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CIM Envision Riskalyze WealthForge Webinar Technology Series

How Technology Has Forever Changed the Landscape for Advisors Using Alts

November 14, 2019 @ 2:00 pm - 3:00 pm

Angie Fisher, Moderator | Mike Huisman, Panelist | Michael Page, Panelist | Kevin Zwick, Panelist

This on-demand webinar is the next installment in the Blue Vault Technology Series with a panel of industry experts discussing how technology is advancing alternative investments. Moderated by Angie Fisher of CIM Group, the panel includes Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalize, and Kevin Zwick of WealthForge. 

The presentation includes discussions about the following:

  • Addressing and improving client risk assessments
  • Different processes for investing in various alternatives
  • Improvements in the ways advisors invest in alternatives
  • How tech and automation are impacting the space

Download the slides here. 

 

Speakers
Angie Fisher
Vice President, Operations, Strategic Planning & Projects CIM Group

Mike Huisman
Head of Alternative Product Solutions Envision Financial Systems, Inc.

Michael Page
Director of Risk and Methodology Riskalyze

Kevin Zwick
Head of Sales WealthForge

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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.