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.
In this video, Gregory Hansell and Jason O’Donnell provide an overview of the Community Financial Institutions (CFI) Fund, a hedge fund that invests primarily in the common equity of publicly listed U.S. community banks.
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.
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.