Webinar
September 02, 2026 03:00 PM US/Central
Evergreen Investing: Building Wealth that Endures
What Should Stay Constant in Your Portfolio When Markets Change?
📆Date: Wednesday, September 2nd
⏰Time: 4 PM Eastern / 1 PM Pacific
From AI-driven spending, volatile interest rates, shifting market leadership, and escalating geopolitical conflict investors have plenty to navigate.
As active managers, we believe investment opportunities change with the market environment - but certain principles should remain evergreen.
Join our investment team to hear how we’re viewing the markets today, what we’re watching as we head toward year-end, and the evergreen principles we believe should guide a long-term portfolio.
What you’ll learn:
Our investment team’s perspective on the market themes, risks, and opportunities shaping the months ahead
What makes a portfolio evergreen - The characteristics and principles that can help investors stay positioned through changing market environments.
Live Q&A with our investment team - Get answers to the questions that matter most to you
An exciting firm update from our team!
Austin Root
Austin Root is the Chief Investment Officer of Stansberry Asset Management, where he leads the firm’s investment strategy and portfolio management. With experience across public and private markets, Austin brings a disciplined, research-driven approach to navigating changing market environments and managing risk across client portfolios.
Before joining SAM, Austin held senior investment roles at leading firms including Blackstone, SAC Capital Advisors, and Stansberry Research, and co-founded a hedge fund backed by Tiger Management. He holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia—experience that informs SAM’s focus on thoughtful decision-making, diversification, and long-term capital preservation.
Michael Joseph
Michael is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management. He is responsible for sourcing investment opportunities, conducting ongoing due diligence, and managing SAM’s Income and Tactical Select strategies.
Before joining SAM in 2017, Michael worked closely with high-net-worth clients at the largest independent wealth management firm in the U.S. and served as a senior analyst at a leading investment-grade bond manager. His investment perspectives have been featured in national financial publications, and he is the author of A Dollar for Fifty Cents. Michael holds an MBA from the University of California, Davis, a BA from San Francisco State University, and earned the CFA charter in 2017.