PCMA Private Client is Presenting At The 5th Annual Private Wealth California Forum
Irvine, California
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May 11, 2021 09:00 AM Eastern Daylight Time
PCMA, the pioneer and leading voice in Non-Bank Private Client Lending, will be presenting at the virtual 5th Annual Private Wealth California Forum; Thursday, May 13th at 9:45am PT/12:45pm ET. CEO and Founder of PCMA, John R. Lynch, will be speaking on the “Alternatives Investment” panel addressing the growing need for private client lending services in the private wealth management community for their high-capacity clientele.
“We partner with private wealth firms and advisors to help protect their client’s AUM and expand their financial service offering,” said John Lynch, CEO and Founder of PCMA. “As a new participant at this event, I look forward to talking with the other distinguished panelists about bespoke lending options for high and ultra-high net-worth clients that meet the needs of these complex estates.”
John R. Lynch will contribute to the discussion on “Alternatives Investment” panel alongside fellow industry expert panelists: Carl Ludwigson, Director of Manager Research, BelAir Investment Advisors; Andy Edstrom, Financial Advisor, WESCAP Group; Stephen Todd, Senior Vice President, National Manager, Commercial Real Estate Practice, Northern Trust; Bryce Fraser, Managing Director, Distressed & Corporate Special Situations, Angelo Gordon; along with panel host Justin Dyer, Chief Investment Officer, AWM.
John R. Lynch will also be hosting a private roundtable, “Tapping Into The Trillion Dollar Credit Blindspot” on 5/13 from 12:25 to 1:05pm PT. The roundtable will address Non-Bank Private Client Lending strategies; PCMA’s strategic partnership and referral program; and how these tailored solutions can arm your practice with credit coverage can expand your firms total wealth management approach.
“Because of our unique partnership program, private wealth managers can protect the assets that rightly belong within their business while expanding services that their esteemed clients are in need of,” said Lynch.
PCMA is the leading Non-Bank Private Client lending organization serving the needs of their mass affluent and high net worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at the center of all they do. PCMA is headquartered in Orange County, CA. Additional information is available at www.pcma.us.com
Contact Details
PCMA Private Client Lending
Jason Jepson
+1 949-394-7033
