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  • A Deeper Look at Blackstone

    This webinar took place on Wednesday, July 26, offering a deeper dive into Blackstone's offerings. James Sprow and Luke Schmidt, from the Blue Vault Research Team, reviewed the data and metrics to paint an overall picture of Blackstone's performance. They offer their insights and analysis of the performance data, as well as provided notable takeaways. …

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  • How My Practice Changed by Incorporating Alts

    This webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren Thomas of ExchangeRight. Brian and Warren share how they differentiated and grew their practices by offering alternative investments. These two industry veterans share their insight on the Alts industry and their unique experience with the …

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  • Beyond Real Estate: What Else is Out There? Part 1: What Advisors Should Know About Private Equity, Private Credit and More

    You may have dipped your toe into alts with real estate investments in the past. But with current market headwinds facing the real estate industry, now is the time to expand your horizons. With many structures available that extend beyond real estate, it’s important for registered reps and advisors to understand the wide array of …

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  • Beyond Real Estate: What Else is Out There? Part 2: Energy, Venture Capital and Private Equity

    Mat Dellorso, Chief Revenue Officer at Altigo and Richard Hillson, Founder at Hillson Consulting are hosting a 3-part webinar series about a variety of alternative investment asset classes every advisor should know about. Part 2 took place on September 12 discussing energy, venture capital and private equity. The panel featured Christian Munafo, Chief Investment Officer …

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  • Unleashing the Power of Cost Segregation Analysis in 1031 Exchanges/ DSTs and Beyond

    Unlock the potential of your real estate investments during this in-depth exploration of cost segregation analysis, a helpful strategy that empowers investors to help optimize return potential, minimize tax liabilities, and harness the full financial potential of their property investments. Join Kent Fitzpatrick, Managing Director of Asset Strategy, and Brian Sanborn, Client Portfolio Manager at …

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  • Opportunities Abound in the Growing Interval Fund Market

    Kim Flynn of XA Investments hosts Josh Hoffman, Managing Director at Bluerock and Jeremy Held, Managing Director of Bow River Capital, for a discussion of the growing interval fund market. This knowledgeable panel discusses new product trends in the interval fund market, as well as growth expectations as the market evolves and new investment managers …

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  • A Deeper Look at Bluerock

    On Thursday, September 28, Luke Schmidt, from the Blue Vault Research Team reviewed the data and metrics to paint an overall picture of Bluerock's performance. He offered his insights and analysis of the data, as well as provided notable takeaways. The presentation includes discussions of the following: Trends and statistics Performance Capital raised Notable takeaways …

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  • Differentiating Through Faith-Based Private Market Solutions

    Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.