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Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage

Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage

September 29, 2021

Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage September 28, 2021 | James Sprow A Blue Vault ALTSTECH Series Webinar September 9, 2021 Panelists: Bill Robbins, CEO of WealthForge Drew Jackson, President and CEO of Concorde Investment Services James Brunger, Executive VP National Sales from Capital Square These industry experts discussed …

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An Option for Streamlined Settlement of Private Placement Bonds

September 23, 2021

An Option for Streamlined Settlement of Private Placement Bonds September 1, 2021 | Tim Cook In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach for settling the private placement bonds themselves. We may already be …

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iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market

September 22, 2021

iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market Strengthens commitment to financial advisor education September 22, 2021 |  iCapital Network  iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), …

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Clip: Government Assistance Worked

August 30, 2021

Watch Andrew Winer’s take on the effects of government intervention during the pandemic in this clip from Inside the V(ALT).

Clip: CRE Lending Opportunity

August 30, 2021

Don MacKinnon talks about the future of CRE lending opportunities in this clip from Inside the V(ALT).

Clip: All Credit All The Time

August 30, 2021

Learn more about Sound Point Capital from Don MacKinnon and Andrew Winer in this clip from Inside the V(ALT).

Clip: Who is SS&C?

August 25, 2021

In this clip from Inside the V(ALT), Nicole Greene explains who SS&C’s clients are.

 

 

Clip: Is Industrial Over-Heated?

August 25, 2021

In this clip from Inside the V(ALT), Jason Gandy covers industrial’s fundamentals and whether investors can still grow NOI in the current climate.

 

Clip: Family Offices

August 16, 2021

In this clip from Inside the V(ALT), Kirk Montgomery defines the family office and the services it provides to clients.

 

Clip: The Biggest Misperception

August 5, 2021

Is the current recession real estate-driven? Find out in this clip from Inside the V(ALT), where Randy Anderson talks about investor misperceptions.

 

Clip: Yield is Hard to Come By

August 5, 2021

In this clip from Inside the V(ALT), Randy Anderson talks about the challenge of generating income in an environment where yields are low relative to historic levels.

Clip: Who is Griffin Capital?

August 5, 2021

In this clip from Inside the V(ALT), Randy Anderson provides an overview of Griffin’s offerings and strategies.

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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.