Appleton Answers: Private Client Workshops

Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.

Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest.  Enjoy an informative luncheon and walk away with greater insight into the subject of the day.  We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

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An Introduction To Alternative Investments: iCapital and Vintage Fund VI

June 9, 2022 @ 4:00 pm - 5:00 pm

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.

Details

Date:
June 9, 2022
Time:
4:00 pm - 5:00 pm
Website:
https://attendee.gotowebinar.com/register/3080923263785847819

Venue

Appleton Partners
One Post Office Square
Boston, MA 02109 United States
Phone:
800.338.0745
Website:
https://www.appletonpartners.com

Organizer

Appleton Partners
Phone:
800.338.0745
Email:
mwhite@appletonpartners.com
Website:
https://www.appletonpartners.com