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WEBINAR
Differentiating Through Faith-Based Private Market Solutions
October 19, 2023 @ 2:00 pm - 3:00 pmOn Thursday, October 19, Micky Reeves, Senior Wealth Advisor with EverSource, and Daniel Phillips, Director of Investments at EverSource shared the EverSource story and their experience with a movement towards aligning clients’ portfolios to their values. Values-based investing can be a differentiating factor in your wealth management practice and alternative…
Presenter/s: Daniel Phillips, Micky Reeves
On Thursday, October 19, Micky Reeves, Senior Wealth Advisor with EverSource, and Daniel Phillips, Director of Investments at EverSource shared the EverSource story and their experience with a movement towards aligning clients’ portfolios to their values. Values-based investing can be a differentiating factor in your wealth management practice and alternative investments are an important piece of this puzzle.
Click below to watch the webinar on-demand.
Please note: The 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 is 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.
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Past Webinars
October 30 @ 2:00 pm - 3:00 pm
Exploring DSTs: Opportunities and Insights for Savvy Investors
Join us for an informative webinar, "Exploring DST: Opportunities and Insights for Savvy Investors," featuring industry experts Shawn O'Shaughnessy from…
October 16 @ 2:00 pm - 3:00 pm
Why Strong Underwriting is Essential
Watch "Why Strong Underwriting is Essential", a webinar focused on the critical role of meticulous underwriting in real estate investments…
September 25 @ 2:00 pm - 3:00 pm
Stable Income, Regardless of Rate Cuts
Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…
September 19 @ 2:00 pm - 3:00 pm
Mid-Year Alternative Investments Performance Update
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…
August 28 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
