WEBINAR

How My Practice Changed by Incorporating Alts
August 9, 2023 @ 2:00 pm - 3:00 pm
Moderator(s): Stacy Chitty
Panelist(s): Brian Evans, CPA / PFS, Warren Thomas
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How My Practice Changed by Incorporating Alts

August 9, 2023 @ 2:00 pm - 3:00 pm

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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

Stacy Chitty
Managing Partner Blue Vault Moderator

Brian Evans, CPA / PFS
Principal | Wealth Manager Madrona

Warren Thomas
Managing Partner ExchangeRight

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