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The Continued Evolution of Portfolio Diversifying Investments

Regulatory and market pressures have combined to spur innovation within portfolio diversifying investments. This call examines the expanding universe of client options for real estate, credit and energy investment.

In innovative environments due diligence remains a central tenet to risk mitigation and client protection. We will consider the multi-faceted aspects of due diligence in each area and how product structure affects client outcomes.

Listen to Recording:

Panelists:

Catherine Bowman, Partner, The Bowman Law Firm, LLC
Deborah Froling, Partner, Kutak Rock, LLP
Moderator: Chari Graham, COO, FactRight, LLC

Date

Nov 30 2023

Time

Eastern
2:00 pm - 3:00 pm