Webinar Clips

October 25, 2022

Advisor, Karlton Kleis: Shotgun to Rifle Approach with Alts during Economic Uncertainty

In this clip from the panel webinar, A Broker Dealer's Perspective on the Alts Market, Karlton Kleis (Managing Director...

October 25, 2022

Advisor, Rick Murphy: Alts Concerns in Current Economic Environment

In this clip from the panel webinar, A Broker Dealer's Perspective on the Alts Market, Rick Murphy (Executive VP, Berthel Fisher) describes...

October 14, 2022

Luke Schmidt: Strong Capital Raise Over Short Time Frame

In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), illustrates the strong capital raised in BDCs over a short span of time.

October 14, 2022

Luke Schmidt: New Trend in the Industry

In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), describes a new trend to watch with BDCs...

October 14, 2022

Jim Sprow: Key Points for NTRs in Q2 2022

In this clip from the BV Q2 2022 Update, Jim Sprow (Blue Vault's Senior VP, Research) addresses a few key points for NTRs in Q2 of 2022...

October 13, 2022

Jim Sprow: NTRs vs. S&P 500 Standard Deviation of Returns

In this clip from the BV Q2 2022 Webinar, Jim Sprow (Senior VP, Research for Blue Vault) explains the standard deviation of returns for the past 32 months for NTRs vs. S&P 500...

October 11, 2022

Josh Ungerecht: Caution for Advisors

In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) cautions advisors in the midst of this current economic storm...

October 11, 2022

Josh Ungerecht: Break the Back of Demand

In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) takes a macro view of what it will take...

September 28, 2022

Mark Lavery: Is There a Typical Structure of an Interval Fund Portfolio?

In this video clip from the webinar, "How Do Interval Funds Choose Their Investments?", Mark Lavery (First VP, Business Development for CIM) addresses whether or not there is a typical structure for interval fund portfolios.