Interval Fund Capital Raise & Redemptions

In this report, we explore interval funds and the relationship between gross dollars raised and the value of redemptions over the past five fiscal years.  With the structure of interval funds requiring periodic repurchases of common stock (typically 5% of outstanding common stock per quarter), it is important to understand the net effects of capital flowing into the sector.

Capital Raise & Redemptions Study 2018

Second Annual Blue Vault Broker Dealer Educational Summit 2016
2016 Broker Dealer Educational Summit 2016
May 30, 2016

Best Due Diligence meeting in the industry. No sales pitches, senior level decision makers, meaningful discussions and the Broker Dealer networking sessions were especially useful. Thanks to Blue Vault for raising the bar!