Name: Why Alts Sponsors Need a Managing Broker-Dealer
Start: 2023-11-07T14:00:00-05:00
End: 2023-11-07T15:00:00-05:00

WEBINAR

Why Alts Sponsors Need a Managing Broker-Dealer

November 7, 2023 @ 2:00 pm - 3:00 pm

WealthForge’s Michael Roman, Managing Director, MBD Services, and Jim Raper, Chief Compliance Officer, share how WealthForge is different and and much more.

Presenter(s): Michael Roman, Jim Raper

Join WealthForge executives - Michael Roman, Managing Director, MBD Services, and Jim Raper, Chief Compliance Officer - to get to know WealthForge, an industry leading Managing Broker-Dealer focused exclusively on alternative investments. They talk with Stacy Chitty about what makes WealthForge unique, what kind of services they provide, how WealthForge is different and what's ahead.

Watch Now

Please note: This webinar is restricted to asset managers, wealth advisors, broker dealers, and Blue Vault members. It is not intended for the general public.

The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.

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.

Featured Speakers

Michael Roman

Managing Director, MBD Services WealthForge

Jim Raper

Chief Compliance Officer WealthForge

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