On June 14, 2017, Elyse Foster, CFP® moderated a panel titled “Opportunistic Alternative Investing” at the Private Wealth Mountain States Forum held in Denver. This yearly, invitation only, day-long investor education and professional networking event was attended by many large family offices, registered investment advisors, private banks and wealth management firms. They were able to delve into the issues and strategies surrounding asset allocation and asset protection specific to the high-net-worth community of the Mountain States region.
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