WEBINAR

Alt-o-mation: Transforming the Entire Lifecycle of the Investor Experience
June 26 @ 2:00 pm - 3:00 pm
Watch for an exclusive first look at how cutting-edge technology is revolutionizing the investor journey. From fund formation and initial investment to client services and a seamless secondary exit, discover how these innovations streamline processes, enhance efficiency, and elevate the entire investor experience. Brian King, CEO of LODAS Markets, shares…
Speaker /s: Brian King

Watch for an exclusive first look at how cutting-edge technology is revolutionizing the investor journey. From fund formation and initial investment to client services and a seamless secondary exit, discover how these innovations streamline processes, enhance efficiency, and elevate the entire investor experience. Brian King, CEO of LODAS Markets, shares how they're shaking up the entire investor journey.

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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. 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.

Featured Speakers

Brian King
Chief Executive Officer LODAS Markets

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