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WEBINAR
Data-Driven Due Diligence for Alternatives: Inside the Blue Vault Portal
March 19 @ 2:00 pm - 3:00 pmSee how the Blue Vault research portal turns alternative investment data into actionable insights. Join a live demo with real-world examples, hands-on tools, and interactive Q&A with Stacy Chitty and Luke Schmidt.
Speaker(s): Stacy Chitty, Luke Schmidt
Discover how to analyze alternative investments more efficiently and effectively in this live, interactive demo of the Blue Vault research portal. Using real-world examples and practical workflows, you’ll learn how wealth advisors and RIAs leverage the portal’s latest tools and datasets to streamline due diligence, compare offerings, and uncover actionable insights.
Blue Vault CEO Stacy Chitty and Vice President, Director of Research Luke Schmidt will lead the session, walking you step-by-step through the platform, highlighting recent enhancements, and answering your questions along the way. This is a hands-on demonstration focused on how the portal works in practice, giving you a clear view of how Blue Vault supports smarter alternatives analysis.
Q&A session to follow. Register today!
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
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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