Blue Vault’s Broker Dealer Partners will attend its upcoming March 13-15 Summit to hear from 16 alternative investment sponsors and conduct their own due diligence on the sponsors and the securities offerings they sell on behalf of their financial advisors.  One of the more unique parts of the Blue Vault Summit is the private interaction conducted by the attending Broker Dealers immediately following each sponsor presentation.

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.