Lori Van Dusen, CIMA®, CEO and Founder of LVW Advisors, was a panelist on US Institute/Institutional Investor’s CEO Roundtable webinar titled, “How are Investors Looking at the Post-COVID World” on July 22. Lori and fellow panelists, Paul Colonna, President and CIO at Lockheed Martin, and Carl Gagnon, AVP, Global Financial Wellbeing & Retirement Programs at Unum, discussed alternative investments and private credit, what they expect from managers in today’s market, and their thoughts on ESG investing.
Below is a 10-minute segment with webinar moderator, Jason Schwarz, Chief Operating Officer, Wilshire Associates, where Lori shares how the team at LVW has been managing both the business and client portfolios, including interacting with fund managers, since the onset of the COVID pandemic.
Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor. Past performance is no guarantee of future results.