WHEN: Tuesday, June 4th at 10a PST/1p EST Join Steve Ogrin from Buttonwood Due Diligence as he dives into what it means to do on-going due diligence on alternative investments. Particularly the private offerings. We'll discuss: *What is on-going due diligence *Should you have on-going due diligence on your alternative investments *What defines a thorough on-going due diligence process *Creating a defensible process for the regulators *Q&A at the end to answer your pressing questions Who: Broker Dealers, Registered Investment Advisors, Registered Representatives, Financial Advisors, Managing Broker Dealers, and Family Offices. Pretty much anyone involved in looking at alternative investments! *Sponsors/Fund Managers/Service Providers are welcome to join too! Join us Tuesday, June 4th at 10a PST/1p EST for this informative webinar. Registration and information link is in the comments and below ⬇ https://lnkd.in/gQ2N3TRs #alternativeinvestments #duediligence #brokerdealers #RIA #financialadvisor #registeredrepresentative #investmentadvisor #familyoffice
Buttonwood Due Diligence’s Post
More Relevant Posts
-
Director of Business Development at Buttonwood Due Diligence * Entrepreneur * Mom * Master Juggler of Too Many Schedule
Join us on Tuesday, June 4th at 10a PT/1p ET for the first in a series of educational webinars. If you haven't had a chance to talk with Steve Ogrin before, you're missing out! Go here to learn more and to register - https://lnkd.in/gGQKbA7i Buttonwood Due Diligence #alternativeinvestments #duediligence #investmenteducation
On-going Due Diligence. It's been a buzz word for a while now. But what does it mean? Especially when it comes to private offerings in alternative investments. Join us for this webinar featuring Steve Ogrin from Buttonwood Due Diligence as we dive into the question of what it means to do on-going due diligence. We'll discuss: *What is on-going due diligence *Should you have on-going due diligence on your alternative investments *What defines a thorough on-going due diligence process *Creating a defensible process for the regulators *Q&A at the end to answer your pressing questions Who: Broker Dealers, Registered Investment Advisors, Registered Representatives, Financial Advisors, Managing Broker Dealers, and Family Offices. Pretty much anyone involved in looking at alternative investments! *Sponsors/Fund Managers/Service Providers are welcome to join too! Join us Tuesday, June 4th at 10a PST/1p EST for this informative webinar. Registration and information link is in the comments below ⬇ #alternativeinvestments #duediligence #brokerdealers #RIA #financialadvisor #registeredrepresentative #investmentadvisor #familyoffice
-
-
Business Owners. Are you curious about leveraging private assets to propel your enterprise forward? Dive into this comprehensive article dissecting the four types of private investors. From capital infusion to strategic alliances, understanding these investor archetypes is crucial for navigating the private investment sphere with finesse. Don't miss out on this opportunity to gain valuable insights - click the link below to access the full article! #PrivateInvestors #BusinessInsights #InvestmentStrategy #Avantia
-
Global Growth Operator | Transformational Change Leader | Customer Experience | Operating Excellence | Team Builder & Coach
Recent regulatory shifts are reshaping the private equity landscape in the U.S. The U.S. Securities and Exchange Commission's (SEC) approval of new disclosure rules for fund managers signals a move towards enhanced transparency and integrity. My FTI Consulting Real Estate Solutions colleagues, Josh Herrenkohl and Connie Tirondola, delve into the challenges and adaptations, how these changes are reshaping the operational dynamics of private equity and the proactive measures and strategic partnerships essential for thriving in this evolving regulatory landscape. https://lnkd.in/es3wRnT8. #PrivateEquity #SECRegulations #FTIJournal #ExpertsWithImpact #FTIConsulting
New SEC Rules Enhance Compliance Efforts Fund Managers | Josh Herrenkohl and Connie Tirondola | FTI Consulting
fticonsulting.social
-
Stable will be at SuperReturn Private Credit US – with Erik Serrano Berntsen as the Day 2 Keynote with the one and only Sherrese Clarke Soares from HarbourView Equity Partners. They will bring the Founder journey to life and chat about all things private credit. Let us know if you’ll be attending SuperReturn in New York on November 6 and 7. If you are a Founder looking to build your own Private Credit investment firm – please get in touch. #legendsoftomorrow #privatedebt #privatecredit #privateequity #hedgefunds #emergingmanagers
-
-
Recent regulatory shifts are reshaping the private equity landscape in the U.S. The U.S. Securities and Exchange Commission's (SEC) approval of new disclosure rules for fund managers signals a move towards enhanced transparency and integrity. My FTI Consulting Real Estate Solutions colleagues, Josh Herrenkohl and Connie Tirondola, delve into the challenges and adaptations, how these changes are reshaping the operational dynamics of private equity and the proactive measures and strategic partnerships essential for thriving in this evolving regulatory landscape. https://lnkd.in/eB8YsTyd. #PrivateEquity #SECRegulations #FTIJournal #ExpertsWithImpact #FTIConsulting
New SEC Rules Enhance Compliance Efforts Fund Managers | Josh Herrenkohl and Connie Tirondola | FTI Consulting
fticonsulting.social
-
Recent regulatory shifts are reshaping the private equity landscape in the U.S. The U.S. Securities and Exchange Commission's (SEC) approval of new disclosure rules for fund managers signals a move towards enhanced transparency and integrity. My FTI Consulting Real Estate Solutions colleagues, Josh Herrenkohl and Connie Tirondola, delve into the challenges and adaptations, how these changes are reshaping the operational dynamics of private equity and the proactive measures and strategic partnerships essential for thriving in this evolving regulatory landscape. https://lnkd.in/eZPDTu8a. #PrivateEquity #SECRegulations #FTIJournal #ExpertsWithImpact #FTIConsulting
New SEC Rules Enhance Compliance Efforts Fund Managers | Josh Herrenkohl and Connie Tirondola | FTI Consulting
fticonsulting.social
-
Joseph Latini, our Chief Commercial Officer, recently shared his views about the future of the global alternatives market, the growing operational challenges the industry is facing, and the steps fund managers and their trusted partners must take to succeed, in an interview for the The Drawdown's Fund Admin Report 2024. Read the interview here: https://lnkd.in/eVuQ9Ksh #APartnershipbBuiltAroundYou
-
-
Senior Managing Director | Leader of Real Estate Tax Advisory, Real Estate Solutions at FTI Consulting
Recent regulatory shifts are reshaping the private equity landscape in the U.S. The U.S. Securities and Exchange Commission's (SEC) approval of new disclosure rules for fund managers signals a move towards enhanced transparency and integrity. My FTI Consulting Real Estate Solutions colleagues, Josh Herrenkohl and Connie Tirondola, delve into the challenges and adaptations, how these changes are reshaping the operational dynamics of private equity and the proactive measures and strategic partnerships essential for thriving in this evolving regulatory landscape. https://lnkd.in/ebRyPZB6. #PrivateEquity #SECRegulations #FTIJournal #ExpertsWithImpact #FTIConsulting
New SEC Rules Enhance Compliance Efforts Fund Managers | Josh Herrenkohl and Connie Tirondola | FTI Consulting
fticonsulting.social
Learn more and register to attend at https://us06web.zoom.us/webinar/register/8817164956270/WN_2R_3WHTRSFCPaq8EcNm2iQ