Exceeding the Expectations of the Modern Investor

Exceeding the Expectations of the Modern Investor

An investment management firm is only as successful as its investor relationships, and investor expectations have changed. Investors receive on-demand experiences with other financial services, from insight-packed dashboards of their retirement accounts, to online payment systems, to having the stock market in their pocket. Join this discussion of experts to hear how you can optimize your business to impress and retain investors.

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Event Details

  • Start Date:

    Thursday, March 25, 2021 at 2:00pm EDT

  • End Date:

    Thursday, March 25, 2021 at 3:00pm EDT

  • Where:

    Live on Zoom
  • Add to calendar


  • Frank Spadafora

    CREtech Global Innovation Consulting Practice


  • Greg Boyleston

    AppFolio Investment Management

    Product Manager

  • Heath Binder

    LBX Investments

    Senior Vice President, Investor Relations

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