Managing alternative investments is becoming less about paperwork and more about technology as new AI-powered tools and platform integrations reshape the advisor experience.
WEBINAR
What Most Advisors Don’t Know About Alts
December 9, 2020 @ 2:00 pm - 3:00 pmPanelist(s): Warren Thomas, Adin Lohry
On Wednesday, December 9th, Blue Vault hosted Adin Lohry from Skyway Capital Markets, LLC & Carter Multifamily and Warren Thomas of ExchangeRight Real Estate. Their discussion centered around the benefits of including alternatives in a client's portfolio, as well as some of the industry’s obstacles and their solutions. The webinar is now available 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.
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StratCap Digital Infrastructure REIT’s executive leadership changes mark a notable transition for the nontraded REIT while leaving its investment strategy and operations unchanged.
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The transaction is designed to enhance liquidity while maintaining operational control of the portfolio.
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A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
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Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
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Book Your Demo Select a date and time below to reserve your spot. You’ll be redirected to complete your registration…
