Blue Vault added nine Interval Fund and five Tender Offer Fund Individual Performance Pages (IPPs) to its research catalog for the period ending April 30, 2025.
WEBINAR
Why Attend the Alts Summit 2023
January 31, 2023 @ 2:00 pm - 2:30 pmHear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring any questions you may have about the summit. Stacy Chitty, Managing Partner of Blue Vault, will be joined by James Bayard, CFP® of Capital South Wealth Management and Daniel Goodwin…
Presenter/s: Stacy Chitty, James Bayard CFP®, ChFC®, RICP®, AIF®, Daniel Goodwin
Hear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring any questions you may have about the summit. Stacy Chitty, Managing Partner of Blue Vault, will be joined by James Bayard, CFP® of Capital South Wealth Management and Daniel Goodwin of Provident Wealth Advisors.
Attendees will get a discount code for summit registration. Register today to reserve your spot.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and 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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Past Webinars
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July 2 @ 1:00 pm - 2:00 pm
Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)
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June 24 @ 2:00 pm - 3:00 pm
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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
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Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
May 14 @ 2:00 pm - 3:00 pm
Legends of Distribution Discuss Alts Evolution: Part One
Watch Larry Goff, Jeff Schwaber, and Martel Day in this compelling conversation on the evolution of alternative investments over the…
