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Evaluating a Sponsor: Marketing & Communications

December 14 @ 2:00 pm - 3:00 pm

Cherie Fournier, Panelist | Alise Lucero, Panelist

Determining which alternative investments sponsor to work with and trust client assets to requires analysis. While digging into some aspects of a sponsor’s inner workings may seem obvious, others are often overlooked. In this webinar, Cherie Fournier and Alise Lucero of Marketing Intent will discuss what to look for in sponsor marketing and communications. After all, you could be working with the firm you choose for many years.

Join us to learn how to evaluate a sponsor’s marketing and communications and the questions to ask sponsors to be sure they know communication is king. There will be time for questions. Register today to reserve your spot.

There will be time for audience questions. Register today to reserve your spot.

Register Now 

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.

Cherie Fournier
CEO/Founder Marketing Intent

Alise Lucero
VP, Client Success Marketing Intent

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.