Carlyle has invested across the Aerospace, Defense, Government and Industrial sectors for more than 35 years.
WEBINAR
What Every RIA Must Know about Alternative Investments
August 14, 2019 @ 2:00 pm - 3:00 pmModerator(s): Darren Whissen
Panelist(s): Steven Bohn, Alan Feldman, David Pittman
What must every RIA know about alternative investments? Find out by viewing this on-demand webinar. Darren Whissen, Managing Partner at Aliso Advisors, moderated a panel discussion featuring Steve Bohn of Griffin Capital Securities, Alan Feldman of Resource, and David Pittman of Strategic Blueprint, LLC.
Download the slides 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
Recent
All Blue Vault Q1 2026 Nontraded BDC Performance Reports Now Available
Blue Vault has the performance data advisors need to evaluate Nontraded BDCs.
Blue Vault Q1 2026 Nontraded REIT Performance Report Update
Blue Vault has published 19 Nontraded REIT Individual Performance Pages for Q1 2026.
Capital Square Launches $41.85 Million DST for Newly Constructed Townhome Community Near Orlando
The offering seeks to raise $41.85 million in equity from accredited investors.
Most Popular
CIM Group Closes $154 Million in Hotel Loans on Three Properties Continuing Hospitality Industry Focus
These significant loans are representative of CIM Group’s ongoing focus on the hospitality industry which includes select-service and extended stay properties in addition to the full-service sector.
Nontraded BDC Fundraising Falls, Returns Rally in Q4 2025
Of all 22 open nontraded BDCs tracked by Blue Vault, 10 reported distributions exceeding the average of 9.15%.
What Working With 50+ Alternative Investment Firms has Taught Us About Marketing Bottlenecks
The firms that gain the most ground are usually the ones that improve how work moves—how it is requested, reviewed, tracked, and approved.
Explore
Past Webinars
May 28 @ 2:00 pm - 3:00 pm
Building the Land of OZ: Strategies for Transformative Development
What does it really take to build within an opportunity zone? In this session, Capital Square’s Natalie Mason, Executive Vice…
May 26 @ 2:00 pm
Converting Data into Decisions: A Blue Vault Portal Walkthrough
Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live…
May 14 @ 2:00 pm - 3:00 pm
What’s New in the Blue Vault Data Portal
Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live…
May 7 @ 4:00 pm - 5:00 pm
Delivered or Mid-Construction: Why FMV Strategy Matters
Please join Gordon Goldie, Partner, Housing and Community Development Solutions at Plante Moran, and Natalie Mason, Executive Vice President, Co-Head…
April 23 @ 2:00 pm - 3:00 pm
Fact & Future: Navigating Opportunity Zones in 2026 & What’s Next
Please join Stacy Chitty, co-founder and chief executive officer of Blue Vault Partners; Whitson Huffman, co-chief executive officer and chief…
