Saturday, April 15, 2023
THIS IS AN ARCHIVED PRESENTATION FROM THE ABOVE DATE
Click below for David Chung’s Quarterly IBD Market Update
TOPIC 1
ARCHIVE MATERIALS
The Future of Clean Energy and Transportation: The Tesla Revolution Has Begun
We are at the beginning of a total change in the way we produce and use energy in our world. The damage of climate change continues to grow exponentially in human and financial costs. Societies around the world are beginning to take aggressive action to create alternative methods to provide energy as well as transportation solutions like EVs. We are past the point of time to waste, and rapid adoption of clean energy and transportation is taking hold. Where are the opportunities for the next decade…
You will learn…
Ross Gerber is the Founder, President, and CEO of Gerber Kawasaki Wealth and Investment Management, a Santa Monica-based Investment Advisory firm managing—1.8 billion of investments. Ross has become one of the most influential investors on social and traditional media. He is a regular on Bloomberg, Reuters, CNBC, Yahoo Finance, CNN, and Cheddar TV. He has appeared on many of the most popular podcasts and YouTube shows, including Meet Kevin, The Pomp Podcast, and HyperChange TV, and hosts monthly shareholder meetings for his ETF $GK on his channel as well. Ross Gerber focuses on nine main investment themes: Technology, Climate Change, Things That Used To Be Illegal, Video Games, Real Estate Disruption, Top Consumer Brands, Streaming and Entertainment, Pets, and Health Care.
TOPIC 2
ARCHIVE MATERIALS
Trust Issues? Navigating Today’s Trust Law Landscape
In this talk, Ted will walk you through the various trusts commonly used for estate planning purposes. He will demonstrate the structure and discuss why one may want to structure a trust in this way and how it functions. This is not an in-depth discussion of trust law, but rather a view of the commonly used trust from 30,000 feet.
You will learn…
Edward “Ted” Simpson is the Senior Vice President and Head of Focus Fiduciary Solutions. He joined Focus in 2021 to build the value-added trust & estates offering for partner firms and their clients. Prior to going Focus, Ted was a Senior Wealth Planning Strategist with Wells Fargo Wealth and Investment Management for over seven years. Ted also practiced law at Samuels Yoelin and Kantor LLP, and Harrang Long Gary Rudnick LLP for more than 15 years as a tax, business, trusts and estates attorney. Prior to that, Ted was with the National Office of Deloitte & Touche LLP. Ted earned a Bachelor of Arts in Government/Pre-Law from Eastern Washington University, a Juris Doctor from Gonzaga Law School, and a Master of Laws in Taxation from the University of Washington School of Law. Ted also earned a Certificate in Leading with Finance from Harvard Business School Online. He is a member of the Oregon, Washington and Alaska State Bar Associations. Ted lives in South Florida and is married with five children. In his spare time, he enjoys sailing and fly fishing.