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

Chuck took full advantage of this time to pick Dayna’s brain about the different “segments” within the Private Credit landscape. In particular, Dayna shared some very actionable information about how and why advisors need to diversify their exposure to alts.
  • 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 E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST

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

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.