Webinars

Upcoming Webinars

Past Webinars

Alternative Investment Due Diligence Considerations for Advisors November 15, 2023 @ 2:00 pm - 3:00 pm

Alternative Investment Due Diligence Considerations for Advisors

Effective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law…
Catherine Bowman, Esq.
| Panelist
Jacob Heidkamp, JD, MBA
| Panelist
Steve Ogrin, M.B.A.
| Panelist
A Deeper Look at CIM Group November 8, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at CIM Group

Join us on Wednesday, November 8, at 2:00 pm EDT for a deeper dive into CIM's offerings. James Sprow and…
James Sprow
| Presenter
Luke Schmidt
| Presenter
Why Alts Sponsors Need a Managing Broker-Dealer November 7, 2023 @ 2:00 pm - 3:00 pm

Why Alts Sponsors Need a Managing Broker-Dealer

Join WealthForge executives - Michael Roman, Managing Director, MBD Services, and Jim Raper, Chief Compliance Officer - to get to…
Michael Roman
| Presenter
Jim Raper
| Presenter
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