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Making Alts More Accessible – Best Practices
November 30, 2022 @ 2:00 pm - 3:00 pm
Join us on Wednesday, November 30, at 2:00 pm EST for a panel webinar discussing some of the obstacles wealth advisors face when investing in Alts. The panel will be moderated by Richard Hillson of Hillson Consulting, and will feature 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. This panel will cover:
- Due Diligence
- Consolidated reporting
- Liability/regulatory risk
There will be time for audience questions. Register today to reserve your spot.
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 subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.