The SEC has proposed changes to interval funds, closed-end funds, BDCs and accredited-investor eligibility that could broaden private-market access. Here’s what financial advisors should be watching.
WEBINAR
How is Technology Making Investing in Alts Easier?
August 27, 2019 @ 2:00 pm - 3:00 pmModerator(s): Angie Fisher
Panelist(s): Brendan Finn, Richard Thoeny, Cheryl Wheeler
This on-demand webinar reviews how technology is making investing in alternatives an easier process. Angie Fisher, Vice President, Operations, Strategic Planning & Projects at CIM Group moderates a panel discussion featuring Brendan Finn of Artivest, Richard Thoeny of Docupace, and Cheryl Wheeler of SS&C Technologies. In plain language, they all address the technological progress which has recently been made to enhance and streamline the transaction process for advisors using alternative investments.
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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