Upon closing of the transaction, the portfolio will be managed by University Partners, a leading owner and operator of student housing across the U.S.
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.
Featured Speakers
Recent
Alts and Blue Vault: The Investment Risk ‘Airbag’ Equipping Fusion Financial’s Client Portfolios
Learn more about Fusion Financial Group and consider joining them in becoming a Blue Vault member today!
Blue Vault Publishes Q4 2023 Nontraded REIT Industry Review
Blue Vault is your hub for Alternative investments
Madison Capital Group Appoints Amanda Teeple as Managing Director to Spearhead Expansion in Retail Channel
Teeple’s expertise in diligence, product development, sales, relationship management, compliance and managing broker-dealer operations make her role at Madison Capital Group pivotal in accelerating growth.
Most Popular
Inland Fully Subscribes Student Housing DST Near the University of Notre Dame
“Irish Row Apartments has been a historically strong performer in the market given its proximity to campus, large floor plans, and thoughtful amenities,” added Kiferbaum.
Staying Ahead Of The Marketing Curve
At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.
Blue Vault Publishes Q4 2023 Nontraded BDC Industry Review
Blue Vault is your hub for Alternative investments
Explore
Past Webinars
April 17 @ 2:00 pm - 3:00 pm
Credit Strategies: Eagle Point Providing Consistent Income Across Various Market Environments
Eagle Point Institutional Income Fund is a continuous offering that provides diversified exposure to the senior secured loan market and…
February 28 @ 2:00 pm - 3:00 pm
The Great Transition: From Return on Investment to “Return on Life”
Join NexPoint’s Brian Sanborn, Real Estate Client Portfolio Manager for an in-depth conversation with Petra Capital Properties’ Brad Watt, Founder…
February 1 @ 2:00 pm - 3:00 pm
How Investors Can Achieve Capital Preservation and Stable Income with Net-Leased Portfolios
During the presentation, Warren Thomas, Managing Partner and Co-Founder of ExchangeRight, explains how to preserve and grow your clients’ wealth…
January 30 @ 2:00 pm - 3:00 pm
Custodial Considerations for Alternative Assets – January 30th
Are you considering or currently offering alternative investments to your clients? If so, you likely have or will experience some…
January 18 @ 2:00 pm - 3:00 pm
Practice Management Benefits of Alternative Investments: Interval Funds Offer a Range of Alternative Strategies
Interval Funds Offer a Range of Alternative Strategies that will Help Advisors Differentiate their Business Daniil Shapiro, CFA, Director, Product…
