Professional Services Perspectives

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Marketing Is the New Sales

Marketing Is the New Sales

The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.

BC Partners promotes four new Partners

“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.

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Daniil Shapiro: Defining Alts

Daniil Shapiro: Defining Alts

Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar, Integrating Alternative Investments into Your...

Kimberly Flynn: The Growth of Interval Funds

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...

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UMB Bank: Lifecycle Support for Alts Product Sponsors

Blue Vault research subscribers can UMB’s Blue Vault Bowman Alts Week 2022 presentation, featuring Jason Fry (Senior Vice President, National Director of Business Development), Mike Huisman (Senior Vice President, Director of Transfer Agency), and Amy Small (Executive Director, Institutional Custody).

Keynote: Breaking Down the Barriers to Investing in Alternative Investments (CAIS)

Blue Vault research subscribers can watch CAIS’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Diana Britton (Managing Editor, Wealth Management), Brendan Ciddihy (Chief Operating Officer, CAIS), Justin Fay (Director, Global Strategy and Product Management, BNY Mellon | Pershing), and Joe Raieta (Partner, Managing Director, Snowden Lane Partners).

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