Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
WEBINAR
Why Advisors Use Alts Series 4: Real Investing Strategies from Real Advisors
November 17, 2021 @ 2:00 pm - 3:00 pmPart four in our “Why Advisors Use Alts” Series took place on Wednesday, November 17, featuring a panel with John W. Kneisley, Managing Director of Prospect Capital Corporation, Geoff Flahardy, Director of National Accounts and Private Placement Specialist with ExchangeRight, Todd Halterman, Business & Tax Mitigation Consultant with Centaurus Financial,…
Panelist/s: John W. Kneisley, Geoff Flahardy, Todd Halterman, Frederick E. Hubler, Jr.
Part four in our “Why Advisors Use Alts” Series took place on Wednesday, November 17, featuring a panel with John W. Kneisley, Managing Director of Prospect Capital Corporation, Geoff Flahardy, Director of National Accounts and Private Placement Specialist with ExchangeRight, Todd Halterman, Business & Tax Mitigation Consultant with Centaurus Financial, Inc., and Frederick E. Hubler, Jr., President & Chief Wealth Strategist of Creative Capital Wealth Management Group. They discussed how they incorporate Alts in their portfolios, how they discuss them with clients and much more.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Elite Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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