When marketing is aligned with the sales process, it removes friction before sales ever gets involved.
WEBINAR
Converting Data into Decisions: A Blue Vault Portal Walkthrough
April 9 @ 2:00 pm - 3:00 pmLearn about the latest changes within the Blue Vault Data Portal and how advisors use the latest tools in real-world research.
Speaker(s): Stacy Chitty
Join us for a live demonstration of the Blue Vault Data Portal and learn how the industry's most successful advisors use data to analyze alternative investments in practice. This session will highlight key tools, real-world use cases, and practical workflows designed to support more informed due diligence and portfolio decisions. Blue Vault CEO Stacy Chitty will share the latest additions to the portal and take questions from the audience.
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 industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
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 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.…
January 29 @ 2:00 pm - 3:00 pm
Data in Action: A Live Blue Vault Portal Demo for Wealth Advisors
Most available data on private market investments comes pre-sorted and packaged for you. Take it or leave it. But it…
