Chris Paganelli's guest appearances

Chris Paganelli

Opportunity Zones & Private Equity Show

Kira Golden

Rachel Reilly

Chris Montgomery

David Kessler

Michelle Thompson

Steve Schneider

Patrick McKenna

Steve Glickman

Brandon Lacoff

Chris Cooley

Scott Turner

Josh Childress

Gabriel Fernandez

Adam Stone

Jonathan Miller

OwlTail

What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management. Stifel launched a qualified opportunity fund earlier this month. Show notes and transcript on OpportunityDb.com

What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management. Stifel launched a qualified opportunity fund earlier this month. <a href="https://opportunitydb.com/2019/04/chris-paganelli-021/" rel="nofollow" target="_blank">Show notes and transcript on OpportunityDb.com</a>

How to Assess Opportunity Zone Funds, with Chris Paganelli (Episode #22)