Guest speaker Jim Shulman from Elsinore Business Associates joins us to discuss ways to grow and retain your ideal client base by using powerful marketing strategies to successfully integrate private placements into your practice.

Episode 1: Growing Your Practice with Private Placements

Guest speakers Noah Greenbaum and Craig Truitt from Canal Capital Management join us to discuss how their firm successfully incorporates alternatives into client portfolios to provide risk-adjusted returns in a low growth environment.

Episode 2: Managing Private Equity as a RIA

In an industry that is notoriously slow to adopt new technology, increasing competition and changing client expectations makes it more important than ever for RIAs to leverage the efficiencies technology can provide. Guest speaker Mat Dellorso from WealthForge joins us to discuss how your firm can leverage technology to gain access to pre-vetted private offerings and allow investors to invest using fully-compliant investment technology.

Episode 3: How Advisors Can Take Advantage of Technology

Ways to Effectively Use Marketing to Attract Investors to Your Deals

RIAs and Private Investments: What Every RIA Should Know