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ADDITIONAL RESOURCES

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UNDERSTANDING OPPORTUNITY ZONES

Qualified Opportunity Zone Funds join an increasingly popular group of tax-advantaged investments that may allow investors to defer or avoid capital gains. 

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STRAIGHT THROUGH PROCESSING 

Emerging technology solutions can pave the way for an improved alternative investment experience that benefits sponsors and advisors, their investors, and third-party participants.

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SHOULD I BUILD MY OWN BROKER-DEALER?

It is important to consider engaging a broker-dealer when selling securities. Learn more about the pros and cons of  creating your own internal broker-dealer or outsourcing.

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