Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
WEBINAR
Blue Vault Database in Action
November 11, 2021 @ 2:00 pm - 3:00 pmOn Thursday, November 11, Luke Schmidt, Sr. Financial Analyst and Database Project Lead with Blue Vault, discussed the features of the new Blue Vault Database, including the recently released Nontraded Preferred Shares data. He demonstrated the unique database features and walked attendees through how this great tool can help you…
Presenter/s: Luke Schmidt
On Thursday, November 11, Luke Schmidt, Sr. Financial Analyst and Database Project Lead with Blue Vault, discussed the features of the new Blue Vault Database, including the recently released Nontraded Preferred Shares data. He demonstrated the unique database features and walked attendees through how this great tool can help you track existing investments and look for new investing opportunities.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Elite Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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