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Leitbox Sixty West Webinar Educational Series

Why Private Offerings Are So Critical for Your Clients

July 18, 2019 @ 2:00 pm - 3:00 pm

Kirk Montgomery, Moderator | Don Deans, Panelist | Bill Leitner, Panelist | Clive Slovin, Panelist

Private offerings have completely evolved, and there are reasons they are instrumental for today’s skilled financial advisor.  Find out why by viewing this webinar, the first in a series of webinars on private offerings. Kirk Montgomery, Managing Partner of Kirk Montgomery Law, LLC and industry veteran, moderates a panel discussion featuring Don Deans of Sixty West, Bill Leitner of Leitbox Portfolio Partners, and Clive Slovin of The Strategic Financial Alliance, Inc.

Download the slides here

Kirk Montgomery
Managing Partner Kirk Montgomery Law, LLC Moderator

Don Deans
Director of National Accounts Sixty West Panelist

Bill Leitner
Founder Leitbox Portfolio Partners

Clive Slovin
President & CEO The Strategic Financial Alliance, Inc. Panelist

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.