Concorde is pleased to announce that the conference agenda for the Concorde “Level Up” Conference for June 4-6 has been finalized. Please register now in order to secure your hotel and receive the best pricing on airfare. The conference registration, presenters, hotel accommodations, travel arrangements, and access to the private event on Comerica Park
A March 2017 article in The Wall Street Journal described the family office as an investment phenomenon. Indeed, the story referred to the co-investment practices of 15 of the United States’ wealthiest families ultimately growing into a network of 150 high-net-worth families. Family offices are what the article describes as “disruptive force” entities that are being “set
Concorde Investment Services CEO Jason Kavanaugh had the opportunity to talk with Real Assets Adviser about integrating and investing in technology for broker dealers. How do you think technology should be assimilated into the financial services? Check out the video to hear more.