las vegas The meeting welcomed 75 partner companies of the Sanctuary network
INDIANAPOLIS, November 16, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, kicked off OASIS 2022, November 14-16 at Mandalay Bay Resort a las vegaswhere partners and friends of the firm gathered in person for the first time since 2019. The three-day event was designed to provide attendees with opportunities for collaboration, communication and celebration.
“Sanctuary wealth has grown significantly across all metrics since 2019, when we were last able to gather in Indianapolis,” he said Jim DicksonCEO and founder of Sanctuary Wealth. “We are excited for the opportunity to be together in person as we recognize the success of our partner companies and articulate our plans to continue this dynamic growth trajectory.”
The conference started with a presentation by the CEO Jim Dickson on “The future of independence”. Sanctuary’s investor also spoke on the first day David Cheney, CEO and founder, Kennedy Lewis Investment Management, who addressed Credit Markets and The Economy. He followed him Marc Tibergiena respected practice management and industry thought leader, who offered insight into how advisors can thrive in the independent space.
Vince FertittaPresident of Sanctuary Wealth provided opening remarks on day two, followed by remarks from Massimo Guiati, Co-CEO, Azimut Group, another of Sanctuary’s investment partners, and a presentation by Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth, who gave an update on the markets and the economy. Other speakers on day two included Liz Manibay from Schwab Consulting on the Schwab Industry Benchmark Study and Ned Dane of AI identified in “Smart Data for Business Development”.
The last day, Bob WalterChairman, Sanctuary Wealth, presented Ainslie SimmondsPershing X, and his presentation on “Transforming the wealth management industry with technology.”
The final session of the program included two highly anticipated panel discussions with participants from across the Sanctuary network. It includes “Building a world-class wealth management platform”. Jane HoosierHead of Platform Strategy, Sanctuary Wealth; Shanelle Grisso, Head of the Education and Community Platform, Riquesa Santuari; i Ryan BeckHead of Platform Integration at Sanctuary Wealth.
The panel was followed by “Building Your Brand” moderated by Carmen Irazola, Head of Marketing, Sanctuary Wealth. Panelists included Tom Stadumfounder and CEO of Fjell Capital; Robert Gilliland, Managing Director and Senior Wealth Advisor, Concenture Wealth Management; i Grace SpeckmanFinancial Adviser, Evans May Wealth.
Attendees had multiple opportunities to attend a series of Growth Engine Breakout sessions covering: using insurance to accelerate and improve the planning process; using the Sanctuary Solutions Toolbox; alpha generation with structured notes; and win and serve business owners and corporate executive clients performed by various Sanctuary partners. Sanctuary also established a Growth Village for advisors looking for additional resources for their practices, including marketing, search engine optimization, media relations, branding and more.
For more information on Oasis 2022, visit: www.oasis-sw.com.
About the wealth of the sanctuary
Wealth of the Sanctuary (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth’s collaborative independence ecosystem offers a comprehensive technology and operational platform, as well as the support of a community of like-minded advisors and invaluable affiliate resources. The Sanctuary Wealth network currently includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes wholly owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment advisor, Sanctuary Securities, Inc. a member broker-dealer of FINRA, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Family Office.
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SOURCE Wealth of the Sanctuary
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