From the metaverse to alternative investments, the future of investing is going to look very different. Alternatives have historically been reserved for institutions, as alternative asset managers targeted those who could write the biggest checks. But that’s now starting to change as tech companies look to the retail market, opening up opportunities to wealth managers, advisors and even consumers.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with John O’Connell, founder and CEO of The Oasis Group about:
- The future of investing, specifically when it comes to alternative investments;
- How the metaverse is changing the investment landscape;
- Why advisors need to stay on top of AI trends; and
- What other trends advisors should be watching.
Connect with Shannon Rosic:
Connect with Guest:
About Our Guest:
Mr. O’Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. He was a member of the team for an IPO, sale of a firm, and packaging 2 other firms for sale. He held North American leadership positions at Oracle for over 8 years. He was the president of a FinTech firm and held C-level customer-facing roles at two global, publicly traded companies.
John is the Founder and Chief Executive Officer for The Oasis Group. A firm specializing in helping wealth management and technology firms to solve their most complex challenges. The Oasis Group helps firms with technology selection and implementation, sales processes and strategy, and processes to attract, sell, propose, onboard, and service new clients.
John is the author of Rise of The Activist Investor, a handbook for investors who would like their money to reflect their values by exercising their rights as owners of publicly traded firms. He invented the Activist Investor Arc to describe how retail investors progress through different phases of activist investing.
John holds a Bachelor of Science degree in Computer Science & Mathematics from the College of Staten Island and an MBA in Finance from Rider University.
