Panel discussion with RAD Diversified’s partner vendors and Dutch Mendenhall at the 2023 Invest Wealth Summit in Tampa, FL. Learn from seven seasoned investment professionals as they provide advice to answer the audience’s investment questions.
Alden Investment Group CEO Lee Calfo discusses the broker-dealer’s history, mission, values, and client base. He also shares what the firm looks for in a fund manager and explores industry trends, such as technology and regulation.
Alden’s Laura DeGraff (CMO), Lee Calfo (CEO), and Charles Hicks (financial representative) speak with Peter Scully, president of BancList.com, about the SmartShare product.
HedgeDirect gives community banks the ability to deliver fixed rate loan financing, enhance fee income revenue, and manage interest rate risk – without the complexity of acting as a derivatives counterparty.
Alden CEO, Lee Calfo, discusses the solutions Alden offers to the financial community as fee-based or non-interest income business through wealth advisor partnerships.
