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
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Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac

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Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech

Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech

Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group

Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group