As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
WEBINAR
Alternative Investment Due Diligence Considerations for Advisors
November 15, 2023 @ 2:00 pm - 3:00 pmEffective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law Firm, Jacob Heidkamp, JD, MBA of FactRight, and Steve Ogrin of Buttonwood, discuss due diligence considerations for alternative investments. These experts share: Due diligence best practices Important considerations for advisors…
Panelist/s: Catherine Bowman, Esq., Jacob Heidkamp, JD, MBA, Steve Ogrin, M.B.A.
Effective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law Firm, Jacob Heidkamp, JD, MBA of FactRight, and Steve Ogrin of Buttonwood, discuss due diligence considerations for alternative investments. These experts share:
- Due diligence best practices
- Important considerations for advisors
- Practical guidance and process considerations
Register to watch on-demand.
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 Blue Vault members and partners only. For information about becoming a member, 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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Past Webinars
October 22 @ 2:00 pm - 3:00 pm
Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer
Advisors are overwhelmed and short on time—yet many alternative investment sponsors still lead with dense, 20+ slide pitch decks. This…
October 15 @ 2:00 pm - 3:00 pm
Disruption in Motion: ADISA’s Jade Miller Reveals How Alternatives Are Evolving in the Retail Space
Retail access to alternative investments is fast-expanding and disrupting the investment landscape. Is that a good thing? Join us in…
October 2 @ 2:00 pm - 3:00 pm
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
ExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy…
September 24 @ 2:00 pm - 3:00 pm
Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
Watch Andrew Deck, Vice President of Alternative Investments at LPL Financial, in an engaging conversation on the future of alternative…
August 21 @ 2:00 pm - 3:00 pm
Providing Retail Investors with Access to Institutional Credit Strategies
Watch an exclusive conversation with Kimberly Flynn, President, at XA Investments, Joseph Roth, Principal, at Eagle Point Credit Management, and…
