When Kenny and I started West Loop Ventures, we had three things we wanted to accomplish. Obviously, making money for our LPs and ourselves was a goal. But the two other goals were different.
One of them was to educate the community about issues in B2B Fin Tech. We have hosted two events in the past around these issues. Now we are participating in a third hosted by CFX. Getting information to the community about B2B Fin Tech issues will help entrepreneurs think about them and build companies around them. This is important to us.
I am going to moderate a discussion on some cutting edge issues in Fin Tech on Sep 13. Click on the register link to see who will be coming. I hope you can come. It’s at MakeSpace in Chicago. We are going to be discussing some cutting edge events in B2B Fin Tech. Some of it will surround financial advisors. Here are the details.
From Financial Advisor to Modern Day Hero
Wed, September 13, 2017, 5:30 PM – 8:30 PM CDT
Date and Time
Wed, September 13, 2017
5:30 PM – 8:30 PM CDT
MAKE Offices, River North
350 N Orleans St
Chicago, Illinois 60654
In the last few years, investment technology has become a top recommendation for financial advisor intelligence. But how does that manifest into a happy relationship with clients?
Join us Sept.13 for a thought-provoking panel discussion on alternative investing and technology’s evolving role in elevating the financial advisor-client relationship. Learn firsthand how this trend is transforming financial advisors into modern day heroes.
- Options for using technology to streamline the overall alternative investing process
- Perspective automation for increasing sales and workplace efficiency
- Benefits of increased reporting transparency aiding in better investment decisions
Refreshments and take-home research provided.
5:30-6 p.m. Networking
6-7 p.m. Panel Discussion with Q&A
7 p.m. Networking Resumes