Julie Pulda, Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better. Invest for Better is a nonprofit that gives women the confidence, skills, and encouragement to take control of their assets and use them to influence things they care about. As an experienced advisor, Julie was a resource for the audience, helping them to better understand private debt and private equity funds – how they work, how financial advisors find them for clients, and whether this type of investment vehicle is appropriate for the client’s situation.
Learn more about Julie Pulda here.
Learn more about Invest for Better here.