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Webinar: A Woman’s Guide to Investing Now

Published 03-17-2021

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Lido Advisors will host a moderated conversation called “A Woman’s Guide to Investing Now” on Tuesday, March 30, 2021, at 12:30p PT / 3:30p ET.

Women are already crucially important in today’s financial ecosystem and their role will continue to grow and flourish. Accordingly, we are highlighting four impressive and formidable women from Lido Advisors to provide a “A Woman’s Guide to Investing Now”.

Moderator: Susan Kim, CFA, Vice President

A former investment banker of 13+ years, Susan has experience advising some of the world’s largest institutional investors and helping them weather a myriad of market conditions. She now specializes in working with high-net-worth individuals and families. Kim is a strong advocate for financial health and literacy as key components to overall wellness.

Panelists:

Alexandra Browne, Senior Managing Director

Having spent her career in the male-dominated worlds of science and finance, Browne is passionate about female mentorship and financial savvy. After beginning her career in science and healthcare, she transitioned to finance, joining a quant shop where she and her team designed and managed a hedge fund used by family offices nationwide.

Gina Sanchez, Chief Market Strategist

A regular CNBC contributor, Sanchez is recognized globally for her market prowess and knowledge across traditional, alternative, and emerging asset classes. Sanchez holds a BA in Economics from Harvard University and a MA in International Policy from Stanford University.

Jenna Glassock, Esq., Trusts and Estates Glassock is the founding attorney of Glassock Law APC, and brings expertise in estate planning, trust administration, and probate to Lido Advisors’ estate planning department. Her skill and creativity in regard to estate and business planning is only matched by her empathy for the client and her drive to create a better outcome.

Lido Advisors, LLC is an investment advisor registered with the Securities & Exchange Commission. SEC registration does not denote competence, ability, or expertise.  As an SEC-registered advisor, we are required to publicly file certain information with the SEC as well as furnish or provide you with the opportunity to obtain information about our principals, employees, products, services, and fee schedules.  Please review our Form ADV, which provides this information, at adviserinfo.sec.gov, call us at (310) 278-8232, or mail us at 1875 Century Park East, Suite 950, Los Angeles, CA 90067 for a copy of our Form ADV.

The future is uncertain and cannot be predicted.  Past performance is not indicative of future performance. These materials are provided for informational and illustrative purposes only and should not be relied upon as the basis of an investment decision. You should not construe this as investment advice or an offer to buy or sell securities.  All content herein has been obtained from sources deemed to be reliable, but is subject to unintentional errors, omissions and changes without notice, and is not warranted as to its accuracy or completeness. You should not rely on the information contained herein, and should rely solely on, and carefully read, the appropriate offering and related subscription materials relating to any specific investment before making a decision to invest.

Not all investments are suitable for all clients. Investing carries a risk of loss, including the complete loss of principal. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable or suitable for your financial situation or risk tolerance.  Any references to projected or future expected returns or risk are not guarantees, promises, or assurances that these outcomes will be achieved.  Before investing, you should seek financial advice regarding the appropriateness and suitability of the contemplated investment as not all investments are suitable for all investors.

We do not provide legal or tax advice.  Any investment has tax and legal consequences.  You should consult with a licensed professional prior to making any investment.

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