WEBINAR

Blue Vault Website and Database Upgrades Walkthrough
December 12, 2023 @ 2:00 pm - 2:30 pm
Join us on Tuesday, December 12, at 2:00 pm EST for a short demonstration of the numerous upgrades to the Blue Vault website and alternative investments database. Luke Schmidt will walk through the highlights including: improved site layout, the new log-in screen for members, finding studies and pdfs, sorting and…
Presenter/s: Luke Schmidt

Join us on Tuesday, December 12, at 2:00 pm EST for a short demonstration of the numerous upgrades to the Blue Vault website and alternative investments database. Luke Schmidt will walk through the highlights including: improved site layout, the new log-in screen for members, finding studies and pdfs, sorting and filtering the industry data, individual product performance pages, and more.

There will be time for questions; register today to reserve your spot.

Register Now 

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Luke Schmidt
Senior Financial Analyst Blue Vault Presenter

Recent

Most Popular

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now

Past Webinars

Alternative Investment Due Diligence Considerations for Advisors November 15, 2023 @ 2:00 pm - 3:00 pm

Alternative Investment Due Diligence Considerations for Advisors

Effective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law…
Catherine Bowman, Esq.
| Panelist
Jacob Heidkamp, JD, MBA
| Panelist
Steve Ogrin, M.B.A.
| Panelist
A Deeper Look at CIM Group November 8, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at CIM Group

Join us on Wednesday, November 8, at 2:00 pm EDT for a deeper dive into CIM's offerings. James Sprow and…
James Sprow
| Presenter
Luke Schmidt
| Presenter
Why Alts Sponsors Need a Managing Broker-Dealer November 7, 2023 @ 2:00 pm - 3:00 pm

Why Alts Sponsors Need a Managing Broker-Dealer

Join WealthForge executives - Michael Roman, Managing Director, MBD Services, and Jim Raper, Chief Compliance Officer - to get to…
Michael Roman
| Presenter
Jim Raper
| Presenter
Gold Leaf: A Modern Farming Company October 26, 2023 @ 2:00 pm - 3:00 pm

Gold Leaf: A Modern Farming Company

Hear from Gold Leaf executives - Jack McCarthy, Co-Founder & CEO, Brandon Rebiero, Co-Founder and Head of Farming, and Josh…
Jack McCarthy
| Presenter
Brandon Rebiero
| Presenter
Josh Guggenheim
| Presenter