Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
WEBINAR
How Advisors Thrive and Navigate Through Uncertainty with Leitbox Storage Partners
February 10, 2021 @ 2:00 pm - 3:00 pmThis on-demand webinar is available to Blue Vault subscribers and partners only. This webinar is prohibited for use by the general public. On Wednesday, February 10th Blue Vault hosted Curtis Shoch, National Sales from Leitbox Portfolio Partners, Wayne Hast, Financial Advisor in Addison, TX, and Robert Omohundro, Certified Financial Planner…
Managing Director, Leitbox/s: Curtis Shoch
Advisor/s: Wayne Hast, Robert Omohundro
This on-demand webinar is available to Blue Vault subscribers and partners only. This webinar is prohibited for use by the general public.
On Wednesday, February 10th Blue Vault hosted Curtis Shoch, National Sales from Leitbox Portfolio Partners, Wayne Hast, Financial Advisor in Addison, TX, and Robert Omohundro, Certified Financial Planner in Atlanta, GA. Their discussion covered:
- Overcoming primary concerns in the marketplace
- Engaging clients during Covid with alternatives
- Self-storage as a core Real Estate asset class
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
October 30, 2024 @ 2:00 pm - 3:00 pm
Exploring DSTs: Opportunities and Insights for Savvy Investors
Join us for an informative webinar, "Exploring DST: Opportunities and Insights for Savvy Investors," featuring industry experts Shawn O'Shaughnessy from…
October 16, 2024 @ 2:00 pm - 3:00 pm
Why Strong Underwriting is Essential
Watch "Why Strong Underwriting is Essential", a webinar focused on the critical role of meticulous underwriting in real estate investments…
September 25, 2024 @ 2:00 pm - 3:00 pm
Stable Income, Regardless of Rate Cuts
Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…
September 19, 2024 @ 2:00 pm - 3:00 pm
Mid-Year Alternative Investments Performance Update
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…
August 28, 2024 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
