Bob helps elite institutions and sophisticated audiences make sense of the profoundly disruptive forces shaping the economy and the investment industry… and to develop practical strategies that respond. He blends unique perspectives — a product of legal, finance, and technology careers — with a high energy style and a passionate dedication to the success of his listeners and clients. Learn More
Delivering Private Investments to the Individual Market: A Business and Legal Guide
A class for executives and lawyers of private investment fundsLearn more and Register
Up to 9 hours CE of Legal and FINRA credits possible.