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 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA

Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA

Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting

Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting

Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners

Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners