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December 8th | 12 PM – 1:00 PM (CDT)

Join us for a virtual panel discussion with representatives from investment firms.

During this webinar, we will uncover insights into the following topics:

  • Outlook for equity, fixed income, and real estate markets for 2023
  • Effects of Inflation and interest rates
  • Historical perspective of the markets

Panelists:


Walt Czaicki, CFA
Senior Investment Strategist – Equities
AllianceBernstein

Walt Czaicki serves as a Senior Vice President and Senior Investment Strategist for Equities at AB. He rejoined the firm in 2015 and has been in the investment-management industry since 1986.

Czaicki’s roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a Regions Financial predecessor organization, as well as at Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from Saint Louis University. He is a CFA charterholder. Location: Dallas


John Dine
Regional Consultant
Apollo Global Management, Inc.

John Dine is a Regional Consultant with Griffin Capital Securities (“GCS”), a subsidiary of Apollo Global Management.

He is responsible for raising capital in the IBD, RIA, wirehouse and private bank channels throughout Illinois, Indiana, Kentucky, Michigan, Minnesota, Ohio, and Wisconsin for the investment programs sponsored or co-sponsored by Apollo. Prior to joining GCS in 2017, John worked with W.P. Carey in a similar capacity, including the coverage of the Upper Midwest for six years. Prior to joining the alternative investments business, he was a trader in oil and gas. John is a registered Series 7 and 63 licensed representative. He graduated from the School of Business at Marquette University.


Brian Donnelly, CFA
Vice President, Fixed Income Strategist
Fidelity Investments

Brian Donnelly is a vice president and fixed income strategist at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses.

In this role, Mr. Donnelly is responsible for collaborating with Fidelity’s investment management, product development, and distribution channels to deliver fixed income solutions to FI clients nationally.

Moderators:

Salvatore DiTusa, MBA, CEPA
Wealth Advisor
Mueller Financial Services, Inc.
sditusa@muellersolutions.com
847.717.8302

Sal joined Mueller Financial Services as a Wealth Advisor in April of 2019 and brings 13 years of experience in the financial services industry.

Brennan Hollenbeck, AIF®
Vice President / Wealth Advisor
Mueller Financial Services
bhollenbeck@muellersolutions.com
312.888.4638

Brennan has 13 years of experience providing wealth planning and financial services to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and their closely held businesses.

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John Dine, Apollo Global Management, Inc., Brian Donnelly, Fidelity Investments, Walt Czaicki, and Alliance Bernstein are not affiliated with or endorsed by LPL Financial and Mueller Financial Services.

Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Content in this webinar is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Have questions?

Contact Ashley Grabenhofer

Call +1 847 783 1909