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Webinars

Upcoming Webinars

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Past Webinars

7 Ways to Build your Client Base – the Right Way February 27, 2020 @ 2:00 pm - 3:00 pm

7 Ways to Build your Client Base – the Right Way

This on-demand webinar is the second installment of the coaching series with Chris Goethe and Rick Forbus, PhD of Trove,…
Chris Goethe
| Presenter
Rick Forbus, PhD
| Presenter
A Deeper Look at CNL February 11, 2020 @ 2:00 pm - 3:00 pm

A Deeper Look at CNL

This on-demand webinar offers a deeper dive into one investment manager and their securities offerings. Our presenters review the data…
Stacy Chitty
| Moderator
James Sprow
| Presenter
A Deeper Look at Owl Rock January 23, 2020 @ 2:00 pm - 3:00 pm

A Deeper Look at Owl Rock

This on-demand webinar offers a deeper dive into Owl Rock's securities offerings. Our presenter reviews the data and metrics to…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Understanding the Importance of Blue Vault Research January 14, 2020 @ 2:00 pm - 3:00 pm

Understanding the Importance of Blue Vault Research

Join us on Tuesday, January 14rd at 2 pm for a detailed discussion of Blue Vault's research and how it…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Q3 2019 Vault View Nontraded REIT and BDC December 17, 2019 @ 2:00 pm - 3:00 pm

Q3 2019 Vault View Nontraded REIT and BDC

The Q3 2019 NTR and BDC "Vault View" on-demand webinar provides a wealth of industry data and performance pages on…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
A Deeper Look at FS Investments and Hines December 10, 2019 @ 2:00 pm - 3:00 pm

A Deeper Look at FS Investments and Hines

This on-demand webinar offers a deeper dive into the two investment managers and their securities offerings. Presenters review the data…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Succession Planning 2.0: Would You Buy Your Business? November 6, 2019 @ 1:00 pm - 2:00 pm

Succession Planning 2.0: Would You Buy Your Business?

This on-demand webinar includes helpful suggestions and practical guidance about shaping your business as if you are ready to sell…
Chris Goethe
| Moderator
Rick Forbus, PhD
| Panelist
Dr. John Rhodes
| Panelist
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