Name: Steve Siepak
Item: Blue Vault session at the recent National Planning Holdings National Conference
Rating: 5
Author: Steve Siepak

November 18, 2015

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Blue Vault session at the recent National Planning Holdings National Conference

September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

*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.

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.

Blue Vault’s 3rd quarter NTR Review and BDC Review will be released Dec. 10, 2015. Individual NTR performance pages will begin being released as completed, starting this Friday, Nov. 20, 2015.

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BVD (Blue Vault Database)

Blue Vault’s 3rd quarter NTR Review and BDC Review will be released Dec. 10, 2015. Individual NTR performance pages will begin being released as completed, starting this Friday, Nov. 20, 2015.

Recent News

Who we are

Store

BVD (Blue Vault Database)

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