Bridging Traditional Investing with Innovative Lending

Presented by

Gordon Crosbie-Walsh, EquitiesFirst; Lemuel Lee, BNP Paribas Wealth Management; Bernard Wai, Citi Private Capital Group

About this talk

Beyond traditional investing, what other avenues are available for capital seekers to utilize their holdings to generate additional income? How can non-recourse, non-purpose financing be woven into a private bank or EAM's offering to appeal to all of its client groups? What have been some of the more innovative ways to generate liquidity from clients’ assets developed over the past 18 months? From securities lending to private capital leverage, join our panel for a fascinating discussion on the most innovative ways to drive income for private bank and EAM clients, the demand for, and understanding of, alternative sources of liquidity, and clients’ appetite for risk using progressive capital.

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