The Rise of Meme Stocks
Time: August 27, 2021 at 10:00 AM Central Time (US and Canada)
As many have recognized, trading volumes have continued to expand as a new army of social media-enabled day traders push stocks to record highs and have turned companies into market sensations. To dive deeper into what’s fueling the momentum in meme stocks today, industry experts will join us for a live webinar discussion.
In this guided conversation, they will address topics such as:
– Meme stocks & reddit mania
– Archegos fallout (concentration risk)
– Short Selling and Market Transparency
– Overall implications on margin & liquidity
– Heightened regulatory scrutiny (OCC, SEC & FINRA)
– Clearance & Settlement: T+1 settlement
– Are you prepared for inflation?
Excelsior’s founder, Brian Adams, will be joined by Madhur Sarda, Dave Maney and Ryan Payne for a live webinar discussion on the rise of meme stocks.
Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.
Dave Maney is an unusual combination of serial entrepreneur and economic journalist. He is the Executive Chairman & Co-Founder of Deke Digital and is also a regular contributor at The Daily Beast, Fox Business News, Forbes, CNBC, and CNN.
Before founding Deke, Maney was co-founder and Chairman of Headwaters MB, a Denver-based merchant and investment bank, and before that, founder & CEO of Worldbridge Broadband Services Inc., a broadband telecommunication technology services firm that merged in 2000 with a larger public telecom company.
He is a member of the Rocky Mountain Chapter of WPO and from 1998 – 2013 was a member of the Colorado Chapter of YPO. He served for three years as YPO International’s Education Chairman and was a member of the organization’s Board of Directors.
He is a graduate of the Stanford University Graduate School of Business and the State University Of New York-Binghamton.
Ryan is the co-founder and President of Payne Capital Management, a wealth management firm, with offices in New York City and Philadelphia. Ryan is co-host of the No Payne No Gain Financial radio show that airs every weekend on New York City’s WABC, host of the Payne Points Of Wealth Podcast, and is a frequent market commentator on CNBC, Fox Business, & Yahoo Finance.
Prior to launching PCM, Ryan spent close to eight years as a top financial advisor at Merrill Lynch. He earned his undergraduate degree from Villanova, where he competed on the varsity track and cross-country teams as a Division I athlete.
Jeff Kilburg is the Chief Investment Officer and Portfolio Manager of Sanctuary Wealth, a global wealth management company with more than $15 billion in assets under advisement. Mr. Kilburg oversees Sanctuary’s Investment Solutions group, which provides Outsourced Chief Investment Officer (OCIO) services, ETF model portfolios, Separately Managed Accounts (SMAs), investment research and due diligence to Sanctuary Wealth and Sanctuary Global advisors. Mr. Kilburg is also Founder and CEO of KKM Financial, a boutique asset management firm.
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