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
Opportunities Abound in the Growing Interval Fund Market
September 19, 2023 @ 2:00 pm - 3:00 pmKim Flynn of XA Investments hosts Josh Hoffman, Managing Director at Bluerock and Jeremy Held, Managing Director of Bow River Capital, for a discussion of the growing interval fund market. This knowledgeable panel discusses new product trends in the interval fund market, as well as growth expectations as the market…
Host/s: Kimberly Flynn, CFA
Presenter/s: Josh Hoffman, Jeremy Held
Kim Flynn of XA Investments hosts Josh Hoffman, Managing Director at Bluerock and Jeremy Held, Managing Director of Bow River Capital, for a discussion of the growing interval fund market. This knowledgeable panel discusses new product trends in the interval fund market, as well as growth expectations as the market evolves and new investment managers enter the space. They also cover:
- Access to alternative investments: Why/how do interval funds make it easier for wealth managers to select alternatives for their clients?
- Why do wealth managers prefer the interval fund structure over a private fund?
- Alternative Case Studies:
- Private Real Estate: Bluerock Total Income+ Real Estate Fund
- Private Equity: Bow River Capital Evergreen Fund
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is 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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