Oct 16, 2024 | CAIS E1 | Guest: Dave Donahoo, CFA, Head of US Wealth Management, Franklin Templeton

Dave gives a “mini-masterclass” on secondaries. These are an interesting (and very efficient) way for RIAs to get diversified access to private equity. Worth a listen for any advisors looking at the space!
  • Jan 13, 2025
More: On Location
Oct 13, 2025 | CFP Connections (Chicago) E7 | Guest: Kevin Keller, CAE, CEO, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E7 | Guest: Kevin Keller, CAE, CEO, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E6 | Guest: Lisa Davis, Chief Program Officer, CFP Board

Oct 13, 2025 | CFP Connections (Chicago) E5 | Guest: April Rudin, CEO, The Rudin Group

Oct 13, 2025 | CFP Connections (Chicago) E5 | Guest: April Rudin, CEO, The Rudin Group