before. The next 10 years will bring more change than the previous 100 years combined.
A CEO's big responsibility is to steer their company into the future. To do so effectively means understanding the tremendous impact disruptive innovations are making and how that affects the path to take. This Audio Play articulates the "Top 5 Disruptive Innovations" offering keys to growth. Guest Speaker, Cathie Wood, is CEO/CIO at ARK Invest and was named a 2018 Bloomberg 50. Hear how disruptive innovations in robotics, artificial intelligence, genomics, autonomous vehicles, energy, blockchain and more are providing investors with growth opportunities in the public markets.
"Blockchain & Digital Assets: Unraveling The Value" presented by Paul Pagnato and Nathana Sharma, General Counsel at LabelBox. Three takeaways for CEO Founders: 1. Fundamental understanding of blockchain, digital assets, and cryptocurrencies; 2. Global problems that are being solved; 3. Why this will change the world’s banking system.
Podcast: Defining Transparency Episode 2 - On this week’s episode of Defining Transparency, Paul Pagnato talks with Labelbox General Counsel and Singularity University faculty member Nathana Sharma about how she uses transparency in the artificial intelligence and blockchain industries.
Podcast: Defining Transparency Episode 1 - Join host Paul Pagnato each week as he defines transparency and unlocks the secrets to navigating the Transparency Wave®. Paul interviews successful business leaders to explore the definition of transparency and to provide tools to help grow exponentially — in business and life. Prepare for a future of abundance by embracing transparency now.
At the annual shareholder meeting for CEO Founder Warren Buffet, third wealthiest person in the world, the most significant takeaway was Warren’s dialogue on TIME. “When you have more money than you can ever spend, the only thing you wish for is more time,” Buffett said. This same sentiment was echoed in the box-office smash, Avengers Endgame, as one character said, “No amount of money ever bought a second of time.”
Watch “Transparency Wave” presented by Paul Pagnato at the 2019 Exponential Finance Summit. The event was hosted by Singularity University in Cape Town, South Africa, May 29-30, 2019. Singularity University's mission is to educate, inspire and empower leaders to apply exponential technologies to address humanity's grand challenges. Summit speakers included some of the world’s foremost innovators, entrepreneurs, CEO Founders and leaders in exponential technologies, fintech, asset and risk management, funding and financial services. Watch the Event Highlights HERE.
Paul Pagnato joins the podcast 15 Minutes to Freedom with Ryan Niddel, to discuss the economic future of this country and to educate the next generation on new opportunities. Paul digs deep into transparency in the corporate world and how it aims to lead an economic boom in this country. On this lively podcast, his fascinating time as a Microbiologist with NASA is also explored.
"The Future of Outsourced Family Offices" presented by Paul Pagnato at the 2019 Forbes/SHOOK Top Advisor Summit. Forbes and SHOOK Research hosted the third annual gathering of the world’s top preeminent wealth advisors and industry leaders. This exclusive forum—convening a group that represented nearly $1 trillion of assets under management—provided the industry’s highest-level insights tailored for America’s most elite advisors.
“Longevity and Financial Well-Being” presented by Paul Pagnato at the University of Virginia’s McIntire School of Commerce through the Center for Investors and Financial Markets (CIFM). The presentation was part of a series that explores timely and relevant financial topics that complement the robust curriculum at McIntire.
George Mason University (GMU) School of Business engaged PagnatoKarp to host a four-part Wealth Management Series covering Financial Planning, Portfolio Construction, Estate Planning, Family Office, Transparency Wave and the Future of Wealth Management. PagnatoKarp educators include Paul Pagnato, Amanda Plonski, Stephen Berardi and Wayne Zell.
Florida Atlantic University (FAU) engaged PagnatoKarp to host a three-part Wealth Management Series through their Financial Analyst Program (FAP) and the FAU College of Business. The educational series was led by Paul Pagnato with educators from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project.
“The Internet and Greater Social Impact” presented by Paul Pagnato at Our People-Centered Digital Future, hosted by Constellation Research. This historic event attracted key Internet and technology pioneers, the People-Centered Internet coalition, and the next generation of positive change agents. With 50% of the world connected to the Internet, this marks an important moment for examining the “unfinished work” of the Internet and discussing community norms, human rights and social contracts required in this exponential digital era.
"Portfolio Construction: Putting Digital Asset Strategies To Work" presented by Paul Pagnato at the premier Digital Asset Strategy Summit. The summit focused on addressing the opportunities and challenges of today’s market and presented a variety of innovative disciplines and portfolio construction ideas designed for today’s forward thinking money managers.
"Alternative Investments" presented by Paul Pagnato at the 9th Annual Inside Alternatives and Asset Allocation Conference in Las Vegas. The topic addressed alternative investment opportunities that provide differentiated sources of income and returns.