Discover Ted Goldthorpe’s insights on private credit, BC Partners Credit’s growth, and advice for future professionals in this engaging conversation.
WEBINAR
Mid-Year Alternative Investments Performance Update
September 19 @ 2:00 pm - 3:00 pmJoin us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings in the first half of 2024. The Blue Vault Research team will review the trends from the first half of the year, call out any notable changes and share key…
Presenter/s: Luke Schmidt
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings in the first half of 2024. The Blue Vault Research team will review the trends from the first half of the year, call out any notable changes and share key points or shifts in the data.
There will be time for audience questions. 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.
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Past Webinars
August 28 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
August 14 @ 2:00 pm - 2:30 pm
Community Groups Kick Off and Information Session
Join us on Wednesday, August 14 at 2:00 pm EDT for a brief discussion of Blue Vault Community Groups. This…
July 24 @ 2:00 pm - 3:00 pm
The Future of Financial Services: Retainer-Based Advising
Join us on Wednesday, July 24, at 2:00 pm EDT for a webinar featuring CEO, Chief Wealth Strategist, and Forbes…
July 11 @ 2:00 pm - 3:00 pm
What Does it Mean? A review of our metrics, what they indicate, and how we calculate them
On Thursday, July 11, Luke Schmidt, Vice President, Director of Research at Blue Vault, explains what many of Blue Vault's…
June 26 @ 2:00 pm - 3:00 pm
Alt-o-mation: Transforming the Entire Lifecycle of the Investor Experience
Watch for an exclusive first look at how cutting-edge technology is revolutionizing the investor journey. From fund formation and initial…
