Even the best investment strategies can face unexpected challenges — market shifts, project setbacks, or performance shortfalls that test investor confidence. How sponsors handle these difficult moments can make all the difference in preserving trust and long-term relationships.

In this candid session moderated by Dustin Zachmeyer, Head of Alternative Investments and Sponsor Relations at Realta Wealth, experienced sponsors will share how they navigate “thorny conversations” with clients when outcomes don’t go as planned.

You'll hear from:

• Woody Soemantoro, Executive Vice President of Due Diligence at MDS Energy Development
• Jessica Correnti, Executive Vice President, Distribution & National Accounts at Capital Square 

Learn practical approaches to transparency, communication, and accountability that turn tough situations into opportunities to strengthen credibility:

• Communicating effectively when delivering difficult news

• Managing investor expectations through uncertainty

• Rebuilding confidence after a setback

• Turning transparency into a trust advantage

Whether you’re a sponsor, advisor, or investor relations professional, this session offers actionable guidance for maintaining trust when it matters most.

Q&A session to follow. Register today!

Register Now

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. 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. Learn about Blue Vault membership.