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
506(c) Best Practices
June 15, 2022 @ 2:00 pm - 3:00 pmThis webinar took place June 15, featuring a panel discussing 506(c) best practices. The panel included Deborah S. Froling, Partner with Kutak Rock LLP, Sean Raft, Partner, CAO and General Counsel with Urban Catalyst, and Louis J. Rogers, Founder and CEO of Capital Square. They review the basics of a…
Moderator/s: Stacy Chitty
Panelist /s: Deborah S. Froling, Sean Raft, Louis J. Rogers
This webinar took place June 15, featuring a panel discussing 506(c) best practices. The panel included Deborah S. Froling, Partner with Kutak Rock LLP, Sean Raft, Partner, CAO and General Counsel with Urban Catalyst, and Louis J. Rogers, Founder and CEO of Capital Square. They review the basics of a 506(c) offering and what the advantages are versus a 506(b) offering. They cover some of the most common concerns they encounter, as well as some of the best practices relating to 506(c).
Register today to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and 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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