Events
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Blue Vault Database in Action
On Thursday, November 11, Luke Schmidt, Sr. Financial Analyst and Database Project Lead with Blue Vault, discussed the features of the new Blue Vault Database, including the recently released Nontraded Preferred Shares data. He demonstrated the unique database features and walked attendees through how this great tool can help you track existing investments and look …
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Why Advisors Use Alts Series 4: Real Investing Strategies from Real Advisors
Part four in our “Why Advisors Use Alts” Series took place on Wednesday, November 17, featuring a panel with John W. Kneisley, Managing Director of Prospect Capital Corporation, Geoff Flahardy, Director of National Accounts and Private Placement Specialist with ExchangeRight, Todd Halterman, Business & Tax Mitigation Consultant with Centaurus Financial, Inc., and Frederick E. Hubler, …
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Ready, Set, Crypto: the fast-moving world of digital assets with Steve Kurz, Partner at Galaxy Digital
As the crypto industry continues to mature and adoption trends accelerate, driving both market cap growth and greater quantities of institutional capital into the space1, is now the right time to invest? Join us on Wednesday, December 8, at 2:00 PM EST, as Nicholas Millikan, CFA, CAIA, Managing Director, Investment Strategy for CAIS, and Steve Kurz, Head …
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It’s Not About Your Services: 5 Ways to Connect with the Right Clients on Your Website
A mainstay on advisors’ websites has been a list of services. Yet from one advisor site to the next, the list looks virtually the same – especially to prospective clients. What stands out with prospects is if the site speaks to them, acknowledges their needs and provides a clear picture of the advisor. In this …
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BV Quarterly Update (Q3 2021)
Join us on Thursday, January 13, at 2:00 pm EST as the Blue Vault research team presents their Quarterly Update (Q3 2021) webinar. Our quarterly reviews provide a wealth of industry data and performance pages on nontraded REITs and BDCs. During this webinar, our presenters will cover highlights and offer insights from the third quarter …
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Why We Use Alts: An Advisor’s Perspective
Join us on Thursday, January 20, at 2:00 PM EST, for a webinar featuring Kevin Best, Personal Chief Financial Officer of Best Times Financial; Chad Clark, Partner and Senior Advisor with Redemption Capital; and Andrew Doughty, Senior Research Manager at Northeast Planning Associates. They will discuss how they choose alternative investments, client education strategies and …
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The Blue Vault Fee Study: Key Findings
On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and Luke Schmidt, Senior Financial Analyst with Blue Vault, discussed some of the notable happenings and results from 2021 in the Alternatives Industry. During this webinar our presenters shared highlights and offer insights from 2021. Watch on-demand. …
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2021 Alternative Investment Industry Highlights
On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and Luke Schmidt, Senior Financial Analyst with Blue Vault, discussed some of the notable happenings and results from 2021 in the Alternatives Industry. During this webinar our presenters shareed highlights and offer insights from 2021. Watch …
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506(c) Best Practices
This webinar took place June 15, featuring a panel discussing 506(c) best practices. The panel included Deborah S. Froling, Partner with Kutak Rock LLP, Sean Raft, Partner, CAO and General Counsel with Urban Catalyst, and Louis J. Rogers, Founder and CEO of Capital Square. They review the basics of a 506(c) offering and what the …
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What’s Inflation Doing to My Nontraded REIT Portfolio?
This webinar took place June 28, 2022 and included a panel webinar discussion of the impact inflation has on nontraded REITs. Panel includes Larry Barocas from Snowden Lane, Adam Larson from Cottonwood Communities, Jim Sprow from Blue Vault and Jay Steigerwald from Ashford. Register to watch the recording. On-Demand Please note: This webinar …
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Q1 2022 Update and Review
This webinar took place on July 12 with the Blue Vault research team presenting their Quarterly Update (Q1 2022). Our quarterly reviews provide a wealth of industry data and performance pages on nontraded REITs and BDCs. During this webinar, our presenters covered highlights and offered insights from the first quarter NTR Industry Review. Watch On-Demand …
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Cryptocurrency in IRAs: An Easy Solution
This webinar took place on July 14 and John Denza, Chief Commercial Officer at ErisX; Nick Donaldson, Founder, IAR of Investment Fiduciary Planners; and Michelle Thomas, Vice President at CNB Custody, discussed investing in cryptocurrency through IRAs. John is an expert in digital asset trading and clearing and presented cryptocurrency and blockchain information in understandable terms. He also demonstrated the ease …
