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Compilation Episode from the Morningstar Investment Conference 2022

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Manage episode 333389061 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features:

- Shawna Ohm, Founder of Content 151

- Katryna Deligiannis, Senior Social Media Manager at Morningstar

- Aleksandr Spencer, CFA, Chief Investment Officer at Bogart Wealth

- Tom Lydon, Vice Chairman at VettaFi

- Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and BrightPlan

- Alison Susko, Director of Partnerships at Asset-Map

- Liv Gagnon, Co-Founder of Choir

- Roger Wohlner, Founder of RLW Associates

- Katie Braden, CFP®, Founder of Innovating Advice

  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 333389061 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features:

- Shawna Ohm, Founder of Content 151

- Katryna Deligiannis, Senior Social Media Manager at Morningstar

- Aleksandr Spencer, CFA, Chief Investment Officer at Bogart Wealth

- Tom Lydon, Vice Chairman at VettaFi

- Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and BrightPlan

- Alison Susko, Director of Partnerships at Asset-Map

- Liv Gagnon, Co-Founder of Choir

- Roger Wohlner, Founder of RLW Associates

- Katie Braden, CFP®, Founder of Innovating Advice

  continue reading

71 episodes

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