Our mission:
To present an independent, expert perspective on the conditions and trends of the U.S. and key global economies and their stock and bond markets. This perspective is presented in person by Sandy Lincoln, an experienced investor and recognized commentator on the markets.
We seek to educate and inform audiences who want to better understand U.S and key global economies and markets. Examples of target audiences include: clients and prospects of bank trust departments or Registered Investment Advisors, trustees of pension or 401K plans, boards of endowment or foundation funds, conventions where this topic would be helpful & more.
Highlights of Sandy Lincoln’s investment background:
Chief Investment Officer of major S&P 500 company and their $60 billion mutual fund and institutional asset management business.
Chief Market Strategist for a major Global Banking company and a portfolio manager of their global asset allocation portfolio.
President of one of largest investment consulting companies in the world and member of its Board of Directors.
Highlights Sandy Lincoln’s speaking background:
National media experience that includes many CNBC, Bloomberg & Fox Business television appearances.
Frequently quoted in Wall Street Journal, NY Times, and Investors Daily.
Sought after speaker by both institutions and their audience-members.
Attendees have ranged from just a few to over 350 across major convention venues in cities like Honolulu, Las Vegas, San Francisco and New York.
Over his career, Sandy’s overseen $400 billion in assets under management.
The Great Disconnect: Weak global growth - but amazing returns!
Interested in having Sandy speak at your next event?
Audience testimonials from actual professionals in the employee benefits field:
“Very engaging; he kept tracking with audience. This session was very relevant. He made topic understandable and connected all points along the way. A definite keeper; bring him back!”
“I’ve been to several conferences and listened to multiple speakers. I can honestly say that Mr. Lincoln’s presentation was very easy to follow and understand. I gained useful knowledge and insight that I can use when making investment decisions.”
“Excellent speaker; very engaging. He really brought the current world economy down into layman’s terms and made it very interesting and informative.”
“Wonderful speaker. Took time to create examples of things we may not have the knowledge to understand.”
