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ON LOCATION
FPA E5: Sonya Dreizler, Co-Founder, Choir
Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.
Oct 02, 2023
More: On Location
Jan 13, 2025
On Location
Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group
Jan 13, 2025
On Location
Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital
Jan 13, 2025
On Location
Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST
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