Professional Services Perspectives
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Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
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Recent News
Charles West: What Keeps an Advisor, Who is New to Alts, Up at Night?
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Charles West (Endurance Financial) describes some concerns that keep an advisor, who...
Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc. Phoenix will fulfill the agent and...
John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing...
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts...
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in...
More articles…
Clip: The Illiquidity Premium
Watch Jeb Bashaw and Jeff Kremin discuss some advisors’ objection to alts.
Bluerock Capital Markets’ Strong Inflows Continue with a Record $334 Million of New Equity in November and Record Capital Inflows Across Entire Product Suite
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer…
Jeb Bashaw and Jeff Kremin: The Illiquidity Premium
Jeb Bashaw talks about the Illiquidity Premium in this clip from the “Why Advisors Use Alts” webinar.
Jeb Bashaw: The Right Investment Manager is Crucial to Success
Jeb Bashaw talks about the importance of using the right asset managers in this clip from the “Why Advisors Use Alts” webinar.
Jeb Bashaw: None Old and Bold
Hear from Jeb Bashaw in this clip from the “Why Advisors Use Alts” webinar.
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