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.
Diazo LLC is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Information presented is for educational purposes only and should not be regarded as a complete analysis of any topics discussed or as personalized financial advice.
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