Past Meetup

THINK: Alternative Financing Strategies – Securities Based & Tailored Lending

This Meetup is past

36 people went


You asked for alternatives to the traditional bank loans and for commercial lines of credit accessible to everyone... So we have 2 great speakers for our next quarterly meeting you don't want to miss!

Our Speakers are:

Haider Sharifi is a Certified Financial Planning professional at Morgan Stanley. He advises clients in comprehensive wealth management strategies, including alternative assets and financing strategies.

Jim Frangenberg is a Private Banker at Morgan Stanley. He works closely with Morgan Stanley clients specializing in strategies ranging from real estate financing, to lines of credit, to cash management and banking services

You are encouranged to bring a guest and introduce them to our wonderful forward thinking group but PLEASE Remember to RSVP!!!