May 12, 2020
Alts Electronic Business: A Discussion About Today’s Solutions

On Tuesday, May 5th, WealthForge CEO, Bill Robbins, spoke on a panel at Blue Vault’s Bowman Alts Week virtual conference entitled “Alts Electronic...

Alts Electronic Business: A Discussion About Today’s Solutions

May 8, 2020 | Ryan Gunn | WealthForge

On Tuesday, May 5th, WealthForge CEO, Bill Robbins, spoke on a panel at Blue Vault’s Bowman Alts Week virtual conference entitled “Alts Electronic Business: A Discussion about Today’s Solutions.” He was joined by Sonny Cabral of DTCC, Michael Page of Riskalyze, Gordon Sommer of iCapital, and moderator Richard Thoeny of Docupace.

Blue Vault attendees can view a webcast of the panel here.

The panel began, topically, with how the COVID-19 pandemic has changed the alternative investment industry and created an environment where digital processing is a necessity. While the change from paper processing to automation is, as Bill remarked, inevitable, the pandemic has accelerated the pace of that change. In a digital age, investor clients expect their financial resources to be available regardless of what is happening in the world around us. Trust is built on client service and responsiveness. Paper processes do not transition well to the world of remote work, so the industry has been forced to address roadblocks that have existed for years.

Read Full Article

Recent

How To Laser Focus Your Conference Presentations

How To Laser Focus Your Conference Presentations

You have 10 minutes to do a conference presentation, please do not take nine minutes and 35 seconds to get through your intro. What do we mean by that? It’s time to laser focus your presentations.
Overcoming The Hesitation To Use An External Marketing Resource

Overcoming The Hesitation To Use An External Marketing Resource

Embracing external marketing resources isn’t about relinquishing control or fearing for your position. It’s about recognizing the tremendous power of collaboration and leveraging external expertise to amplify your marketing efforts, and help meet your firm’s marketing goals.  

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now