Mastering Financial Independence for Dentists 301

Harnessing the Power of Alternative Investments

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Course Contents

Course Description

Are you taking control of your full financial potential? This course is designed to help dentists and practice owners explore diverse alternative investment asset classes that can complement traditional financial planning.

We’ll explore how these investment opportunities can be leveraged to build wealth outside the practice. The program will conclude with a brief update on the current economic landscape and market trends, equipping you with actionable insights for smarter financial decisions.

Learning Topics

Gain a comprehensive understanding of alternative investment classes and their relevance to dental professionals, including:

Real Estate: Explore property investments and passive income opportunities
Private Equity: Understand how to invest in privately held businesses for higher returns
Private & Structured Credit: Learn how to diversify your portfolio with debt-focused investments
Hedge Funds: Discover strategies to minimize risk and stabilize returns
Opportunistic Investments: Evaluate unique, high-potential opportunities for financial growth

Course Details

Course Fee: Free
Credits: Catapult Education designates this activity for 1 credit continuing education credit.
Method: Live Webinar Lecture
Audience: General Dentist
AGD Subject Code: 550

Deputy Chief Investment Officer

Lee Caleshu serves as the Deputy Chief Investment Officer for the Columbus, Ohio based RIA, Hamilton Capital. In addition, Lee is also a leader of Hamilton Capital’s ‘Strategic Investment Team’, and serves as a principal for the firm.

With over 25 years of experience in the investment industry, Lee’s expertise lies in researching and directing investments across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds, and private equity funds. Lee has been quoted for his insights on various financial topics in notable publications such as Barrons’s, The Wall Street Journal, and Bloomberg.

As Hamilton Capital’s Deputy Chief Investment Officer, Lee’s primary focus lies in co-directing proprietary and differentiated research and investment processes to support the goals of our clients while reinforcing the core values of the firm. Lee’s passion for education is also clearly seen as he works to support and serve his team with a strong personal commitment to growing the firm’s next generation of investment analysts.

In his personal life, Lee is incredibly devoted to his family and his faith, taking every opportunity to spend time with his wife and 5 children while also serving on the board of The Greek Orthodox Cathedral Foundation of Columbus as a Director and Co-Treasurer. As a loyal father, husband, and friend; Lee cherishes the time spent building strong, lifelong relationships and loves taking walks, cooking, eating together, and taking family trips.

Managing Director, Portfolio Management

Francis Chu serves as the Managing Director of Portfolio Management for the Columbus, Ohio based RIA, Hamilton Capital. In addition to his role as Managing Director, Francis is also a member of Hamilton Capital’s ‘Senior Investment Council’, helping to drive the investment strategies and decisions made by the firm, and is a portfolio manager for the ‘Dynamic Alternatives Fund’, responsible for the Fund’s manager selection, investment selection, and asset allocation.

Francis spent the early years of his career at Goldman Sachs and Arthur Andersen. In 1998, he joined Ivy Asset Management, which later became a subsidiary of BNY Mellon, where he managed multi-billion-dollar alternative investment portfolios. In 2007, Francis became a Partner and Chief Investment Officer of Muirfield Capital Management, where he managed portfolios and advised clients on hedge fund investments.

Francis holds a Bachelor of Science from New York University, Stern School of Business, having double majored in Finance and Accounting, is a CFA Charter holder, and was a Certified Public Accountant in New York State. With over 25 years of investment experience, Francis supports his team by sharing extensive expertise in specific areas of focus including asset allocation, portfolio management, investment research, and alternative investments.

In his personal life, Francis is a devoted father and husband, cherishing the time spent with his wife, three children, and two cats. In his free time, Francis is a martial arts enthusiast, training in Thai kickboxing, Muay Thai, for over 20 years.

Catapult Education, LLC is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Approved PACE Program Provider. FAGD/MAGD Credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. 6/1/24 to 5/31/28. Provider ID 306446.

By signing up for a free webinar, you authorize Catapult Education, its partners and the webinar sponsor, permission to contact you for future continuing education opportunities, e-learning announcements and product offers. Participants should always check with their state licensing board to determine which, if any, certification or licensing is required to perform specific procedures in their jurisdiction. The opinions expressed on this website come from a variety of writers and speakers that are not necessarily endorsed by Catapult Education or its associates. Viewers are responsible for verifying the validity, accuracy and relevance of all content before implementing any techniques, products or recommendations into their clinical setting. Viewers understand that Catapult Education its associates, writers, speakers, and sponsored affiliates are not in any way responsible or liable for any adverse events that may occur (i.e., in a clinical setting or anywhere) based on any information disseminated from Catapult Education sites.

Catapult Education received commercial support from Hamilton Capitol for this presentation. Lee Caleshu and Francis Chu are employed by Hamilton Capitol. Catapult Education delivers clinically relevant continuing dental education programs which address the needs and preferences of our audience and provides them with the knowledge and confidence to integrate new techniques, practice management and treatment options into their respective practices. Catapult Education is committed to ensuring the content quality, objectivity and scientific integrity of all continuing education courses. Instructors are advised to support clinical recommendations with scientific research-supported data whenever possible and to disclose any conflict of interest between them and any corporate organization offering financial support or grant monies for this CE activity. Instructors are advised, where appropriate and if relevant to the subject matter of the presentation, to mention a variety of different product choices so as to present a balanced view of all therapeutic options available and promote improvements in oral healthcare free from commercial bias

1615 NW 4th Ave, Delray Beach, FL 33444 | United States

Mastering Financial Independence for Dentists 301

General Dentist

February 5, 2025

7:00PM Central Time

1 CE Credit

Free

Live Webinar Lecture

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About the Course

Course Contents

Course Description

Learning Topics