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WEBINAR
Making Alts More Accessible – Best Practices
November 30, 2022 @ 2:00 pm - 3:00 pmModerator(s): Richard Hillson
Panelist(s): John R. Crosier, John B. Trevor IV, CFP®, Charles West, Ken Zupo
On Wednesday, November 30, Blue Vault hosted a panel webinar discussing some of the obstacles wealth advisors face when investing in Alts. The panel was moderated by Richard Hillson of Hillson Consulting, and featured John Crosier of Aspen Capital Management, John B. Trevor of Parsons Capital Management, Inc., Charles West of Endurance Financial, and Ken Zupo of Whitehall-Parker Securities. The panel covered:
- Custody
- Due Diligence
- Billing
- Consolidated reporting
- Liability/regulatory risk
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is 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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