From the metaverse to various investments, the way forward for investing goes to look very totally different. Options have traditionally been reserved for establishments, as various asset managers focused those that may write the most important checks. However that’s now beginning to change as tech corporations look to the retail market, opening up alternatives to wealth managers, advisors and even customers.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with John O’Connell, founder and CEO of The Oasis Group about:
- The way forward for investing, particularly with regards to various investments
- How the metaverse is altering the funding panorama
- Why advisors want to remain on high of AI developments
- What different developments advisors must be watching
Join with Shannon Rosic:
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About Our Visitor:
Mr. O’Connell has greater than 30 years of management expertise in each rising companies and mature, established organizations. He began his profession designing and creating monetary purposes at Merrill Lynch and KPMG Peat Marwick. He was a member of the staff for an IPO, sale of a agency, and packaging 2 different companies on the market. He held North American management positions at Oracle for over 8 years. He was the president of a FinTech agency and held C-level customer-facing roles at two international, publicly traded corporations.
John is the Founder and Chief Govt Officer for The Oasis Group. A agency specializing in serving to wealth administration and expertise companies to resolve their most advanced challenges. The Oasis Group helps companies with expertise choice and implementation, gross sales processes and technique, and processes to draw, promote, suggest, onboard, and repair new purchasers.
John is the creator of Rise of The Activist Investor, a handbook for traders who would really like their cash to replicate their values by exercising their rights as house owners of publicly traded companies. He invented the Activist Investor Arc to explain how retail traders progress by means of totally different phases of activist investing.
John holds a Bachelor of Science diploma in Laptop Science & Arithmetic from the School of Staten Island and an MBA in Finance from Rider College.