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AOG UMB Webinar

Alternative Investing with Interval/Tender Offer Funds

June 14 @ 2:00 pm - 3:00 pm

Stacy Chitty, Moderator | Fred Baerenz AIF®, Presenter | Kimberly Flynn, CFA, Presenter | Ann Maurer, Presenter

Join us on Wednesday, June 14, at 2:00 pm EDT for 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 will dive deeper into the investment opportunity and discuss the evolution of the market. The panel will be moderated by Stacy Chitty of Blue Vault, and include Kim Flynn of XA Investments, Fred Baerenz AIF® of AOG Wealth Management, Inc,. and Ann Maurer of UMB.

The panel will discuss hot topics such as liquidity and proration, as well as speak with industry experts about what new funds are launching and how to assess the funds. The webinar will cover:

• 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

There will be time for questions, register today to reserve your spot.

Register Now 


Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Stacy Chitty
Managing Partner Blue Vault Moderator

Fred Baerenz AIF®
President & CEO | Private Wealth Advisor AOG Wealth Management

Kimberly Flynn, CFA
Managing Director, Alternative Investments XA Investments

Ann Maurer
SVP, Director of Product and Pricing UMB | Fund Services

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.