“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
WEBINAR
How Do Interval Funds Choose Their Investments?
September 21, 2022 @ 2:00 pm - 3:00 pmThis webinar took place September 21, discussing how Interval Funds choose their investments. Moderated by Stacy Chitty of Blue Vault; panel included Mark Lavery of CIM Group, Lucy Lu Munro of Apollo Global Wealth Management, and Jim Sprow of Blue Vault. Register to watch on-demand. Watch Now Please…
Moderator/s: Stacy Chitty
Panelist /s: Mark Lavery, Luke Schmidt, Lucy Lu Munro
This webinar took place September 21, discussing how Interval Funds choose their investments. Moderated by Stacy Chitty of Blue Vault; panel included Mark Lavery of CIM Group, Lucy Lu Munro of Apollo Global Wealth Management, and Jim Sprow of Blue Vault.
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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