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WEBINAR
Why Attend the Alts Summit 2023
January 31, 2023 @ 2:00 pm - 2:30 pmHear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring any questions you may have about the summit. Stacy Chitty, Managing Partner of Blue Vault, will be joined by James Bayard, CFP® of Capital South Wealth Management and Daniel Goodwin…
Presenter/s: Stacy Chitty, James Bayard CFP®, ChFC®, RICP®, AIF®, Daniel Goodwin
Hear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring any questions you may have about the summit. Stacy Chitty, Managing Partner of Blue Vault, will be joined by James Bayard, CFP® of Capital South Wealth Management and Daniel Goodwin of Provident Wealth Advisors.
Attendees will get a discount code for summit registration. Register today to reserve your spot.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, 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
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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…
