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
Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer
October 22 @ 2:00 pm - 3:00 pmAdvisors are overwhelmed and short on time—yet many alternative investment sponsors still lead with dense, 20+ slide pitch decks. This webinar, led by the experts at Marketing Intent, will make a bold case for tossing the traditional deck and replacing it with a high-impact, single-page pitch flyer that gets your…
Speaker/s: Cherie Fournier, Alise Lucero
Advisors are overwhelmed and short on time—yet many alternative investment sponsors still lead with dense, 20+ slide pitch decks. This webinar, led by the experts at Marketing Intent, will make a bold case for tossing the traditional deck and replacing it with a high-impact, single-page pitch flyer that gets your fund’s story across in 60 seconds or less. In this webinar, you’ll learn how to structure it, what to include (and what to leave out), and how this approach leads to stronger advisor engagement and clearer follow-up conversations.
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. Learn about Blue Vault membership.
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…
