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Clip: Reg BI and Alternative Investments

July 14, 2020

Clip: Reg BI and Alternative Investments

In this clip, Kirk Montgomery (Partner, Practus, LLP) and Stacy Chitty (Managing Partner, Blue Vault) discuss Reg BI and alternative investments as a useful component of an overall portfolio.

Click here to watch the full episode.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

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Broker Dealer Educational Summit 2016
May 30, 2016

The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.

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