Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
WEBINAR
Community Groups Kick Off and Information Session
August 14, 2024 @ 2:00 pm - 2:30 pmJoin us on Wednesday, August 14 at 2:00 pm EDT for a brief discussion of Blue Vault Community Groups. This will be an introduction to Community Groups, a review of the planned meeting schedule and how these meetings will be facilitated, an introduction of the educational speakers for the first…
Speaker /s: Stacy Chitty
Join us on Wednesday, August 14 at 2:00 pm EDT for a brief discussion of Blue Vault Community Groups. This will be an introduction to Community Groups, a review of the planned meeting schedule and how these meetings will be facilitated, an introduction of the educational speakers for the first meeting and an opportunity to ask questions.
Register to join your group now, before the kick-off call!
Register today to reserve your spot.
Please note: This live webinar is restricted to wealth advisors. 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.
Featured Speakers
Recent
Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
Blue Vault has tracked performance data for nontraded REITs since 1990. Based on the funds we have covered over the years, how much gross capital has the nontraded REIT industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
The market update is a comprehensive research report detailing current market trends and industry highlights.
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Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
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Past Webinars
July 16 @ 2:00 pm - 3:00 pm
Choose Your Own Adventure: The Daunting Task of an S&P 500 Target
In part one of a three-part series with experts from the Wealth Consulting Group, Talley Léger, Chief Market Strategist, will…
July 9 @ 2:00 pm - 3:00 pm
Legends Part Two: Senior Executives Break Down Alts Market for Advisors
Senior Executives Break Down Alts Market for Advisors Join Larry Goff, Jeff Schwaber, and Martel Day for a compelling conversation…
July 2 @ 1:00 pm - 2:00 pm
Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)
This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, will provide attendees with an understanding of…
June 24 @ 2:00 pm - 3:00 pm
Alternative Investments Due Diligence Experts
Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
June 18 @ 2:00 pm - 3:00 pm
Behind the V(ALT) Door
Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
