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Market & Wealth Strategy Event in Dallas

Learn How SAM’s Active Management Approach Helps Families Build Wealth

Join us for a live market strategy event and complimentary dinner in Dallas on Tuesday, August 5th. This in-person session offers both clients and prospective clients the opportunity to hear directly from the Stansberry Asset Management team, including Deputy Chief Investment Officer Mario Valente and National Director of Business Development Bill Pedersen.

We’ll cover:

  • What’s driving today’s markets—and how we’re positioning portfolios in response

  • How SAM’s active investment strategies are built for growth, income, and downside protection

  • Why proactive financial planning matters—especially in an unpredictable environment

  • How SAM helps clients align their strategy with long-term goals through informed decision-making

Event Details:

Date: Tuesday, August 5th, 2025 

Time: 6pm – 8pm

Location: The Capital Grille Dallas

500 Crescent Ct, Dallas, TX 75201

Enjoy a complimentary dinner! 

Whether you’re already working with us or simply curious about how SAM could support your financial goals, this is your chance to meet the team and hear how our active approach shapes the way we invest.

Complete the form to register!

Presenter

Bill Pedersen, National Director of Business Development

William is the National Director of Business Development at SAM. He spent the bulk of his early career helping to build a multibillion-dollar private investment firm where he was recognized multiple times for his impact on the growth of the firm. He held a leadership position and played a pivotal role in training and formally mentoring business development representatives.

Just prior to joining SAM, William served as a Managing Director at two different investment firms where he worked with both high-net-worth investors and institutions. During this time he held Series 3, 7, 24, 63 and 65 licenses. William’s background also includes time spent working with private clients at both Bank of the West and Wells Fargo.

William earned degrees in Rhetoric and Communications from the University of California, Davis, served as a Paratrooper in the US Army and competed as a collegiate wrestler earning multiple championships. He is a long-time resident of Sonoma County where he is raising six children and enjoys coaching youth football and wrestling.

mario valente headshot
Mario Valente, CFA, Deputy Chief Investment Officer, Portfolio Manager

Mario is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management (SAM). He is responsible for sourcing and monitoring positions across the firm’s strategies, while also serving as a principal spokesperson for the team’s investment philosophy with clients.

Prior to joining SAM, Mario was the Director of Investment Grade Research at Zazove Associates, a multi-billion dollar investment firm specializing in convertible securities management. He was previously a Senior Credit Analyst at Sandelman Partners, a multi-strategy hedge fund focused on fixed income relative-value investing. Mario started his buy-side asset management career with Citadel in 2001, where he was one of the first credit research analysts hired into the Convertible Arbitrage group.

Mario holds a BA from Stanford University where he majored in Economics. He has also completed graduate-level coursework in Statistics & Data Science at The Massachusetts Institute of Technology. Mario earned the Chartered Financial Analyst (CFA) charter in 2011, and currently serves on the Board for the CFA Society of San Francisco.

What We Do

SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.

SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you’re seeking an investment manager who shares your philosophy, you don’t have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.

Schedule a Complimentary Portfolio Review 

When was the last time someone reviewed your financial plan?

Schedule a call with us to review your current investment strategy and discover how our personalized approach can help safeguard and grow your wealth.