Market Update & Wealth Management Luncheon in Sacramento, CA
Be part of an in-person event as we celebrate a significant milestone in our firm’s evolution and share what it means for the future of our clients and our team.
Join us on September 15th in Sacramento, CA for a complimentary luncheon featuring insights from the Stansberry Asset Management team.
As markets continue to evolve, we’ll discuss the trends shaping today’s investment landscape, how we’re positioning client portfolios, and the principles that guide our active investment approach. Whether you’re a current client or simply interested in learning more about our investment approach, we invite you to join us for an afternoon of valuable insights, thoughtful discussion, and a look at what’s ahead!
During the luncheon, we’ll cover:
- The economic and market trends influencing today’s investment landscape
- How our active investment strategies are designed to pursue growth, generate income, and manage risk
- The value of proactive wealth management in changing market conditions
- How our team helps clients build tailored strategies that align with their long-term financial goals
Plus, attendees will be among the first to experience this exciting next chapter for our firm and learn how this evolution reflects our ongoing commitment to delivering exceptional value and service for our clients for years to come.
Event Details:
Date: Tuesday, September 15, 2026
Time: 12:00 – 2:00 PM
Location: Prelude Kitchen & Bar
1117 11th St, Sacramento, CA 95814
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
Mario Valente, Deputy Chief Investment 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 MIT. Mario earned the Chartered Financial Analyst (CFA) charter in 2011, and currently serves on the Board for the CFA Society of San Francisco and the Education Advisory Committee of the CFA Institute.
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.
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.