Bill Hortz

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Investing In The Pivotal $900 Billion Compliance Carbon Market

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Luke Oliver of Krane Fund Advisors discusses the evolving carbon marketplace and the unique investment opportunities this area represents.

Exploring A Real Estate Niche In The Private Credit Markets

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Zach Murphy of Pender Capital discusses investing opportunities in the specialized private credit market.

Structured Product Solutions For Managing Capital And Risk

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Learn how to deploy structured products for portfolio investment and risk management.

Strategically Designing A Trusted Retail Investor And Advisor Community

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Brian Thorp of Wealthtender on how he designed his online platform and his thoughts on further expanding financial literacy and engagement for the financial services industry.

Designing A Generative AI Assistant For Private Markets

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Helix by HL is a new AI-powered private markets investing platform designed to help revolutionize private markets investing for retail clients.

A Nuanced Macroeconomic Approach To Investing

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Bryan Novak of Astor Investment Management discusses how he and his team keep their finger on the pulse of the economy and translate economic information into investing insights.

The Sowell Way--A Modern Turnkey Strategy For Independent Advisors

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Financial advisors desire for independence has been growing steadily and creating a very dynamic industry landscape.

The ‘Shadow' Caregiving System And Economy

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Many families and their financial advisors are unfamiliar with the evolving needs involved in short-term, extended or long-term care until it is too late.

Next Steps For Wealth Management Technology

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The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems.

Engineering Innovation By Focusing On People

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Chang Industrial founder Matthew Chang discusses his human-centered approach to deploying new technologies with a strong bias towards the future.

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