Private Wealth Presentation

CFA Society of Columbus June 16, 2020 presented by Andrew P. Doup + Clint Edgington, co-founder of Nest Opportunity Fund

Andrew joined Clint Edgington, co-founder of Nest Opportunity Fund, for the CFA Society of Columbus’s private wealth event where they covered a variety of topics including how to use to build your business by gathering more of your current client’s assets, fund selection, trading and rebalancing, due diligence structure, and more.