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1 min read

Episode 1 - Meet The CCO: Part 2

For the second installment of our debut Forge in Focus podcast episode, “Meet the CCO,” Chief Compliance Officer Jim Raper continues his conversation with Due Diligence Analyst Colin Berger to discuss current trends in private securities, including how recent economic forecasts are driving more interest in alternative investments:

“We do a lot of business in tax-advantaged, syndicated commercial real estate investment transactions [because] real estate is somewhat uncorrelated to overall market trends; real estate tends to perform better. Those are broad, general statements and an individual project may not follow that trend, and so it’s important to understand some of the attributes of the sponsor that brings the product to market, the actual demographics wrapped around that product, and then the overall investment objectives of what an investor may have for that.”

Listen to the full six-minutes of “WealthForge: What, Why and How?”—Part Two of Episode 1. Check out Part One if you missed it, and watch this space for the third and final installment!

HubSpot Video

 

1 min read

Episode 2 - Fintech FinOps: Part 1

We are excited to bring you another episode of Forge in Focus, our podcast series spotlighting the individuals that make WealthForge one of the most...

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3 min read

Successful Syndicate Administration with a MBD

WealthForge recently connected with Michelle Wiens, Vice President of National Accounts at Capital Square, to discuss the benefits of outsourcing...

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Episode 1 (Meet the CCO): Part 3

For the third and final installment of our debut Forge in Focus podcast episode, “Meet the CCO,” Chief Compliance Officer Jim Raper continues his...

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