Inside the V(ALT), with Bill Robbins of WealthForge

November 10, 2020

In Episode Twenty of Inside the V(ALT), Bill Robbins (Chief Executive Officer, WealthForge) returns to discuss parallels between the alternative investment industry and Election 2020, recent progress of WealthForge, and more.

To watch Bill’s appearance in Episode Three, click here.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers.

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Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.