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Schedule - Palo Alto, CA


11amThoughtful Money Interview

Adam Taggart, Founder of Thoughtful Money interviews Jan van Eck, CEO of VanEck about real assets, alternative asset investing, crypto currency, & more!


12pmLive Q&A

Following the Live Q&A, ask Jan van Eck any questions you may have.

Ask Adam Taggart and the New Harbor Financial team about their investment strategies, market insights, and any other relevant topics.


1pmLunch

Indulge in a complimentary lunch while engaging with our advisers.


2pmNew Harbor Presentation

John Llodra, Michael Preston, & Justin Griffin discuss the market, precious metals, and more!


Speakers

John Llodra Partner

John is a founding principal of New Harbor Financial Group and a CERTIFIED FINANCIAL PLANNER™ professional. Prior to forming New Harbor, John worked as a Financial Advisor with UBS Financial Services. Over the first decade of John’s career, he held hands-on and senior roles at a diverse range of companies including UBS Investment Bank, Enron, Navigant Consulting, and Stone & Webster Management Consultants.


Micheal Preston Partner

Mike is a founding principal of New Harbor Financial Group. Prior to forming New Harbor, he was a Financial Advisor with UBS Financial Services (formerly PaineWebber). Mike is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to becoming a financial advisor, Mike worked as a chemical engineer. He holds a master’s degree in business from Bryant College and a bachelor’s degree in chemical engineering from Worcester Polytechnic Institute.


Justin Griffin Investment Adviser

Justin started his career in financial services with Dundee Wealth Management in Guelph, ON. Canada. After five years of building and managing a practice with a senior partner he made the move to Massachusetts. Before joining New Harbor Financial Group in late 2011, Justin spent two years with TD Bank as a Financial Service Representative. Justin studied economics at the University of Guelph, he holds a Life/Health license and is Series 65 registered.


Adam Taggart Thoughtful Money Founder

Adam Taggart is the founder of Thoughtful Money, where your wealth = our #1 focus. Thoughtful Money was created to educate & empower regular investors just like you build wealth to fund their life goals. We do this by interviewing the top experts in money & the markets to give you actionable advice on how to protect & grow your wealth.


Jan van Eck CEO of VanEck

Innovator. Entrepreneur. Podcast enthusiast. Jan van Eck has firsthand knowledge of today’s markets and the complex web of information that investors encounter on a daily basis. He will highlight interesting market topics, filter out the jargon, and focus on important technological and geopolitical trends.


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