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Making Alts More Accessible – Best Practices

November 30, 2022 @ 2:00 pm - 3:00 pm

Richard Hillson, Moderator | John R. Crosier, Panelist | John B. Trevor IV, CFP®, Panelist | Charles West, Panelist | Ken Zupo, Panelist

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:

  • Custody
  • Due Diligence
  • Billing
  • Consolidated reporting
  • Liability/regulatory risk 

There will be time for audience questions. Register today to reserve your spot.

Register Now 

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.

Richard Hillson
Founder Hillson Consulting

John R. Crosier
Investment Advisor Aspen Capital Management

John B. Trevor IV, CFP®
Managing Director Parsons Capital Management

Charles West
Founder Endurance Financial

Ken Zupo
Senior Vice President Investment Research Whitehall-Parker Securities

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.