WealthForge Insights

Episode 4 - The Salesman: Part 1

Written by Alex Pauliukonis | Mar 5, 2024 5:32:12 PM

We are thrilled to bring you another episode of Forge in Focus, our podcast series where we delve into the minds and journeys of the team at WealthForge Securities, a leading Managing Broker-Dealer in the alternative investments space. This episode stars Michael Roman, the Managing Director of MBD Services, and is broken into three parts. In Part 1, our conversation takes us on an engaging exploration titled "Journey to the Center of the Alts Industry," where Michael shares his personal trajectory and insights into the dynamics of the ever-evolving alternative investments sector, and just how he found himself at the heart of it.

In conversation with Client Success Associate Alex Pauliukonis, Michael responds to a crucial question of the alternative investment world: "What is the holy grail of what sponsors are looking for in the alts industry?” Join us as Michael reflects on his journey, offering insights into the challenges and triumphs that have shaped his perspective. Gain exclusive access to the wisdom of a seasoned professional who has witnessed the evolution of the alts industry from many different points of view.

Whether you're a seasoned professional or just starting to explore the world of alternative investments, this episode is worth a listen.