Latest Past Events
Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market
Join Kimberly Flynn from XA Investments at 2:00 pm EDT on Tuesday, October 24, 2023 as she host Susan McAndrews from Pantheon and Rob Watson from Destra Capital for a discussion of private credit and private equity opportunities in the interval fund market.
Differentiating Through Faith-Based Private Market Solutions
Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.
Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity
Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.

