Transforming Spending into Income: The Rise of Royalty Investing – Lincoln Financial – 9.8.26

Summary:

Market volatility is leading many investors to look beyond traditional stocks and bonds. Join us for an educational webinar on royalty investing — a revenue based approach used across a range of industries.

In this session, you’ll learn:

• What royalties are and how they generate ongoing revenue
• Why some investors consider royalties for portfolio diversification
• How royalty investments differ from traditional income strategies

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Tom Morelli joined Lincoln Financial as Vice President, Investment Distribution, where he supports the distribution of the firm’s suite of more than 100 sub advised variable insurance funds, mutual funds, model portfolios, and other investment solutions.

Prior to joining Lincoln, Tom served as Head of Wealth Management at T. Rowe Price, where he oversaw home office and field sales and the infrastructure supporting strategic relationships across broker/dealers, RIAs, banks, and platforms. During his tenure, the firm significantly increased sales and assets across a diversified product lineup, including mutual funds, separately managed accounts, ETFs, and alternatives. He brings more than 25 years of experience in investment distribution.

Stephen Otter is head of Private Markets Royalties with close to 20 years of industry experience. Stephen spent the first decade of his career working in Investment Banking in London and the last decade focused solely on royalty investing, of which the past 3 years he was running a royalty fund for PG3 AG (the family office of the founders of Partners Group). He holds a bachelor’s degree (first) in Economics from the London School of Economics.