Portfolio Strategy Event in
Dallas, TX
Learn How SAM’s Active Management Approach Helps Families Build Wealth
Join us April 29th in Dallas, TX for an in-person portfolio strategy event, a timely opportunity at the beginning of the year to review your portfolio, ensure you’re positioned appropriately, and prepare for potential market shifts in the months ahead, all while enjoying a complimentary luncheon.
Hear directly from the Stansberry Asset Management team as they discuss:
The key forces shaping today’s markets and how we are 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: Wednesday, April 29, 2026
Time: 12:00 – 2:00 PM
Location: The Capital Grille
500 Crescent Ct
Dallas, TX 75201
Enjoy a complimentary luncheon!
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.
Seats are limited — reserve your spot today.
Complete the form to register!
Presenters
Austin Root
Chief Investment Officer
Austin Root is the Chief Investment Officer of Stansberry Asset Management (or SAM) and is responsible for the development and management of investment strategies across all SAM portfolios. Prior to joining SAM, Austin was the Director of Research at Stansberry Research and the portfolio manager for the company’s flagship portfolio products, Stansberry Portfolio Solutions.
Austin co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. He also held senior investment positions at SAC Capital Advisors and D.F. Dent & Company. Austin began his career at the Blackstone Group.
Austin has experience investing across asset classes, including public equities, derivatives, venture capital, private equity, real estate, and fixed-income securities. He earned an MBA from Stanford Graduate School of Business, and a BS in Commerce from the University of Virginia.
William 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.
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.