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WealthForge Webinar AltsTech Series

Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage

September 9 @ 2:00 pm - 3:00 pm

Bill Robbins, Panelist | James Brunger, Panelist | Drew Jackson, Panelist

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.

Watch On-Demand 

Speakers
Bill Robbins
CEO WealthForge

James Brunger
Executive Vice President, National Sales Capital Square

Drew Jackson
President & CEO Concorde Investment Services

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.