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Investors and their advisors are increasing their attention to private investments. Many economists look at today’s financial markets and speculate that a correction is coming and that the bull market will soon slow, or has already substantially begun to correct, as to US and international equities. Our partners at IMS note that investments backed by commercial real estate continue to be a significant percentage of the overall investment allocation for their clients’ investor networks.
It is imperative for advisors to stay on top of changing investment trends and the research that supports them in order to help clients to make appropriate decisions about their portfolios. Yet, many advisors cite numerous barriers to incorporating private securities into client portfolios. Our expert panel takes a deep dive into overcoming some of these hurdles in “Managing Private Investments.”
This panel will answer your questions as well as discuss how to manage:
- Due diligence
- Compliantly administering the subscription process
- The timing and understanding of securities reporting
- Transparency, on-demand access, and education
Ron Rossi, Investor Management Services, learn more at https://www.investormanagementservices.com/
Steve Katcher, Chalice Wealth Partners, learn more at https://www.chalicefn.com/
Aaron Pollak, VENTURE.co, learn more at https://www.venture.co/