Most alternative investment sponsors don’t have large marketing departments – but that doesn’t mean they can’t execute at a high level. This episode of Inside the V(ALT) with Cherie Fournier and Alise Lucero of Marketing Intent is packed with practical strategies to help lean teams scale their marketing efforts using strategic outsourcing, automation tools, and…

In Part 1 of this Inside the V(ALT) discussion, Fred Hubler of Creative Capital Wealth Management Group talks about his Retainer Based Academy program, why he built the program and how it works. Learn more about the Retainer Based Academy.

Jay Frank, President of Cantor Fitzgerald Asset Management, talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability.”

Bill Robbins (CEO, WealthForge) discusses Altigo’s recent milestone, lessons learned along the way, and technology holdouts in this episode of  Inside the V(ALT).

Bill Robbins (CEO, WealthForge) discusses Altigo’s recent milestone, lessons learned along the way, and technology holdouts in this episode of  Inside the V(ALT).

Warren Thomas, Managing Partner at ExchangeRight, returns to Inside the V(ALT) to talk about REITs, exit strategies, and more.

Miguel Sosa visits Inside the V(ALT) to discuss the three significant challenges investors face in seeking compelling diversification options.