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3 questions independent broker-dealers should ask private equity product sponsors

February 14, 2017

3 questions independent broker-dealers should ask private equity product sponsors

While private equity could become a positive force in the retail alternatives space, not all sponsors are created equal

Feb 13, 2017 @ 5:37 pm | by Clive Slovin | InvestmentNews.com

Just two years ago, non-traded real estate investment trusts and business development companies were in favor among retail investors seeking increased opportunities for yield. Since then, a combination of increased regulatory complexity, negative media scrutiny and changing market conditions have caused many retail financial advisers and their clients to step away from these investments.

Many of the same forces are currently impacting energy-related programs targeted at the accredited investor (generally those with income over $200,000 per annum or an investable net worth of at least $1 million) with similar results.

But the very conditions that drove demand for income-generating or total return-oriented retail alternatives — such as an exceptionally low interest rate environment, creating a yield-starved investing landscape — remain fundamentally unchanged.

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Steve Siepak
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.