“Now that a lot of the vacant retail space has been upgraded to new mixed-use centers or converted to other uses like warehouse or storage, the overall sector metrics have improved notably.”
WEBINAR
How Technology Has Forever Changed the Landscape for Advisors Using Alts
November 14, 2019 @ 2:00 pm - 3:00 pmThis on-demand webinar is the next installment in the Blue Vault Technology Series with a panel of industry experts discussing how technology is advancing alternative investments. Moderated by Angie Fisher of CIM Group, the panel includes Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalize, and Kevin Zwick…
Moderator/s: Angie Fisher
Panelist/s: Mike Huisman, Michael Page, Kevin Zwick
This on-demand webinar is the next installment in the Blue Vault Technology Series with a panel of industry experts discussing how technology is advancing alternative investments. Moderated by Angie Fisher of CIM Group, the panel includes Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalize, and Kevin Zwick of WealthForge.
The presentation includes discussions about the following:
- Addressing and improving client risk assessments
- Different processes for investing in various alternatives
- Improvements in the ways advisors invest in alternatives
- How tech and automation are impacting the space
Download the slides 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
November 15 @ 2:00 pm - 3:00 pm
Alternative Investment Due Diligence Considerations for Advisors
Effective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law…
November 8 @ 2:00 pm - 3:00 pm
A Deeper Look at CIM Group
Join us on Wednesday, November 8, at 2:00 pm EDT for a deeper dive into CIM's offerings. James Sprow and…
November 7 @ 2:00 pm - 3:00 pm
Why Alts Sponsors Need a Managing Broker-Dealer
Join WealthForge executives - Michael Roman, Managing Director, MBD Services, and Jim Raper, Chief Compliance Officer - to get to…
October 26 @ 2:00 pm - 3:00 pm
Gold Leaf: A Modern Farming Company
Hear from Gold Leaf executives - Jack McCarthy, Co-Founder & CEO, Brandon Rebiero, Co-Founder and Head of Farming, and Josh…
October 24 @ 2:00 pm - 3:00 pm
Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market
Join Kimberly Flynn from XA Investments, as she hosts Susan McAndrews from Pantheon and Rob Watson from Destra Capital for…
