What do ultra-wealthy folks know that I don't know?
If you find yourself asking this question, you’re not alone, and we’re here to help.
We recently opened our virtual doors for a series of live info sessions with the Arta community. From beginners asking how to get started with wealth building, to seasoned investors wanting to know the specifics of certain private funds, the questions were as diverse as our members. All questions are welcome!
September Info Sessions
You can now sign up for our upcoming sessions in September. You can save your seat through the individual Zoom registration links. We look forward to seeing you there!
Date & Registration Link | Topic |
|---|---|
September 12th, Tuesday @ 4pm PT | How to Manage Portfolios with Artificial Intelligence In this info session, we’ll cover how you can manage your portfolio with AI through Arta: 1. What are AMPs 2. How AMPs can help managing risk 3. The different types of AMPs Besides diving into AMPs, we’ll also host an open Q&A to answer any other questions you might have about Arta. |
September 13th, Wednesday @ 4pm PT | How to Manage Risk & Exposure with Arta In this info session, we'll cover different ways to manage your risk and exposure with Arta: 1. Common risks to watch out for 2. Potential solutions to consider 3. Getting started with Arta We’ll also host an open Q&A to answer any other questions you might have about Arta. |
September 22nd, Friday @ 11am PT | State of Real Estate with Nuveen & Arta In this info session, Nuveen and Arta will host a “State of Real Estate” discussion featuring Nuveen Real Estate Portfolio Manager, Richard Kimble, and Arta’s Head of Partnerships (Private Investments), Andrea Simsik. We’ll also host an open Q&A to answer any other questions you might have about Nuveen or Arta. |
September 26th, Tuesday @ 4pm PT | Generating Tax-Advantaged Wealth with Life Insurance In this info session, we’ll cover how the ultra-rich use life insurance as a way to potentially generate wealth in a tax-advantaged way: 1. What are the differences between Permanent Life vs. Term Life Insurance 2. Why permanent life insurance is a superpower of the ultra-wealthy 3. How Arta can help you with WealthGen Insurance Besides diving into Insurance, we’ll also host an open Q&A to answer any other questions you might have about Arta. |
September 26th, Tuesday @ 5pm PT | Getting Started with Private Investments In this info session, we’ll cover why sophisticated investors also diversify their portfolios by investing in private markets: 1. Different types of private investments (like private equity, private credit, venture capital and real estate) 2. How private investments can potentially improve returns and reduce risk in a portfolio 3. How Arta is lowering the minimums to make them more accessible Besides diving into private markets, we’ll also host an open Q&A to answer any other questions you might have about Arta. |
September 27th, Wednesday @ 4pm PT | Deep Dive into Private Equity In this info session, we’ll cover why and how sophisticated investors diversify their portfolios with private equity: 1. What is private equity and why is it so popular among the ultra-wealthy 2. How to assess a private equity opportunity 3. How Arta is lowering the minimums to make them more accessible Besides diving into private equity, we’ll also host an open Q&A to answer any other questions you might have about Arta. |
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We believe the information presented to be accurate as of the date published and such information may not be updated in the future.
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