by Excelsior Capital | Sep 21, 2020 | Resources, Webinars
The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to know about.” [Webinar] The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to...
by Excelsior Capital | Sep 5, 2020 | Resources, Webinars
How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) [Webinar] How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) What is an ESOP? And what benefits can it provide...
by Excelsior Capital | Aug 28, 2020 | Resources, Webinars
Post-Election Family Business Planning How should business owners approach the uncertainty of this election season? [Webinar] Post-Election Family Business Planning As many businesses have finally begun to re-stabilize after the staggering effects of COVID-19,...
by Excelsior Capital | Aug 11, 2020 | Resources, Webinars
Alternative Asset Investment Opportunities to Diversify Your Portfolio As America continues to reopen its economy and the promise of a vaccine becomes more of a reality, you might be wondering if clarity increased in the markets? [Webinar] Alternative Asset Investment...
by Excelsior Capital | Jul 26, 2020 | Resources, Webinars
The State of the Debt Markets What were lending terms pre COVID and how were they affected by COVID? [Webinar] The State of the Debt Markets On July 23, Sam Peacock, VP of Investments and Asset Management for Excelsior Capital, moderated a conversation with Stephen...
by Excelsior Capital | Jul 15, 2020 | Resources, Webinars
The Future of AI in Real Estate – How to Leverage the Data that Matters As we’ve seen more and more investors, funds and family offices starting to move away from manual processes to manage their real estate investments [Webinar] The Future of AI in Real Estate – How...