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Private Fund Event - May 20, 2025 - Recording - Heritage Wealth Advisors

Written by Steve Henderson | May 27, 2025 3:16:04 PM

This year’s exclusive program featured a dynamic panel discussion with our investment leadership team, offering key insights into the performance and strategy behind Series 1 and Series 2 of our private fund. We were also honored to welcome Julian Steinberg, Co-Founder and Managing Partner at Alliance Consumer Growth, who shared an insider’s perspective on the evolving consumer packaged goods landscape, and how innovation continues to drive opportunity in the space. Watch the full recording below to revisit this insightful conversation.

Disclosure

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance. These materials are provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities.