Conference Materials

2022

Handling Hard-To-Value Assets

Monday, May 2, 2022 2:15 PM - 3:15 PM

Speaker

Clayton A. Chastain, CTFA, CAMS, CIA

SVP, Wealth Management Risk Control
REGIONS BANK
Birmingham, Alabama

Speaker Bio

Session Description

We will look at the aspects of accepting and managing various types of unique assets, including real estate, farm & ranch land, timber, minerals, and privately held business interests. Our critical session will include various real world case studies of potential pitfalls and perils in these areas. Some may have good endings, others not so good endings.

Session Materials

Handling Hard-to-Value Assets

Handling Hard-to-Value Assets