Learn how Madrona Financial’s Brian Evans has grown his advisory practice by integrating alternative investment strategies at our next meeting on Monday, October 21, 2024!
WEBINAR
Blue Vault Database: Learn how the Database makes your job easier
July 8, 2021 @ 2:00 pm - 3:00 pmWatch this on-demand webinar for a walk through of the features of the new Blue Vault Database, including the phase III roll-out of Interval Fund data. Our research team will demonstrate how to use the various features, the individual performance pages, and individual Investment Manager company pages. Watch Now
Presenter/s: Luke Schmidt
Watch this on-demand webinar for a walk through of the features of the new Blue Vault Database, including the phase III roll-out of Interval Fund data. Our research team will demonstrate how to use the various features, the individual performance pages, and individual Investment Manager company pages.
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
September 25 @ 2:00 pm - 3:00 pm
Stable Income, Regardless of Rate Cuts
Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…
September 19 @ 2:00 pm - 3:00 pm
Mid-Year Alternative Investments Performance Update
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…
August 28 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
August 14 @ 2:00 pm - 2:30 pm
Community Groups Kick Off and Information Session
Join us on Wednesday, August 14 at 2:00 pm EDT for a brief discussion of Blue Vault Community Groups. This…
July 24 @ 2:00 pm - 3:00 pm
The Future of Financial Services: Retainer-Based Advising
Join us on Wednesday, July 24, at 2:00 pm EDT for a webinar featuring CEO, Chief Wealth Strategist, and Forbes…
