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Register now for “Trends That Matter to Your Business” with Mark Goldberg, Griffin Capital Securities

June 5, 2018

Register now for “Trends That Matter to Your Business” with Mark Goldberg, Griffin Capital Securities

 
Please join us Tuesday, June 19 at 2:00pm EDT as Blue Vault hosts Mark Goldberg, Chief Executive Officer of Griffin Capital Securities, LLC, for “Trends That Matter to Your Business”.
 
Mark will discuss:
  1. Disintermediation of assets – where from and where to 
  2. Demographics are in your favor – getting in front of a wave of opportunity
  3. When Advisors use Alternatives – a study in behavior
  4. The Impact of Capital Abundance – understand this and you can reduce client risk
  5. The Smart Money – Follow the trail…
Register for the webinar here or by clicking the button below
 
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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.