Upcoming Webinar - Advisor-Client Real-Life Case Study
As financial advisors, we often receive the question, "What do you do for your clients?" This is a great inquiry that helps to clarify how advisors assist clients in their financial lives. We have compiled this advisor-client case study webinar based on real client stories to illustrate how we have effectively helped people - just like you - in our profession.
Case Study 1: A Seasoned Professional with Advisors for 20 Years
Case Study 2: A Couple Employed in a Tech Company
Case Study 3: A Client Running a Family-Owned Business
Date and time
April 29th, 2025
12:30 pm ET / 11:30 am CT / 10:30 am MT / 9:30 am PT
Duration: 45 mins
Who should attend
Individual investors seeking guidance from experienced financial advisors
Host
Li Leo Ma, CEO, Annova Advisors
Speaker
Joe M. Maas, Founder and Chief Investment Officer, Synergy Asset Management
CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA
About
Joe Maas is Synergy Asset Management LLC's founder and chief investment officer. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is certified in many areas of expertise, including financial analysis, valuation, mergers and acquisition, financial and estate planning, etc. With over two decades of experience in the financial industry, his core specialty is providing comprehensive investment management services for individual investors. Mr. Maas established Synergy Asset Management as a 360-degree financial services firm, providing various solutions under one roof. With a team of experienced professionals, Synergy provides a complete mix of integrated financial services.
Past Webinars
Private Equity 201: Middle Market - 2/26/2025
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Overview of Private Equity (PE) Investments
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Fund Structures and Methods for Accessing Private Equity
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Rationale for Investing in Middle-Market Private Equity
Speaker
Sam Goldman, Vice President, FS Investment Solutions
About FS Investments
FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $80 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices. The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors. FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
Private REITs 101 - 10/9/2024
A Real Estate Investment Trust (REIT) is a security that owns—and in most cases operates—income-producing real estate or related assets. Many REITs are registered with the SEC and are publicly traded on a stock exchange. This webinar will explore the foundational aspects of private REITs and provide current insights from a leading alternative investment firm.
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Understanding private markets asset classes
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What is private real estate?
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What are the current opportunities in private REITs?
Speaker
Conor E. Lynch, MBA, CIMA, CRPC
Managing Director, Alternative Investment Specialist, Nuveen
About Nuveen
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.2 trillion in assets under management as of 30 June 2024 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information, please visit www.nuveen.com.
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Private Equity 101 - 6/26/2024
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Private Equity in the Macro Backdrop
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Private Equity Current Opportunities
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KKR Differentiators
Speaker
Victoria Krauel Santa-Cruz
Analyst, US Private Wealth Partners, KKR
About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.
The Power of Free Cash Flow - 4/17/2024
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How do we define value?
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What is Free Cash Flow Yield?
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How does Free Cash Flow investment work?
Speaker
Michael Norton, Managing Director, Pacer Financial, Inc.
About Pacer ETFs
Pacer ETFs is a 10-time award winning exchange traded fund (ETF) provider that has been recognized for its client-focused philosophy. Its Strategy Driven ETFs™ serve as tools to help investors navigate turbulent markets. Pacer Advisors is the 15th largest U.S.-listed ETF issuer with around $43B AUM, according to VettaFi.
Allianz Women, Money, and Power®: Take control of your financial future - 3/27/2024
This webinar is intended to prompt women to start working with a financial professional and to be more involved in planning their financial strategies. Women will learn why it’s important to have a financial strategy, explore their financial personalities, and learn how to take control of their financial futures.
Speaker
John Thyberg, CFS®, CAS®, CIS™, Retirement Consultant, Regional Vice President, Allianz
About Allianz Life
Allianz Life Insurance Company of North America (Allianz Life) is a leading provider of financial and retirement solutions. Our mission – we secure your future – informs how we operate, every day. Our vision – living your life with confidence – is our hope for every customer who entrusts their money to our care. At the end of the day, we want to help people manage risks in retirement. Allianz SE is a global financial powerhouse serving more than 125 million customers worldwide. Allianz SE was founded in 1890 in Munich, Germany. Allianz Life joined the Allianz SE family of companies in 1979. Allianz Life is one of a five affiliate Allianz companies in North America.
Products are issued by Allianz Life Insurance Company of North America (Allianz) and variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. This notice does not apply in the state of New York.
• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF
Product and feature availability may vary by state and broker/dealer.
Allianz Life Insurance Company of North America, Allianz Life Financial Services, LLC, and Allianz SE are not affiliated with Annova Advisors.
Life Settlement 101 - 3/12/2024
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What is a life settlement?
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Why do institutions invest in life settlements?
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Discuss the current opportunities in life settlement fund allocation.
Speaker
Jade Wu, Managing Partner, UpMarket Management LLC
About UpMarket
UpMarket's mission is to democratize access to private markets for individual investors by offering a unique blend of technology-driven solutions and personalized service. Founded in 2019, UpMarket has delivered seamless investment-to-exit management across diverse asset classes including pre-IPOs, hedge funds, real estate, private equity, and venture funds. We are committed to simplifying the complex world of alternative investments. UpMarket has facilitated over $150 million in private-market investment. Our approach is designed to provide individual investors with institutional-grade investment opportunities that were once out of reach, empowering them to diversify their portfolios and seek unique capital appreciation opportunities.
Digital Assets 101 - 2/20/2024
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What are digital assets and their securities?
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Explore current investment opportunities for digital assets.
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Discover the benefits of strategic digital asset allocation.
Speaker
Shuki Lipsky, Senior Regional Consultant, Bitwise Asset Management
About Bitwise Asset Management
Bitwise Asset Management is the largest crypto index fund manager in America. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. For six years, Bitwise has established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, and hedge fund strategies. Bitwise is known for providing unparalleled client support through expert research and commentary, its nationwide client team of crypto specialists, and its deep access to the crypto ecosystem. The Bitwise team of more than 60 professionals combines expertise in technology and asset management with backgrounds including BlackRock, Millennium, ETF.com, Meta, Google, and the U.S. Attorney’s Office. Bitwise is backed by leading institutional investors and has been profiled in Institutional Investor, Barron’s, Bloomberg, and The Wall Street Journal. It has offices in San Francisco and New York.
Convertible Securities 101 - 1/11/2024
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What are convertible securities and how do they work?
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Market opportunity for convertible securities
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Convertible offerings to consider with Annova advisors
Speaker
Scott Becker, CFA
Senior Vice President, Head of Portfolio Specialists, Calamos Investments
About Calamos Investments
Calamos' history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk. The hallmarks of those early days—innovation, risk management, and client focus—continue to define its organization today. Calamos' investment solutions include alternative, equity, sustainable, multi-asset, fixed-income, and convertible strategies. Calamos views its success and longevity as a reflection of its ability to meet the demands of investors through long-term performance, organic growth, and strategic acquisition. Calamos has also expanded its presence in New York and Chicago, grown its wealth management capabilities, and established as a leading liquid alternatives provider, the third largest in the United States. Headquartered in Naperville, Illinois, Calamos Investments has offices in Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area.
Private Credit 101 - 11/9/2023
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Overview of Private Credit
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Opportunities in Private Credit Given Today’s Market Environment
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Allocation of Private Credit Funds by Annova
Speaker
Susanna Norris, Regional Director, The Carlyle Group
About the Carlyle Group
The Carlyle Group is a global investment firm with deep industry experience that deploys private capital across three business segments: Global Private Equity, Global Credit, and Global Investment Solutions. With approximately $385 billion of assets under management, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,200 people in 29 offices across 5 continents.