Beyond Bonds: Unlocking the Income Potential of Private Mortgage Investments

By Investment Executive with CE Corner

CMI Financial Group’s Dean Brown (Regional VP, Wealth Advisor Solutions) and Chris Baker (SVP) will examine the limitations of traditional fixed income and how private mortgages can help meet investor demand for yield, diversification, and capital preservation. 

Attendees gain a clear understanding of how pooled mortgage investments are structured, managed, and accessed, along with practical insights into portfolio positioning, client conversations, and due diligence—equipping advisors with the knowledge to confidently incorporate mortgage investments into their practice.