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WEBINAR
Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage
September 9, 2021 @ 2:00 pm - 3:00 pmOn Thursday, September 9, we hosted a panel webinar featuring Bill Robbins, Chief Executive Officer of WealthForge, Drew Jackson, President & CEO of Concorde Investment Services, and James Brunger, Executive Vice President, National Sales from Capital Square. These industry experts discussed the importance of using automation to scale their alternative…
Panelist/s: Bill Robbins, James Brunger, Drew Jackson
On Thursday, September 9, we hosted a panel webinar featuring Bill Robbins, Chief Executive Officer of WealthForge, Drew Jackson, President & CEO of Concorde Investment Services, and James Brunger, Executive Vice President, National Sales from Capital Square. These industry experts discussed the importance of using automation to scale their alternative investment business and how it helps them create a competitive advantage in the space.
If you missed the webinar, watch it on demand by clicking the link below.
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.
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