Events
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A Deeper Look at Carter Validus and Griffin Capital
This on-demand webinar offers a deep dive into two investment managers and their securities offerings. We review the data and metrics for Carter Validus and Griffin Capital to paint an overall picture of the performance of each of the investment managers. Our research team offers their insights and analysis of the data, as well as …
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What Every RIA Must Know about Alternative Investments
What must every RIA know about alternative investments? Find out by viewing this on-demand webinar. Darren Whissen, Managing Partner at Aliso Advisors, moderated a panel discussion featuring Steve Bohn of Griffin Capital Securities, Alan Feldman of Resource, and David Pittman of Strategic Blueprint, LLC. Download the slides here.
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How is Technology Making Investing in Alts Easier?
This on-demand webinar reviews how technology is making investing in alternatives an easier process. Angie Fisher, Vice President, Operations, Strategic Planning & Projects at CIM Group moderates a panel discussion featuring Brendan Finn of Artivest, Richard Thoeny of Docupace, and Cheryl Wheeler of SS&C Technologies. In plain language, they all address the technological progress which …
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A Deeper Look at Cottonwood and AR Global
This on-demand webinar offers a deeper dive into the two investment managers and their securities offerings. We review the data and metrics for Cottonwood and AR Global to paint an overall picture of the performance of each of these investment managers. Our research team offers their insights and analysis of the data, as well as …
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Q2 2019 “Vault View” NTR & BDC Quarterly Review Summary
FeaturedThe Q2 2019 NTR and BDC "Vault View" on-demand webinar provides a wealth of industry data and performance pages on nontraded REITs and nontraded BDCs. During this webinar, our presenters include a summary of those reports and touch on a few notable takeaways. The presentation includes discussions of the following: • Current industry trends and …
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A Deeper Look at CIM Group and SmartStop
Watch this on-demand webinar for a deep dive into the two investment managers and their securities offerings. Our presenters review the data and metrics for CIM Group and SmartStop to paint an overall picture of the performance of each of these investment managers. Our research team offers their insights and analysis of the data, as …
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Nontraded REITs 2.0: Your Clients Deserve Private Real Estate Returns
This on-demand webinar is the next installment in the Blue Vault Alts Series with a panel of industry experts discussing what you should expect from version 2.0 of nontraded REITs. Moderated by Zane Doyle of Phoenix American Financial Services, the panel includes Adam Larson of Cottonwood, Brian Rivera of CIM Group, and H. Michael Schwartz …
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A Deeper Look at Leitbox, Sixty West and Triton Pacific
This on-demand deeper dive webinar is slightly different from the other in this series. As these are newer investment managers, this will be more of an introduction into Leitbox, Sixty West and Triton Pacific and their securities offerings. Our research team reviews each offering and the available data, as well as provides notable takeaways. Download …
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Understanding the Importance of Blue Vault Research
This event has passed. However, you can join us on Dec. 3rd for another live review of Blue Vault's research. This webinar includes a detailed discussion of Blue Vault's research and how it can be used to invest with confidence. Our goal is to provide the most in-depth and thorough research available on alternative investments, …
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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 it. Moderated byChris Goethe, Owner, Voyage Franchising, the panel includes Dr. John Rhodes, CNL Capital Markets Corp. and Rick Forbus, PhD, Trove, Inc. The groups offers their insights on looking at your business from a …
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Current Excitement and Trends with Private Placements – Is There Really a There There?
This on-demand webinar is the second installment in our Private Offerings series. Kirk Montgomery, Managing Partner of Kirk Montgomery Law, LLC and industry veteran, moderates a panel discussion featuring Minh Le with FINRA and Clive Slovin with SFA. The panel discusses trends in the private placement space, the importance of a good compliance program, the …
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How Technology Has Forever Changed the Landscape for Advisors Using Alts
This on-demand webinar is the next installment in the Blue Vault Technology Series with a panel of industry experts discussing how technology is advancing alternative investments. Moderated by Angie Fisher of CIM Group, the panel includes Mike Huisman of Envision Financial Systems, Inc., Michael Page of Riskalize, and Kevin Zwick of WealthForge. The presentation includes …
