Finance and Investing

Finance and Investing

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Finance and Investing
  • Let's Talk Empower Your Financial Life to Secure Your Wealth

    This YPO exclusive session was led by Financial Literacy expert, Lisa McNeill, the founder of AVoyage, A Financial Literacy Program for individuals seeking to take control of their Wealth Management. The focus of this session was to leave attendees empowered, shedding intimidation, and ready to l...

  • Utilize YPO Opportunity Hub for Your Next Investment

    Are you looking for your next great personal Investment? Did you know, as a YPOer, you have access to one of the most powerful platforms in the world to search for private investments?

    Join us for a live session with Brian Pallas, CEO of the Opportunity Network, an exclusive and screened global ...

  • Innovation and Investment to Create a Food Secure World with Bill Aimutis

    Imagine a future where all 9+ billion of us have food on our tables, every day.
    Now try to imagine how we’ll get there.
    Food security is such a complex problem that most food industry insiders struggle to comprehend it, let alone outsiders like the media, politicians, or business leaders.
    In th...

  • Portfolio Management Essentials 3: Insider’s Guide to Private Market Investing

    Are you seeking to diversify your investment portfolio and explore new avenues for wealth creation outside the confines of the stock market?

    The Investing Network, in collaboration with the prestigious Goldman Sachs, invites you to this exclusive session designed to demystify the world of priva...

  • From Transformation to Evolution - How technology is changing finance

    Today’s banking evolution is much more profound than we realize.

    Similar to the upheaval of the music industry, where in just a few short years digital consumption forever changed the course of a physical-goods industry, financial services are experiencing a dramatic shift.

    Now the question is:...

  • Portfolio Management Essentials 2: Taxes & Investing, Before-After Business Sale

    Is there a potential liquidity event on your horizon? Are you navigating the complexities of selling your business?

    Then the Investing Network, in collaboration with the esteemed Goldman Sachs, invites you to an invaluable session designed exclusively for leaders like you.

    Join us for this YPO...

  • Portfolio Management Essentials 1: Sharpen Your Strategic Investment Strategy

    Are you ready to solidify your investment strategy?

    Then join Goldman Sachs’ Farshid Asl, global head of the strategic and quantitative asset allocation team in the Investment Strategy Group, and Jeff Goldenberg, director of portfolio strategy in the Investment Strategy Group, in this YPO-exclu...

  • How Do Private Companies Resolve Defaults and Restructure Loans?

    The days of easy access to “amend and extend” transactions and government subsidies when times get tough are over. Your ability to act urgently and deploy different liability management strategies is essential for achieving optimal short-term and long-term financing arrangements and avoiding pote...

  • How Do Private Companies Resolve Defaults and Restructure Loans?

    The days of easy access to “amend and extend” transactions and government subsidies when times get tough are over. Your ability to act urgently and deploy different liability management strategies is essential for achieving optimal short-term and long-term financing arrangements and avoiding pote...

  • Industry Insights: What’s Ahead for the Global Economy?

    An event hosted by the Investing Network in collaboration with Strategic Partnerships and Goldman Sachs

    The global economy remains in a precarious state.

    Due to ongoing geopolitical tension, an elevated recession risk, persistent inflation pressures, and uncertainty around the impact of central...

  • Innovation and Investment in Mental Health - Member Companies Showcase

    One in four people will experience a mental health condition at some point in their lives. The need for mental health care is far greater than the supply of affordable and effective solutions. The private sector can and should play a role in increasing the supply of innovations supporting those i...

  • Achieving Alpha in Africa

    Ready to discover a new way to generate alpha?

    Today, most of the asset classes and capital markets in the world are highly correlated (equities, bonds, OECD countries).

    In this state, achieving high diversification in portfolios for institutional investors, retail investors and family offices ...

  • Building and Selling an Investment Bank

    Please join Event Champion’s Chris Robichaud (YPO Cincinnati) and David McCombie lll (YPO Miami) from the Investment Banking Vertical for an insightful discussion on the opportunities and pitfalls of building and selling your own boutique investment bank.

    This is your YPO-exclusive platform to s...

  • YPO Live: Selling your Business with Confidence - Navigating Unknown Waters

    Join Tim Brown (YPO Pennsylvania) and David McCombie (YPO Miami), along with moderator Adrian Cronje (YPO Southern 7), for this special YPO Live. These experts will discuss and answer your questions on how to navigate the journey of selling your business and achieving the outcome you want and des...

  • Tax Credits and Incentives: Sustainable and Renewable Activities in Construction

    Embedded in the Inflation Reduction Act is $369 billion in climate and energy-related incentives – including tax credits and grants.

    This creates significant opportunities for US operations in construction and those who are producing or investing in renewable activities or taking steps to lower ...

  • Industry Insights: The life and times of Sam Zell

    The Investing Network and Real Estate Industry Network invite members to sit down for a virtual discussion with Dr. Peter Linneman to remember the life and times of one of the most successful Real Estate investors, Sam Zell.

    Real Estate Network Chair, Carlos Betancourt (YPO Gold Sao Paulo) is...

  • Regenerative Capitalism – Bringing the Financial System Into Service of Humanity

    Join economist, investor, and writer John Fullerton as he exposes how the current economic system, rooted in Newtonian and reductionist thinking, has led to humanity's disregard of the world's critical interdependencies. Discover his concrete vision of a new economic system based on the laws of h...

  • YPO Live Millionaire Migration with Henley & Partners

    Academic and industry experts from the leading international residence and citizenship advisory firm Henley & Partners will share exclusive private wealth migration data and unpack the latest trends and projected 2023 net inflows and outflows of US dollar millionaires across the globe.

    Key Take-...

  • Fireside Chat: Unveiling of the Y3i Partnerships

    Join this session to gain access to the three leading resources for impact investors. If you are seeking additional networks, ways to learn more, a well-vetted deal flow, or simply others to share due diligence with, this is the place for you.

    Amit Bouri, CEO of GIIN, Eric Jacobsen, Chief Purpos...

  • Fireside Chat with Deepak Puri of Deutsche Bank

    Various factors continue to test the global economy, but will the picture become clearer in the months to come? And what are the possible repercussions for investors?

    In this session, Deepak Puri, CIO, Deutsche Bank Wealth Management Americas, will explore these questions and share insights in h...

  • Web 3.0 Demystified: Metrics, Business Funders, VC Partners, Angel Investors

    The Web 3.0 Demystified series is a collaboration between the YPO Learning Committee’s Learning Advisory Panel initiative (www.ypolearninghub.org), the Technology Network, and its expert partners.

    This peer-to-peer learning series provides YPO Members unbiased and trusted information on the disr...

  • YPO Live: Dealing with Foreign Exchange Rate Volatility

    Foreign Exchange Exposure is one of the most common forms of risk faced by businesses globally. Even though it is a known risk and can lead to volatility in revenue and profitability, businesses are often not adequately equipped to manage. Many find themselves struggling to recognize the exposure...

  • Art as an Asset Class with Dr. Mark Bell

    This session will cover a topic that multiple YPO and Tiger21 groups have enjoyed. Join Dr. Mark Bell, as he discusses Art as an Asset Class. In addition to the work, he has done on this topic over the past 15 years at Emory University, Mark is a Partner and Head of Private Capital Business Advis...

  • What The Tech? Decentralized Finance

    Eager to hear what’s next in the tech pipeline? There are some major advancements happening in digital assets, and this year marks the next wave of industry-changing trends. \n Join the Technology Network for the third part of a captivat