As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
WEBINAR
Succession Planning 2.0: Would You Buy Your Business?
November 6, 2019 @ 1:00 pm - 2:00 pmThis on-demand webinar includes helpful suggestions and practical guidance about shaping your business as if you are ready to sell it. Moderated byChris Goethe, Owner, Voyage Franchising, the panel includes Dr. John Rhodes, CNL Capital Markets Corp. and Rick Forbus, PhD, Trove, Inc. The groups offers their insights on looking…
Moderator/s: Chris Goethe
Panelist/s: Rick Forbus, PhD, Dr. John Rhodes
This on-demand webinar includes helpful suggestions and practical guidance about shaping your business as if you are ready to sell it. Moderated byChris Goethe, Owner, Voyage Franchising, the panel includes Dr. John Rhodes, CNL Capital Markets Corp. and Rick Forbus, PhD, Trove, Inc. The groups offers their insights on looking at your business from a tactical, talent, and situational characteristics point-of-view.
Download the slides 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
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Of all the nontraded REITs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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Of all the nontraded BDCs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Explore
Past Webinars
October 22 @ 2:00 pm - 3:00 pm
Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer
Advisors are overwhelmed and short on time—yet many alternative investment sponsors still lead with dense, 20+ slide pitch decks. This…
October 15 @ 2:00 pm - 3:00 pm
Disruption in Motion: ADISA’s Jade Miller Reveals How Alternatives Are Evolving in the Retail Space
Retail access to alternative investments is fast-expanding and disrupting the investment landscape. Is that a good thing? Join us in…
October 2 @ 2:00 pm - 3:00 pm
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
ExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy…
September 24 @ 2:00 pm - 3:00 pm
Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
Watch Andrew Deck, Vice President of Alternative Investments at LPL Financial, in an engaging conversation on the future of alternative…
August 21 @ 2:00 pm - 3:00 pm
Providing Retail Investors with Access to Institutional Credit Strategies
Watch an exclusive conversation with Kimberly Flynn, President, at XA Investments, Joseph Roth, Principal, at Eagle Point Credit Management, and…
