In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
WEBINAR
The Move to Data and Digital: What’s your end game?
November 12, 2020 @ 2:00 pm - 3:00 pmPanelist (s): Michael Huisman, Chris Shaw, Brad West
This on-demand webinar features Michael Huisman of UMB, Chris Shaw of SS&C, and Brad West of AIX. There will be time for audience questions.
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Past Webinars
December 3 @ 2:00 pm - 3:00 pm
Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients
As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens…
November 19 @ 2:00 pm - 3:00 pm
Be a Hero! Save Your Client’s Taxes with DSTs
You've probably heard about Delaware Statutory Trusts (DSTs) and their purported tax benefits, but have you taken advantage of them…
November 12 @ 4:00 pm - 5:00 pm
Inside the Fiduciary Mindset: How Top Sponsors Strengthen Investor Confidence
Even the best investment strategies can face unexpected challenges — market shifts, project setbacks, or performance shortfalls that test investor…
November 5 @ 2:00 pm - 3:00 pm
Timely Tax Strategies for the Assessor-Averse Wealth Advisor
When it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for…
November 4 @ 2:00 pm - 3:00 pm
Taming the Tiger: A Multi-Strategy Approach to Lowering Volatility with Alternative Investments
Alternative investments can help boost portfolio returns and reduce volatility—even in a down market. Watch this timely discussion exploring how…
