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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.
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Past Webinars
October 30 @ 2:00 pm - 3:00 pm
Exploring DSTs: Opportunities and Insights for Savvy Investors
Join us for an informative webinar, "Exploring DST: Opportunities and Insights for Savvy Investors," featuring industry experts Shawn O'Shaughnessy from…
October 16 @ 2:00 pm - 3:00 pm
Why Strong Underwriting is Essential
Watch "Why Strong Underwriting is Essential", a webinar focused on the critical role of meticulous underwriting in real estate investments…
September 25 @ 2:00 pm - 3:00 pm
Stable Income, Regardless of Rate Cuts
Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…
September 19 @ 2:00 pm - 3:00 pm
Mid-Year Alternative Investments Performance Update
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…
August 28 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
