To access data like this and more become a Blue Vault member today!
WEBINAR
How My Practice Changed by Incorporating Alts
August 9, 2023 @ 2:00 pm - 3:00 pmThis webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren Thomas of ExchangeRight. Brian and Warren share how they differentiated and grew their practices by offering alternative investments. These two industry veterans share their insight on the Alts industry and…
Moderator/s: Stacy Chitty
Panelist/s: Brian Evans, CPA / PFS, Warren Thomas
This webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren Thomas of ExchangeRight. Brian and Warren share how they differentiated and grew their practices by offering alternative investments. These two industry veterans share their insight on the Alts industry and their unique experience with the market.
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is 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.
Featured Speakers
Recent
LinkedIn Strategy Approaches For Alternative Investment Firms At Every Stage
Master LinkedIn strategy with tailored approaches for light, medium, and heavy usage to build relationships, engage with key decision-makers, and boost your firm’s visibility in the alternative investment sector.
Madison Capital Group Launches $250M Self-Storage Opportunity Fund
Madison Capital Group launches the Go Store It Opportunity Fund, LP, a $250 million investment initiative targeting self-storage facilities in high-growth Sun Belt markets to meet rising demand.
Investors Fully Subscribe ExchangeRight All-Cash DST with Strategic Exit Options
ExchangeRight’s fully subscribed All-Cash 5 DST offers investors tax-efficient passive income with stable monthly distributions backed by recession-resilient, net-leased real estate tenants.
Most Popular
How has the amount of fixed rate debt held as a percentage of total debt changed over the past year in the nontraded REIT industry?
Get access to our database and reports on asset managers and offerings.
CNL Strategic Capital Launches Second Follow-On Offering of $1.1 Billion
CNL Strategic Capital has launched a second follow-on offering to raise $1.1 billion, continuing its strategy to acquire and grow durable middle-market businesses.
LODAS Markets Names Industry Veteran Kyle Robey Head of Product for Transfer Agent Business
LODAS Markets appoints Kyle Robey as EVP and Head of Product for Transfer Agent, enhancing its automated platform for trading illiquid real estate and alternative investments.
Explore
Past Webinars
November 13 @ 3:00 pm - 3:50 pm
Masterclass in Closing Million-Dollar Prospects at the Very First Meeting (Alts Day 2024)
If you want to build a great financial services business, you need to be able to close high-quality prospects the…
November 13 @ 2:00 pm - 2:50 pm
Comparing Alts Asset Performance and Market Trends (Alts Day 2024)
Join Luke Schmidt (Vice President, Research) and Stacy Chitty (Managing Partner) as Blue Vault reviews the performance and trends across…
November 13 @ 1:00 pm - 1:50 pm
Building Wealth: Tax Strategies for Growth (Alts Day 2024)
Watch this insightful fireside chat with Fred Hubler (CEO, Creative Capital Wealth Management), Warren Thomas (Managing Partner, ExchangeRight), and Health…
November 13 @ 12:00 pm - 12:50 pm
H2 2024 Travel & Lodging Update (Alts Day 2024)
Consumers are allocating more time and resources toward travel and enriching experiences than ever, propelling the $10 trillion travel industry…
November 13 @ 11:00 am - 11:50 am
Fundamentals of REIT Analysis (Alts Day 2024)
Watch Joshua Ungerecht, a Managing Partner at ExchangeRight, for “Fundamentals of REIT Analysis” give an overview of the benefits and…
