December 22, 2017
IMN’s Alternative Investment Symposium – Securities Transfer Corp – With Matthew Smith
Matthew, COO of the firm, and a first-timer at this IMN conference, discusses the quality of attendees, the new relationships they created from the conference and the nurturing of current realtionships. Matthew, COO of STC, a “Transfer Agent” providing transfer and back office solutions, discusses the role of a “Transfer Agent” and their importance to the industry.
IMCA Speaker – Advice for Wealth Managers from Jonathan Powell, Advisor Coach
NAAIM Conference – Steve Landis
ESG Strategy Investing – Gabelli Asset Management – with Christina Alfandary
About Author
BHaskin
Brian Haskin is the Founder and Publisher of DailyAlts and is also the CEO of Alternative Strategy Partners. Brian has more than twenty years of leadership experience in the asset management industry, and brings his passion and acumen for alternative investments to the implementation and ongoing development of the DailyAlts.com platform and its content.