Join the Atlas Fiduciary Financial team (including Laura and Alison traveling up from Florida) on December 1st at 5:30 pm to learn how to bottle wine. At Your Own Winery, (1572 Route 23, Butler, NJ) you will learn about the bottling process and enjoy snacks and refreshments. In addition, we are excited to have Christian Munafo- the lead Portfolio Manager and Chief Investment Officer of the Private Shares Fund, which we have recently introduced in many of your portfolios. While we have access to portfolio managers we work with, consumers don't have the same advantage. You will have a unique opportunity to ask questions of a top expert in the world of Venture capital-funded firms and learn why these firms are staying private longer than in the past. More importantly, you will learn the role of this fund in your portfolio and develop a better understanding of our security selection process.
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