Blue Vault is your hub for Alternative investments
WEBINAR
Untangling the Alternative Investments Information Flow: How FAs Win by Going All In with Automation (CNB, Envision, and Wealthforge)
October 8, 2020 @ 2:00 pm - 3:00 pmJoin Blue Vault on Thursday, October 8th at 2:00 pm EDT as leaders from CNB Bank, Envision Financial Systems, and WealthForge as they discuss the operational challenges advisory firms face in running their businesses and where automated approaches and access to information can help. There will be time for audience…
Panelist/s: Michelle Thomas
Panelist /s: Brian Jones, Bill Robbins
Join Blue Vault on Thursday, October 8th at 2:00 pm EDT as leaders from CNB Bank, Envision Financial Systems, and WealthForge as they discuss the operational challenges advisory firms face in running their businesses and where automated approaches and access to information can help. There will be time for audience Q&A.
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.
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
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Inland Fully Subscribes Student Housing DST Near the University of Notre Dame
“Irish Row Apartments has been a historically strong performer in the market given its proximity to campus, large floor plans, and thoughtful amenities,” added Kiferbaum.
Staying Ahead Of The Marketing Curve
At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.
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Blue Vault Publishes Q4 2023 Nontraded BDC Industry Review
Blue Vault is your hub for Alternative investments
WATCH: ExchangeRight Fully Subscribes a $89.2 Million Net-Leased Portfolio Designed for Stability
“More representatives and advisors are allocating a portion of their clients’ wealth into ExchangeRight’s historically strong-performing offerings to position them for capital preservation…
Alternative Investment Exchange (AIX) Provides Alts Technology to Colorado Financial Service Corp.
“We’re excited to collaborate with AIX and believe their industry-leading technology will create an optimal investing experience for our reps and their clients.”
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Past Webinars
April 17 @ 2:00 pm - 3:00 pm
Credit Strategies: Eagle Point Providing Consistent Income Across Various Market Environments
Eagle Point Institutional Income Fund is a continuous offering that provides diversified exposure to the senior secured loan market and…
February 28 @ 2:00 pm - 3:00 pm
The Great Transition: From Return on Investment to “Return on Life”
Join NexPoint’s Brian Sanborn, Real Estate Client Portfolio Manager for an in-depth conversation with Petra Capital Properties’ Brad Watt, Founder…
February 1 @ 2:00 pm - 3:00 pm
How Investors Can Achieve Capital Preservation and Stable Income with Net-Leased Portfolios
During the presentation, Warren Thomas, Managing Partner and Co-Founder of ExchangeRight, explains how to preserve and grow your clients’ wealth…
January 30 @ 2:00 pm - 3:00 pm
Custodial Considerations for Alternative Assets – January 30th
Are you considering or currently offering alternative investments to your clients? If so, you likely have or will experience some…
January 18 @ 2:00 pm - 3:00 pm
Practice Management Benefits of Alternative Investments: Interval Funds Offer a Range of Alternative Strategies
Interval Funds Offer a Range of Alternative Strategies that will Help Advisors Differentiate their Business Daniil Shapiro, CFA, Director, Product…
