Advisors’ inquiries are not adversarial; they are a natural and essential part of their due diligence.
WEBINAR
Wait! Tell Me Again About Institutions and Alts
September 14, 2022 @ 2:00 pm - 3:00 pmOn September 14 Blue Vault hosted a webinar discussing how institutional investors utilize alternative investments and why wealth advisors should include them in their portfolios. Moderated by Richard Hillson of Hillson Consulting; panel included Brian Conneely of Peak Capital Solutions, LLC and Abby Salameh of CAIS. Register to watch on-demand.…
Moderator/s: Richard Hillson
Panelist /s: Brian Conneely, Abby Salameh
On September 14 Blue Vault hosted a webinar discussing how institutional investors utilize alternative investments and why wealth advisors should include them in their portfolios. Moderated by Richard Hillson of Hillson Consulting; panel included Brian Conneely of Peak Capital Solutions, LLC and Abby Salameh of CAIS.
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 will be 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.
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