WEBINAR

How Technology Has Forever Changed the Landscape for Advisors Using Alts

November 14, 2019 @ 2:00 pm - 3:00 pm

Moderator(s): Angie Fisher

Panelist(s): Mike Huisman, Michael Page, Kevin Zwick

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How Technology Has Forever Changed the Landscape for Advisors Using Alts

November 14, 2019 @ 2:00 pm - 3:00 pm

This on-demand webinar is the next installment in the Blue Vault Technology Series with a panel of industry experts discussing how technology is advancing alternative investments. Moderated by Angie Fisher of CIM Group, the panel includes Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalize, and Kevin Zwick of WealthForge.

The presentation includes discussions about the following:

Addressing and improving client risk assessments
Different processes for investing in various alternatives
Improvements in the ways advisors invest in alternatives
How tech and automation are impacting the space

Download the slides here.

Details

Date: November 14, 2019
Time:
2:00 pm - 3:00 pm
Event Categories: Cim Group, Envision Financial Systems, Riskalyze, Wealthforge, Webinars
Website: https://attendee.gotowebinar.com/register/4054133969493414924?source=web

Organizer

Blue Vault
Phone 877-256-2304
Email info@bluevaultpartners.com

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

Angie Fisher

Vice President, Operations, Strategic Planning & Projects CIM Group

Mike Huisman

Head of Alternative Product Solutions Envision Financial Systems, Inc.

Michael Page

Director of Risk and Methodology Riskalyze

Kevin Zwick

Head of Sales WealthForge

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