We created this event specifically to help advisers understand the ins and outs of alternative assets and how to integrate this type of investments to their clients’ portfolios.
During this event, we’ll take a deep dive into the different asset classes and the risks associated with each of them, due diligence, compliance, valuation and other topics that will help advisers navigate alternative assets more easily.
Here’s what you’ll get from this event:
- Insights into the alternative asset world via Entrust’ session, who’s been working
with these types of investments for nearly 40 years
- Learn from Darren Whissen’s experience managing alternative assets for his clients
- Get an opportunity to network with peers during our mixer
Feel free to reach out with any questions by calling us at 949-335-6391 or emailing Rachel Tokuoka, the event coordinator at email@example.com.
Dates: November 7, 2019
Venue: The Westin Fort Lauderdale Beach Resort
Location: Fort Lauderdale, FL