WEBINAR

Why Private Offerings Are So Critical for Your Clients
July 18, 2019 @ 2:00 pm - 3:00 pm
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…
Moderator/s: Kirk Montgomery
Panelist/s: Don Deans, Bill Leitner, Clive Slovin

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

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.

Featured Speakers

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

Recent

Most Popular

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now

Past Webinars