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Events & Seminars
March 7, 2024

Join the Registered Investment Advisor Webinar

Join Paul Marino, Chris Hardy and Chris Gunderson on March 20th at 11am for our registered investment advisor webinar. The agenda includes:
  • Overview of the spectrum of Alt utilization among RIAs
  • Compliance considerations
  • Operational considerations
  • Technology and vendor stack
  • Investment due diligence
  • All of these leading to professionalization processes around Alts capabilities to grow high & ultra-high net worth client relationships

If interested, please register here: https://us06web.zoom.us/webinar/register/WN_c9N1eEVPQNKBroT7ohSLtQ