Compilation Episode from the Morningstar Investment Conference 2022

Swift Chats in the Financial Services Industry

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2+ y ago 19:39

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In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features:

- Shawna Ohm, Founder of Content 151

- Katryna Deligiannis, Senior Social Media Manager at Morningstar

- Aleksandr Spencer, CFA, Chief Investment Officer at Bogart Wealth

- Tom Lydon, Vice Chairman at VettaFi

- Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and BrightPlan

- Alison Susko, Director of Partnerships at Asset-Map

- Liv Gagnon, Co-Founder of Choir

- Roger Wohlner, Founder of RLW Associates

- Katie Braden, CFP®, Founder of Innovating Advice

75 Episoden

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