At Appleton Partners, we seek to offer a diverse range of solutions to meet our clients’ wealth management needs and are excited to introduce alternative investments. This webinar will discuss the private markets, how alternative strategies can fit into your asset allocation, and introduce iCapital and Vintage Fund VI. We hope you can join us to learn more about this opportunity.

*All investors in the Vintage Fund must be considered Qualified Purchasers. A Qualified Purchaser is typically an individual or business with $5 million or more of investments.

Speakers:
Ryan Van Goens, Managing Director, Private Funds
iCapital Network

Jason Cook, CFA, Vice President, Research Analyst
Appleton Partners, Inc.

Moderator:
James M. O’Neil Jr., Esq., AEP, Managing Director of Private Client Services
Appleton Partners, Inc.