Breakfast & Brainstorm Topics
Table 11
Keri Pugh, CFP, AIF
Building Your Business and Telling Its Story
Table 12
Michael Hall
Jorge Padilla, CFP
Alts: What to Do When Things Go Wrong
Table 13
Larry Barocas, CPWA, CRPS
The Fine Details of Constructing an Alts Portfolio
Table 18
Scott Pilchard, AIF
When Investors Want Out
Table 19
Chad Clark
How I Choose Alts Fund Managers
Table 20
Mark Wesson, CFP, CKA, MBA
Allocating for Impact: Allocations tools, considerations and values-based investing
Table 21
Pamela Jacobs, BS, CFP
Explaining Alts, the Benefits and Risks, to Your Clients
Table 26
Michael Ginsberg, JD, CFP
The Power of Using Alts to Structure Stable Retirement Income Plans
Table 27
Fred Hubler, MBA, CWS
How Alts can 10x Your Practice, Help Separate You from the Crowd and be Invaluable to Your Clients
Table 28
Dee Morgan
Growth Through Acquisitions