Buttonwood Educational Webinar Series
Upcoming Webinars
Due Diligence Discussions:
Get the scoop on the latest DD reviews and BW thoughts
Who: Broker Dealers, Registered Investment Advisors, Registered Representatives, Financial Advisors, Managing Broker Dealers, and Family Offices.
When: Tentative mid-late September
Join us for a discussion of recent program and sponsor reviews, industry trends, items to watch, Q&A with BW analysts, and more. Calls will be scheduled regularly; mark your calendar so you don't miss it!
On-going Due Diligence on Alternative Investments:
Is Your Process Thorough Enough?
Day/Time TBD
Who: Broker Dealers, Registered Investment Advisors, Registered Representatives, Financial Advisors, Managing Broker Dealers, and Family Offices.
*Sponsors/Fund Managers/Service Providers are welcome to join too!
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 Buttonwood's Steve Ogrin as we dive into the question of what it means to do on-going due diligence. We'll discuss:
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What is on-going due diligence
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Should you have on-going due diligence on your alternative investments
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What defines a thorough on-going due diligence process
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Creating a defensable process for the regulators
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Q&A at the end to answer your pressing questions
Fill out the registration form above to be sent the webinar date/time and link when scheduled.