Join Stansberry Asset Management for our Investment Webinar!

Spring is a natural time to step back and reevaluate—and that includes your investment strategy.

📆Date: Wednesday, May 28th, 2025

⏰ Time: 4 PM ET/1 PM PT

Join Austin Root, Chief Investment Officer, and Deputy CIO, Mario Valente for a discussion on what today’s market conditions mean for investors. For decades, the 60/40 portfolio was considered the gold standard in investing.
But that was a different era. Markets have changed. Risks have evolved. And it’s time your investment strategy did, too.

If your portfolio hasn’t had a fresh look in a while, consider this your spring-cleaning opportunity. Join us as we cover:

✔ Rethinking the 60/40 Portfolio – Why the traditional model may fall short in today’s markets—and how SAM is taking a different approach.

✔ Income, Stability, and Opportunity – A look at our newly launched strategy focused on generating income, reducing volatility, and uncovering overlooked areas in fixed income.

✔ Built for What’s Ahead – How active management and thoughtful positioning can help navigate today’s evolving market landscape.

Austin Root is the Chief Investment Officer at Stansberry Asset Management, where he oversees the development and management of investment strategies across all portfolios. He brings extensive experience from his previous roles as Director of Research at Stansberry Research and portfolio manager for Stansberry Portfolio Solutions.

Before joining SAM, Austin co-founded North Oak Capital, a New York-based hedge fund backed by Julian Robertson and Tiger Management. He also held senior investment roles at SAC Capital Advisors, D.F. Dent & Company, and began his career at the Blackstone Group. Austin holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia. Austin resides in Maryland with his wife and three kids and enjoys golf, exercise, card games, and, yes, spends even a lot of his free time learning about businesses and what makes them tick.

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.

Register for Our Upcoming Webinar:

Meet the Hosts

Austin Root

Mario Valente, CFA

Deputy Chief Investment Officer, Portfolio Manager

Watch Previous Webinars:

What-If's: A Family Financial Conversation

Gold and Inheritance: What You Should Know

Contact SAM: