“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
WEBINAR
Alternative Investing with Interval/Tender Offer Funds
June 14, 2023 @ 2:00 pm - 3:00 pmThis webinar took place on June 14, giving a continuation of a discussion from the Blue Vault Summit in Atlanta, in which we offered insight on a growing area of the alternatives marketplace – the interval fund market. This session dives deeper into the investment opportunity and discusses the evolution…
Moderator/s: Stacy Chitty
Presenter/s: Fred Baerenz AIF®, Kimberly Flynn, CFA, Ann Maurer
This webinar took place on June 14, giving a continuation of a discussion from the Blue Vault Summit in Atlanta, in which we offered insight on a growing area of the alternatives marketplace – the interval fund market. This session dives deeper into the investment opportunity and discusses the evolution of the market. The panel is moderated by Stacy Chitty of Blue Vault, and includes Kim Flynn of XA Investments, Fred Baerenz AIF® of AOG Wealth Management, Inc,. and Ann Maurer of UMB.
The panel discussed hot topics such as liquidity and proration, as well as what new funds are launching and how to assess the funds. The webinar covers:
• Interval/Tender Market Opportunity – Why Invest?
• Interval/Tender Marketplace – Growth of Market and Various Types of Funds
• Hot Topics including RIAs launching proprietary funds and liquidity
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
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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