I’ve been involved with the Financial Services Industry for the past 34 years. During that time frame I’ve attended my fair share of meetings. When I look back over the past three decades, two meeting stick out to me…Stocktoberfest the past two years! If you haven’t been able to attended these meetings the past few years, put it on your calendar for next year! 

When it comes to people reshaping this business and they way we think/do business, many people come to my mind, these three shared outstanding ideas and insights at the meeting this week. Hardeep Walia  (Motif Investing), Howard Lindzon (Stocktwits) and Josh Brown (Reformed Broker).

These three are not only brilliant pioneers, they are great people. It was a true honor to spend some time with each of you this week. Thanks for all you do guys. Chris


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