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October 2022 Virtual Event: Investor-Focused Midterm Election Preview Thumbnail

October 2022 Virtual Event: Investor-Focused Midterm Election Preview

We recently hosted Michael Townsend, the managing director of Legislative and Regulatory Affairs at Charles Schwab & Co. and the host of the WashingtonWise Investor podcast, for an investor-focused midterm election preview. With control over both chambers of Congress up for grabs, Townsend provided his latest commentary on races to watch and which trends should interest investors the most. Click the play button on the video below to watch a full replay of the event.

August 2022 Virtual Event: Entrepreneurship, Authorship, and Decoding the Mysteries to Living Fully Alive Thumbnail

August 2022 Virtual Event: Entrepreneurship, Authorship, and Decoding the Mysteries to Living Fully Alive

We were excited to host Karmen Berentsen, owner and CEO of A-Line Boutique, for our August 2022 virtual event. Berentsen, a self-described “serial entrepreneur,” is the owner and CEO of A Line Boutique, which under her leadership has grown into four locations in the Denver metropolitan area, as well as a robust online presence. For the event, she led a workshop on “Entrepreneurship, Authorship, and Decoding the Mysteries to Living Fully Alive.” Please watch the video below to see a full recording of the event.

Video: Obermeyer Wood June 2022 Virtual Event - Investing in Your Travel with Tafari Travel Thumbnail

Video: Obermeyer Wood June 2022 Virtual Event - Investing in Your Travel with Tafari Travel

We recently hosted an “Investing in Your Travel” event with Leah Smith, co-founder and president of Denver-based Tafari Travel. Leah and her team have their fingers on the pulse of the evolving travel industry, which is emerging from a period of disruption and change. Her presentation focused on various topics, including budgeting for travel investment, top destinations, seasonal and timing considerations, planning for trip details and requirements, and sustainable travel trips. Please watch the video below to see a full recording of her presentation.

Video: Obermeyer Wood May 2022 Virtual Event - Investing Lessons From Omaha Thumbnail

Video: Obermeyer Wood May 2022 Virtual Event - Investing Lessons From Omaha

For our May 2022 Obermeyer Wood Virtual Event, we were honored to host our clients and friends for an “Investing Lessons from Omaha” conversation with members of our executive committee. After wrapping up our team’s annual trip to the Berkshire Hathaway shareholder meeting in late April, we were eager to share our thoughts on the conference and how the lessons from Warren Buffett and Charlie Munger help to guide our firm’s investment philosophy. We also covered topics related to the current challenging market environment and provided an update on how we are working to position client portfolios for the months and years ahead. Click the video below to watch the full recording of the event.

Video: Obermeyer Wood March 2022 Virtual Event⁠ - Personal Cybersecurity Workshop Thumbnail

Video: Obermeyer Wood March 2022 Virtual Event⁠ - Personal Cybersecurity Workshop

For our March 2022 Obermeyer Wood Virtual Event, we were grateful to host a cybersecurity workshop and panel discussion led by Charlton Rugg, Chief Compliance, Legal, and Technology Officer at Obermeyer Wood. The panel featured senior technology consultants Erin Donhom from Charles Schwab & Co. and Jared De Soto of TD Ameritrade Institutional. The event focused on cybersecurity best practices designed to keep users safe in an increasingly complicated digital world, and you can view a recording of the full event by clicking the play button below. Additionally, if you would like to continue your education on personal cybersecurity, check out the resources available at SchwabSafe.