5SEPTEMBER 2023CXO INSIGHTSKEEPING RATES IN PERSPECTIVEJolene Hale, Vice President / Commercial Loan Officer, First International Bank & Trust19THE FIRST OF MANY LESSONS FROM FTXBlue Macellari, head of digital assets strategy, T. Rowe Price2220BUILDING A FINANCIAL CUSHION BY INVESTING MONEYTomasz Serwan, Investment Director, Alior Bank SAROLE OF INVESTMENT FUNDS IN THE FIGHT AGAINST CLIMATE CHANGEDr. Constanze Jacobs, Head of Transactions, Structuring & Asset Advisory, Legal, Commerz Real AG26THE BASICS OF A BUSINESS PURCHASE AGREEMENTMike Strakhov, Senior Vice President - Head of Insurance Lending, Live Oak Bank28INVESTING AND DATA, THE OPPORTUNITY AND THE CHALLENGEFabiana Fedeli, Chief Investment Officer, Equities and Multi Asset, M&G Investments24WHY YOUR CLIENTS AREN'T GETTING TAX ADVICE FROM THEIR TAX PROFESSIONALGary Watts, Vice President, Financial Advisor, Wealth Enhancement Group18TOP 10SERVICES PROVIDERS - 2023TAX PREPARATIONPAGE NO - 16CXO INSIGHTS
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