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Guide the Journey or Rush the Sale

Guide the Journey or Rush the Sale

Marketing Intent Imagine walking into a networking event, and before you’ve even introduced yourself, someone hands you their business card and launches into a pitch about...

Consistent Producers or One-Hit Wonder

Consistent Producers or One-Hit Wonder

Marketing Intent There’s a real sense of accomplishment when an advisor makes their first investment in your fund. It’s the result of all the meetings, questions, and effort...

Marketing Intent: Get 20+ experts for your marketing budget

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Private Credit Funds: Challenges and Opportunities

Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market’s less volatile nature drive more fund managers toward the private credit space. Preqin recently estimated the market’s...

Luke Schmidt: Education is Key

Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the importance of ongoing alts education for advisors…

Daniil Shapiro: Defining Alts

Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar…

Kimberly Flynn: The Growth of Interval Funds

Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue Vault Alts Angle video.

Marketing Intent: Marketing That Helps Bring Capital In The Door

Marketing Intent: Marketing That Helps Bring Capital In The Door May 15, 2023 | Marketing Intent If you’re not doing marketing that’s helping bring capital in the door, why are you doing it? THE REALITY IS THAT THERE’S A LOT OF MARKETING DONE IN OUR INDUSTRY THAT JUST...

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