Jim Sumpter, CFP®, MT’s Post

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Founder and CEO at CMC Financial | Podcast Host of The Financial Puzzle Playbook

How do pensions and endowments invest? Most are using alternatives…….learn how to invest using non correlated options…..diversification is key. We are super excited about this one!

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We are so excited to host an evening with Brian Pawlowicz!  Brian is a Senior Vice President with Capital Solutions Group with over 25 years of experience in the financial services industry.  We hope you can join us for a great dinner and a look at investment trends and insight into alternatives with Brian!   

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