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Many RIAs use alternative investments, but far fewer have a formal, documented process behind them. Without the right structure, due diligence, and oversight, an alternatives program can create unnecessary risk for the firm and its clients.
Join Steve Ogrin of ALTSeek / Buttonwood Due Diligence Services for a practical webinar on how RIAs can build an alternatives program that is organized, repeatable, and built to stand up to client questions, compliance reviews, and real-world performance outcomes.
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