Blue Vault completes publication of all Interval Fund and Tender Offer Fund Performance Reports for the period ending December 31, 2025.
WEBINAR
A Broker Dealer’s Perspective on the Alts Market
October 18, 2022 @ 2:00 pm - 3:00 pmModerator(s): Stacy Chitty
Presenter(s): Karlton Kleis, Rick Murphy
On Tuesday, October 18, Blue Vault hosted a panel webinar featuring Rick Murphy from Berthel Fisher, and Karlton Kleis from Insight Wealth Group, as they talked about alternative investments from the perspective of a broker dealer.
Register now to watch on-demand.
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.
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
March 26 @ 2:00 pm - 3:00 pm
Protecting Investor Capital Through Economic Cycles and Uncertainty
What are some key factors driving economic change and what are their potential impacts on investment strategy? Join ExchangeRight Managing…
March 19 @ 2:00 pm - 3:00 pm
Data-Driven Due Diligence for Alternatives: Inside the Blue Vault Portal
Discover how to analyze alternative investments more efficiently and effectively in this live, interactive demo of the Blue Vault research…
February 25 @ 3:00 pm - 4:00 pm
Portfolio Optimization through Exposure to Private Markets & Credit
Discussions around private credit typically refer to non-bank loans made to small businesses. But private credit can also involve physical…
February 19 @ 2:00 pm - 3:00 pm
The Next Wave of Interval Funds: What Advisors Should Know
Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
February 12 @ 2:00 pm - 3:00 pm
Using Data to Analyze Alternative Investments: A Blue Vault Portal Walkthrough
Alternative investment data is often delivered in fixed formats, leaving advisors little flexibility in how they analyze and apply it.…
