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 is excited to celebrate it’s Annual Meeting & Community Leadership Awards on March 3, 2022. We will honor top business and community leaders and celebrate the success of the Chamber’s 2021 Board of Directors Chair, Stacey Metcalfe, Morven Park, and welcome in our 2022 Board.  View 2022 Finalists

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Chamber Classic

The 40th Annual Chamber Classic has been Loudoun County’s premier business golf tournament for nearly four decades. Held at The Club at Creighton Farms, 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 an Annual Chamber Classic sponsorship.

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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 in the Fall, date TBD.     View Photos / View 2021 Finalists & Winners

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Valor Awards

The Loudoun Chamber will honor our community’s real life heroes on April 1, 2022, including several truly heroic citizens, for their courageous, often lifesaving actions, at the 37th Annual Loudoun County Valor Awards. Loudoun’s top business and community leaders will join us for this proud Chamber tradition, and demonstrate their respect and appreciation for these dedicated public servants and their selfless acts of heroism and service.

 

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