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
The Blue Vault Fee Study: Key Findings
February 3, 2022 @ 2:00 pm - 3:00 pmOn Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and Luke Schmidt, Senior Financial Analyst with Blue Vault, discussed some of the notable happenings and results from 2021 in the Alternatives Industry. During this webinar our presenters shared highlights and offer…
Moderator/s: Stacy Chitty
Presenter /s: James Sprow
On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and Luke Schmidt, Senior Financial Analyst with Blue Vault, discussed some of the notable happenings and results from 2021 in the Alternatives Industry. During this webinar our presenters shared highlights and offer insights from 2021.
Watch on-demand.
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.
Featured Speakers
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Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
Blue Vault has tracked performance data for nontraded REITs since 1990. Based on the funds we have covered over the years, how much gross capital has the nontraded REIT industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
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Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
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SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
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Past Webinars
July 16 @ 2:00 pm - 3:00 pm
Choose Your Own Adventure: The Daunting Task of an S&P 500 Target
In part one of a three-part series with experts from the Wealth Consulting Group, Talley Léger, Chief Market Strategist, will…
July 9 @ 2:00 pm - 3:00 pm
Legends Part Two: Senior Executives Break Down Alts Market for Advisors
Senior Executives Break Down Alts Market for Advisors Join Larry Goff, Jeff Schwaber, and Martel Day for a compelling conversation…
July 2 @ 1:00 pm - 2:00 pm
Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)
This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, will provide attendees with an understanding of…
June 24 @ 2:00 pm - 3:00 pm
Alternative Investments Due Diligence Experts
Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
June 18 @ 2:00 pm - 3:00 pm
Behind the V(ALT) Door
Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
