Panel Discussion: Millennials to Perennials: Diverse Perspectives on Investing with iSelect
Panel Discussion: Millennials to Perennials: Diverse Perspectives on Investing with iSelect
Kathy Lintz – Founder & Partner, Matter Family Office
Andy Daniels – Founder & CEO, Daniels Trading/Global Asset Advisors
Max Williams – Managing Director, Lagomaj Capital
Rick Imperiale – Founder & President, Uniplan Companies
Cultural influences, as well as early investment experiences, can shape a lifetime of investment behavior. We will explore unique perspectives, and better understand how different generations are managing change, especially as it relates to technology. In this lively exchange, we will also discuss how the ability to invest in early stage venture capital deals can and has changed the dynamics of succession planning. And, how the investment outlook of the digitally native generation is becoming a driving force behind the new “personalized experience” being demanded across all industries.