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MARKET UPDATE 2023: the path less traveled— the 2023 outlook and beyond
MARKET UPDATE­ 2023: the path less traveled— the 2023 update and beyond
Hear from Sowell’s FLEX team, Co-CIOs Alex Hsiao and Greg Lai, who will share a 2023 market outlook but also how to unlock the power of a bespoke investment team. Alex and Greg will share insights on the recent market action, the factors of influence and where the path lies going forward in this distinctly new environment.

The Sowell FLEX AM team will cover:
• Recent FED action, Inflationary and Recessionary fears and how this shapes their positioning going forward.
• Review of the Sowell models and offerings, what goes into their construction and how you can use them in your business.
• Discuss private labeling or customized models

Learn first-hand about the advantages of a robust and repeatable investment process and how it can help you not only defend the uniqueness of your brand but help you grow your business.

00:49:00

Sowell Trailhead Thursday
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Speakers

Jason Inglis
Chief Revenue Officer @Sowell Management
Jason began his financial services career in San Francisco in the 1990s with a startup hybrid RIA launched by breakaway wirehouse advisors. Over the last 25 years, Jason has developed a true passion for consulting with advisors, having served the financial advisory community through various senior executive roles of increasing responsibilities, with Integrated Advisors Network, Angel Oak Capital Partners, Deutsche Bank (NYSE: DB), Envestnet (NYSE: ENV) and Bank of New York Mellon (NYSE: BK). A charismatic and results-driven leader, Jason brings extensive experience in strategic planning and execution, sales leadership, business development, and creating strategic partnerships to the Sowell leadership team.
Greg Lai
Co-Chief Investment Officer @Sowell Affinity
Greg is CO-CIO and lead portfolio manager for Sowell Affinity, our investment management division. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed the key quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect of the Sowell Affinity commitment to flexibility, service, and performance. He has 30 years of experience with a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment. Greg credits his experience as well as that of Affinity team members, who have worked through recent economic cycles of dynamic systemic change, as a primary benefit to clients today. Greg’s industry experience includes lead portfolio manager and managing director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd.
Alex Hsiao
Co-Chief Investment Officer @Sowell Affinity
Alex Hsiao, who joined Sowell Affinity in 2020, brings more than 20 years of institutional investment management experience to our investment management division. His expertise in early stage investing, dynamic asset allocation, building diversified investment portfolios, providing outsourced customized solutions, and product development supports and advances Sowell Affinity in providing clients with tailored solutions. He also serves as a strategic advisor to many of the firm’s clients. Prior to joining Affinity, Alex was chief investment officer of Progress Investment Management Company. He oversaw and managed the firm’s entire multiasset platform of fund‐of‐funds strategies and institutional investor relationships across multiple asset classes such as global equity, fixed income, venture capital, and hedge funds. He also served as a member of the Management Committee and was chair of the Investment Committee at Progress.

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