Unlock the Power of Alternatives: Separate Your Practice from Your Peers

Join our 50-minute webinar on Wednesday, June 21 as we delve into the world of alternative investments! Special guests Howard Lindzon, Sylvia Kwan, and Meb Faber will give you their expert insight into discovering how alternative investments can enhance portfolio diversification, generate exceptional returns, and meet the diverse needs of your clients.

In this webinar, you will:

  • Explore the benefits, risks, and crucial role of alternative investments in modern investment management.
  • Gain invaluable insights into the potential for exceptional returns that alternative investments can provide for your clients’ portfolios.
  • Unleash new dimensions of portfolio diversification, reducing risk and enhancing long-term performance.

Featuring special guests:

Howard Lindzon, co-founder and managing partner of Social Leverage, early-stage seed investment fund. He has a proven track record of successful early-stage seed investments, including the Gripp, a stress squeeze ball that landed in the QVC hall-of-fame due to its success. Lindzon was the first investor in Robinhood, a transformative investment platform that became a 9-figure winner for him. In addition to his investments, Lindzon co-founded the social network Stocktwits, which boasts over 6 million monthly unique visitors and pioneered the “cashtag” (e.g., $AAPL). He is the host of the popular podcast “Panic With Friends.” and has authored several books, showcasing his expertise in financial trends and alternative investments.

Sylvia Kwan, CIO at Ellevest, has three decades of experience in the industry and brings a wealth of knowledge and experience to the webinar. The investment processes she’s built at Ellevest were named #1 in retirement planning and ESG investing by Nerdwallet. Her experience spans a wide spectrum — from working with Fortune 500 institutions and high net worth families, to people investing their first dollar. Her ability to blend technological insights with financial strategies makes her a trusted authority in the field of alternative investments.

Meb Faber is the CIO of Cambria Investment Management, an independent, privately owned investment advisory firm focused on quantitative asset management and alternative investments. Meb has written numerous white papers and authored six books. He routinely publishes research on his blog,, and is now 552 episodes into his popular podcast, “The Meb Faber Show.” His groundbreaking research paper “A Quantitative Approach to Tactical Asset Allocation” has been downloaded more than 261,039 times, ranking it the second most downloaded paper in SSRN history. He has been featured in Bloomberg Businessweek, CNBC, The New York Times, The Wall Street Journal, The New Yorker, and Vanity Fair.

Date: Wednesday, June 21
Time: 12pm PT / 3pm ET
Platform: Zoom
CE Credits: CFP® Professionals and IWI designation holders are eligible for 1 CE credit.

To register for the webinar, click here. Can’t attend? Register anyway to receive a recording of the webinar.

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