Hamilton Wealth Partners hosted Ryan Levin and Dani Peer from Wingate as part of our Fund Manager Series.
The Webinar was held on Friday the 13th of November.
To watch a recording of the webinar see the video above.
Managing Director, Property
Ryan is an actuary, specialising in risk management and financial structuring. He has spent two decades in the financial services industry holding roles ranging across product development, financing and property. Ryan has business-building and investment experience across three continents and brings substantial marketing, innovation, analytical and entrepreneurial skills to Wingate, as well as specific experience in the finance, insurance and loyalty industries. Prior to joining Wingate, Ryan founded Destiny Health, a Chicago-based health insurance company, spearheading what is now commonly referred to as the “Consumer Driven Healthcare” sector in the USA.
Managing Director, Investor Services
Dani has over 20 years of experience in the investment industry and financial markets, primarily focussed on optimising the structure and operational flow of professional advisory practices. His career has included senior roles at Zurich Financial Services, Australian Financial Services and at National Australia Bank. He is regarded as a thought leader in the investment advisory business, specialising in business growth strategies and client engagement solutions.