Professional Services Perspectives
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Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
Why wealth advisors should care about the future of federal tax policy
Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.
With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Blue Vault Q3 2024 NTR data show Blackstone taking control of redemptions and continuing to outperform, potentially signaling a much-needed industry turnaround.
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.
Recent News
Lucy Lu Munro: Attraction of Interval Funds
In this clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) explains what makes interval...
Abby Salameh: Understanding the Needs of the Client
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Abby Salameh (Chief Marketing Officer, CAIS) addresses the importance of...
Which nontraded BDC raised $224.4 million in capital in August 2022?
Which nontraded BDC raised $224.4 million in capital in August 2022? Answer: Blue Owl Capital Inc. (formerly Owl Rock Capital Advisors) raised $224.4 for Owl Rock Core...
Leitbox Storage Partners Acquires Self-Storage Facility Outside of Atlanta, GA
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama, announced today its acquisition of a self-storage...
Blackstone Private Credit Fund Provides Income Consistency
Blackstone Private Credit Fund Provides Income Consistency September 27, 2022 | James Sprow | Blue Vault Blackstone Private Credit Fund (“BCRED”), a non-traded business...
Solar Energy Overview
Solar Energy Overview September 27, 2022 | Marketing Intent Growth in Solar Energy As part of the renewable energy sector, solar investments are essential to reducing carbon...
More articles…
Which investment manager invests in cell towers, wireless easements, fiber optic networks, small cells and distributed antenna systems?
Strategic Capital Fund Management has Strategic Wireless Infrastructure Management , LLC, an investment manager and strategic capital partner focused…
Alternative Fund Advisors Selects UMB Fund Services to Provide Services to the Firm’s First Registered Closed-End Interval Fund
UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to…
Leitbox Storage Partners Announces Full-Cycle Storage Disposition of its Palm Beach, FL facility
Leitbox Storage Partners, LLC, a vertically-integrated, self storage platform, based in Birmingham, Alabama, announced today…
Pacific Oak Capital Markets Taps Industry Veteran Bill Talbott to Lead Sales Efforts in Ohio Valley
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial industry veteran…
Kirk Montgomery: Family Offices Moving Toward Alts
In this clip from Inside the V(ALT), Kirk Montgomery explores the evolution of family offices and alternative investments.










