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Clip: Reg BI & Nontraded REITs

August 27, 2020

Clip: Reg BI & Nontraded REITs

In this clip, Kirk Montgomery (Partner, Practus, LLP) and Stacy Chitty (Managing Partner, Blue Vault) consider alternative investment compensation rates under Reg BI.

Click here to watch the full episode.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.