Webinars

Webinars

Upcoming Webinars

May 16 @ 2:00 pm - 3:00 pm

Where Are We in the Economic Cycle?

ExchangeRight Managing Partner Joshua Ungerecht will present an overview of the macroeconomic cycle along with data about how various asset…

Joshua Ungerecht: | Presenter

May 22 @ 2:00 pm - 3:00 pm

Farmland: Why this Uncorrelated Asset Class Belongs in your Portfolio

Join Gold Leaf executives, Brandon Rebiero, Co-Founder & Head of Farming and Josh Guggenheim, VP of Acquisitions, and wealth advisor…

Brandon Rebiero: | Panelist
Josh Guggenheim: | Panelist
Scott Pilchard: | Panelist

June 13 @ 2:00 pm - 3:00 pm

High Yield and Alpha in CLOs

Oxford Funds, LLC is one of the longest running, most active, and largest specialists in the market. They bring their…

Jonathan Cohen: | Speaker

Past Webinars

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

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

October 26, 2023 @ 2:00 pm - 3:00 pm

Gold Leaf: A Modern Farming Company

Hear from Gold Leaf executives - Jack McCarthy, Co-Founder & CEO, Brandon Rebiero, Co-Founder and Head of Farming, and Josh…

Jack McCarthy: | Presenter
Brandon Rebiero: | Presenter
Josh Guggenheim: | Presenter

October 24, 2023 @ 2:00 pm - 3:00 pm

Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market

Join Kimberly Flynn from XA Investments, as she hosts Susan McAndrews from Pantheon and Rob Watson from Destra Capital for…

Kimberly Flynn, CFA: | Moderator
Susan McAndrews: | Panelist
Robert A. Watson, CFP®: | Panelist

October 19, 2023 @ 2:00 pm - 3:00 pm

Differentiating Through Faith-Based Private Market Solutions

On Thursday, October 19, Micky Reeves, Senior Wealth Advisor with EverSource, and Daniel Phillips, Director of Investments at EverSource shared…

Daniel Phillips: | Presenter
Micky Reeves: | Presenter

October 18, 2023 @ 2:00 pm - 3:00 pm

Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity

How well do you understand Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) and how these accounts…

Jim Schlager, CFP: | Presenter
Michael Schulman: | Presenter

October 11, 2023 @ 2:00 pm - 2:30 pm

“Ask Us Anything” Marketing to Help Raise Capital for Alternative Investment Sponsors

Ever thought about the marketing hurdles you face and wished you could get answers directly from experts? Want to know…

Cherie Fournier: | Host
Alise Lucero: | Host

September 28, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at Bluerock

On Thursday, September 28, Luke Schmidt, from the Blue Vault Research Team reviewed the data and metrics to paint an…

Luke Schmidt: | Presenter
James Sprow: | Presenter

September 19, 2023 @ 2:00 pm - 3:00 pm

Opportunities Abound in the Growing Interval Fund Market

Kim Flynn of XA Investments hosts Josh Hoffman, Managing Director at Bluerock and Jeremy Held, Managing Director of Bow River…

Kimberly Flynn, CFA: | Host
Josh Hoffman: | Presenter
Jeremy Held: | Presenter

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