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LVW Advisors Founder and CEO Lori Van Dusen, CIMA®, delivered a keynote address at this year’s World Strategic Forum, hosted by the International Economic Forum of the Americas – a global gathering of leaders in economics, policy, and innovation. In her remarks, Lori discussed how uncertainty has long been a defining force in both markets and life. She drew on decades of experience to underscore the role of resilience, pattern recognition and intelligent risk-taking in long-term wealth management. She also emphasized that purpose and values are inseparable from financial decision-making and shared personal and professional lessons that continue to shape her approach to guiding families and institutions.
Watch Lori’s keynote (starting at 4:19) >
