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Laura kicks off the event with some opening remarks about the upcoming speakers and the launch of Diazo’s Concierge Services.
Justin shares the intentional curation of Diazo’s new Concierge Services and its impact for Diazo clients.
Carly introduces Schwab Charitable’s platform for Foundations and Donor-Advised Fund.
Eric speaks about examples of tax benefits, leveraging Schwab Charitable Donor-Advised Fund.
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 reviews CIM Group’s Real Estate and Credit offering.
Aliex discusses Tasty Brands Private Placement Offering for accredited investors.
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