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WEBINAR
How My Practice Changed by Incorporating Alts
August 9, 2023 @ 2:00 pm - 3:00 pmThis webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren Thomas of ExchangeRight. Brian and Warren share how they differentiated and grew their practices by offering alternative investments. These two industry veterans share their insight on the Alts industry and…
Moderator/s: Stacy Chitty
Panelist/s: Brian Evans, CPA / PFS, Warren Thomas
This webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren Thomas of ExchangeRight. Brian and Warren share how they differentiated and grew their practices by offering alternative investments. These two industry veterans share their insight on the Alts industry and their unique experience with the market.
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
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.
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