Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST

There are many ways to “go RIA” and there are also many ways RIAs run their business. Mike shared how Captrust helps RIAs leverage Captrusts’ systems and processes to free up their time to focus on growth.
  • Jan 13, 2025
More: On Location
Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital

Oct 16, 2024 | CAIS E2 | Guest: Luke Doedtman, CFP®, Certified Financial Planner, Brücke Financial, Inc.

Oct 16, 2024 | CAIS E2 | Guest: Luke Doedtman, CFP®, Certified Financial Planner, Brücke Financial, Inc.