Diazo Mid-Year Update 2023

June 27th, 2023

We at Diazo would like to thank all of our speakers and attendees of our first annual Mid-Year Update. We covered an array of topics -- Diazo's launch of Concierge Services, a Market Update for the first half of 2023, and insight into a few investment solutions offered by our partners. Please enjoy the videos below, as we have broken them out by subject for convenience to watch any parts of the presentation you specifically feel warrant a deeper dive.


Laura Long, CEO | Diazo LLC

Laura kicks off the event with some opening remarks about the upcoming speakers and the launch of Diazo’s Concierge Services.

Justin J Long CFP®, Lead Advisor | Diazo LLC

Justin shares the intentional curation of Diazo’s new Concierge Services and its impact for Diazo clients.

Carly Greenfield, Senior Manager, Business Development | Schwab Charitable

Carly introduces Schwab Charitable’s platform for Foundations and Donor-Advised Fund.

Eric Joranson, Sr. Manager, Charitable Strategies Group | Schwab Charitable

Eric speaks about examples of tax benefits, leveraging Schwab Charitable Donor-Advised Fund.

Mark Corcoran CFA®, OCIO | Innovative Asset Solutions LLC

Mark Corcoran addresses the first half of 2023’s market conditions, a look forward into the coming quarters, and Diazo’s overall investment philosophy.

Joseph Tantarelli, Senior Vice President, Private Wealth Partners | CIM Group

Joseph reviews CIM Group’s Real Estate and Credit offering.

Aliex Parker, Vice President, Northeast Markets | Triton Pacific Securities, LLC

Aliex discusses Tasty Brands Private Placement Offering for accredited investors.

Click below to view more pictures or submit feedback!

View more Feedback