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Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage
September 9, 2021 @ 2:00 pm - 3:00 pm
On Thursday, September 9, we hosted a panel webinar featuring Bill Robbins, Chief Executive Officer of WealthForge, Drew Jackson, President & CEO of Concorde Investment Services, and James Brunger, Executive Vice President, National Sales from Capital Square. These industry experts discussed the importance of using automation to scale their alternative investment business and how it helps them create a competitive advantage in the space.
If you missed the webinar, watch it on demand by clicking the link below.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.