Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial

Chuck’s recording LIVE at The CAIS Summit in Beverly Hills. In this segment, Chuck catches up with Lane MacDonald, CIO of SCS Financial to discuss: 👉 Going independent does NOT mean going alone. How can RIAs leverage an OCIO to help manage ALTs…
  • Jun 29, 2026
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners

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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E4 | Guest: Eddy Augsten, President, Concurrent Asset Management

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E4 | Guest: Eddy Augsten, President, Concurrent Asset Management