How to Assess Opportunity Zone Funds, with Chris Paganelli (Episode #22)
What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund? \nChris 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. \nShow notes and transcript on OpportunityDb.com