Episode 22
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?
April 17, 201931m 30s
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Show Notes
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.