Meetings and Events



July 24nd, 5 PM-7 PM
@: Matchbox One Loudoun
44720 Thorndike St. Ashburn, VA 20147FUTURE DATES:
September 25, 5 PM-7 PM
@ King Street Oyster Bar
(12 S. King St. Leesburg, VA 20175)November 27

In the meantime — To provide input for future meetings:

DATE: FRIDAY, August 23, 2019

“2019 Economic Update”

PRESENTERS:  Philip Blancato, President & CEO, Ladenburg Thalmann Asset Management

**CE credit may be available for CFP**

Learning Objectives: 

  • Current economic factors impacting investment markets
  • Interest rate sensitivity to changes in the economy
  • Minimizing portfolio risk in the current market environment through diversification

Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc.

Philip is a 28-year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Prior to joining Ladenburg Thalmann, Philip worked for PowellJohnson as the Managing Director of Advisory Services where he directed the creation and implementation of a suite of fee-based platforms.  Philip also worked for Prudential Securities beginning in 1990 where he held various positions within the Investment Management Services division.  In 1996 he assumed the role of First Vice President and Director of Portfolio Management Programs.  His primary function was to develop and improve upon the positioning and functionality of discretionary fee-based programs.  During Philip’s tenure of the Portfolio Management division, it became one of the most successful divisions within Prudential Securities with assets in excess of $16 billion. 

In 1990, Philip received a Bachelor of Science in Finance from Kean University, and in 1998 a Marketing Continuing Education degree from New York University.  In 2003, he became an Accredited Investment Fiduciary, and in 2005 he completed the Securities Industry Association accredited program at Wharton Business School.

Philip has been quoted several times in the Wall Street Journal, frequently appears on CNBC, and speaks at industry conferences on topics such as investment management, portfolio risks and diversification, and alternative investments.

LOCATION: River Creek County Club, 43800 Olympic Blvd, Leesburg, VA

Member Price Per Person: $25
Member Table of Ten: $350
Nonmember Price Per Person: $35
Nonmember Table of Ten: $500
Meeting Sponsor: Available


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