Loudoun Estate Planning Council Monthly Meeting with speaker,Philip Blancato of Ladenburg Thalmann Asset Management

Loudon Estate Planning Council September Monthly Meeting with Speaker Phil Blancato

SUMMARY: The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its monthly meeting. Our presenter this month is Phil Blancato. Join us Tuesday, September 14th at River Creek Country Club in Leesburg, VA for breakfast, learning, and networking! RSVP today.

ABOUT THE PRESENTATION:
2021 Economic Update

Join Phil Blancato in an interactive discussion on the current state of the economy and Ladenburg Thalmann Asset Management’s outlook for 2021 and beyond. The discussion with specifically highlight:

The effect of COVID 19 on the economy and markets
Inflation and the U.S. consumer
Mitigating portfolio risk through diversification

ABOUT THE PRESENTER:
Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as President of Ladenburg Thalmann Capital Agency and Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors, Inc., Premier Trust, and Securities America, Inc.

Philip is a thirty-two-year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Prior to joining Ladenburg Thalmann, Philip worked for PowellJohnson as the Managing Director of Advisory Services where he directed the creation and implementation of a suite of fee-based platforms. Philip also worked for Prudential Securities beginning in 1990 where he held various positions within the Investment Management Services division. In 1996 he assumed the role of First Vice President and Director of Portfolio Management Programs. His primary function was to develop and improve upon the positioning and functionality of discretionary fee-based programs. During Philip’s tenure the Portfolio Management division, it became one of the most successful divisions within Prudential Securities with assets in excess of $16 billion. In 1990 Philip received a Bachelor of Science in Finance from Kean University and in 1998 a Marketing Continuing Education degree from New York University. In 2003 he became an Accredited Investment Fiduciary, and in 2005 he completed the Securities Industry Association accredited program at Wharton Business School. Philip has been quoted in the Wall Street Journal, appeared on CNBC, and often speaks at industry conferences on topics such as investment management, portfolio risks and diversification, and alternative investments.

Signature Events

Annual Meeting & Community Leadership Awards

The Loudoun Chamber celebrated its 55th Annual Meeting & Community Leadership Awards on Friday, January 20, 2023 at The National Conference Center. We honored top community leaders as well as celebrate the success of the 2022 Board of Directors Chair, Shawn Mitchell, owner of Modern Mechanical. We will also welcomed in our 2023 Board and the new Chair Carol Barbe, owner of Backflow Technology.

The 2023 Community Leadership Award winners in each category had the opportunity to select one nonprofit organization to receive a $1,000 grant, thanks to the generosity of the Community Foundation for Loudoun and Northern Fauquier Counties. Stay tuned for more information about the 2024 Annual Meeting. 2023 Event Photos

 

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Chamber Classic

On Monday, August 15, 2022, the 40th Annual Chamber Classic was held at The Club at Creighton Farms. This event has been Loudoun County’s premier business golf tournament for four decades. The Chamber Classic offers our sponsors tremendous marketing exposure, and an incomparable day of golf on this Jack Nicklaus designed course. If your company’s target market includes senior level executives and business owners who have a passion for the game of golf, we invite you to consider a 2023 Sponsorship. Stay tuned for more information and pricing.

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Small Business Awards

For 28 years, the Loudoun Small Business Awards have been the most prestigious honors celebrating the best small businesses, entrepreneurs and nonprofit organizations in our Loudoun community. We hope you will join us to congratulate finalists and winners in 9 categories, including the top prize, at the 2022 Small Business of the Year. Winners are announced in front of a live audience of Loudoun’s top business and community leaders. This event will take place on Friday, November 4th at the Westfields Marriott Washington Dulles.     View Photos / View 2021 Finalists & Winners

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Valor Awards

 

This Spring, the Chamber will honor the Loudoun Chamber will honor first responders, our community’s real-life heroes, and several truly heroic citizens, for their courageous, often lifesaving actions at the 38th Annual Loudoun County Valor Awards. Stay tuned for the 2023 event date!

Click to view the 2022 Event PhotosClick to view the 2022 Valor Awards Program Book

 

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