Learning Opportunities to Help Bring Alts
to the Forefront of Your Practice

Blue Vault offers several learning opportunities to help you better understand the industry, trends
and offerings, and to hear from other wealth advisors, asset managers and service providers.

The Blue Vault • Bowman Summit

MARCH 11-13, 2024 | OMNI PGA FRISCO (TX) RESORT

The Blue Vault Bowman Alts Summit is an annual conference that brings together essential voices in the growing alternative investment industry.

Learn More Register Now

The Blue Vault Minute

Perspectives on alts for wealth advisors from wealth advisors.

July 1, 2024

Market Conditions Impact on Full-Cycle Events

Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar clip.

August 2, 2023

Chad Clark: Alts Differentiate Your Practice

What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.

August 1, 2023

Brian Evans: Alternatives Are a True Diversification Class

Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault Minute.

July 27, 2023

Stacy Chitty: When Dividend Yields Can Be Deceptive

There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).

Upcoming Webinars

November 17 @ 9:00 am - 10:00 am

Comparing Alts Asset Performance and Market Trends (Alts Day 2024)

Join Luke Schmidt (Vice President, Research) and Stacy Chitty (Managing Partner) as Blue Vault reviews the performance and trends across…

Stacy Chitty: | Presenter
Luke Schmidt: | Presenter

November 17 @ 11:00 am - 11:50 am

Fundamentals of REIT Analysis (Alts Day 2024)

Watch Joshua Ungerecht, a Managing Partner at ExchangeRight, for “Fundamentals of REIT Analysis” give an overview of the benefits and…

Joshua Ungerecht: | Presenter

View more upcoming webinars. ALL WEBINARS

PAST WEBINARS

October 30, 2024 @ 2:00 pm - 3:00 pm

Exploring DSTs: Opportunities and Insights for Savvy Investors

Shawn O'Shaughnessy: | Panelist
Janet Correll: | Panelist
Zachary Mersmann: | Panelist
Robert Pecha: | Panelist
Stacy Chitty: | Moderator

October 16, 2024 @ 2:00 pm - 3:00 pm

Why Strong Underwriting is Essential

Warren Thomas: | Speaker

September 25, 2024 @ 2:00 pm - 3:00 pm

Stable Income, Regardless of Rate Cuts

Joseph Roth: | Moderator

September 19, 2024 @ 2:00 pm - 3:00 pm

Mid-Year Alternative Investments Performance Update

Luke Schmidt: | Presenter

Looking for more past webinars?

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Podcasts & Highlight Videos

August 30, 2024

Inside the V(ALT) with Fred Hubler of Creative Capital Wealth Management Group – Part 1

In Part 1 of this Inside the V(ALT) discussion, Fred Hubler of Creative Capital Wealth Management Group talks about his Retainer Based Academy program, why he built the program and how it works. Learn more about the Retainer Based Academy.

Participants: Fred Hubler

August 8, 2024

Inside the V(ALT) with Jay Frank

Jay Frank, President of Cantor Fitzgerald Asset Management, talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability.”

Participants: Jay Frank

November 1, 2023

Inside the V(ALT), with Josh Guggenheim

Josh Guggenheim, VP of Acquisitions, introduces us to Gold Leaf Farming, defines specialty farmland, describes what makes the asset class an attractive investment opportunity, and points out its tax benefits in this episode of Inside the V(ALT).

Participants: Josh Guggenheim

April 11, 2023

Inside the V(ALT), with Brian King

Brian King, (CEO, LODAS Markets) discusses LODAS’ alternative investment secondary market, who its typical buyers and sellers are, and how its exchange works in this episode of Inside the V(ALT).

Participants: Brian King

September 14, 2022

Inside the V(ALT), with Joe Ujobai

Joe Ujobai (Chief Executive Officer, AIX) discusses the democratization of alternative investments in this episode of Inside the V(ALT). Is it really happening? Why or why not?

Participants: Joe Ujobai

September 13, 2022

Inside the V(ALT), with Bill Robbins

Bill Robbins (CEO, WealthForge) discusses Altigo’s recent milestone, lessons learned along the way, and technology holdouts in this episode of Inside the V(ALT).

Participants: Bill Robbins

June 7, 2022

Inside the V(ALT), with Erik Hayden

Erik Hayden (Founder & CEO) discusses Urban Catalyst’s differentiators, inflation’s impact on real estate, and the “California Exodus” in this episode of Inside the V(ALT).

Participants: Erik Hayden

April 14, 2022

Inside the V(ALT), with Jim Condon and Pat Miller

This Inside the V(ALT) episode features Jim Condon (Managing Partner) and Pat Miller (Managing Partner) discussing StratCap’s recent rebrand and its full-service platform.

Participants: Jim Condon, Pat Miller

December 7, 2021

Inside the V(ALT), with Warren Thomas

Warren Thomas, Managing Partner at ExchangeRight, returns to Inside the V(ALT) to talk about REITs, exit strategies, and more.

Participants: Warren Thomas, CPA

October 4, 2021

Inside the V(ALT), with David Fisher

How might the Biden Administration’s American Families Plan in its current form restrict Section 1031? What do the proposed amendments to Section 138312 mean? David Fisher answers these questions, tells how to get involved in advocacy and lobbying efforts, and more in this episode of Inside the V(ALT).

Participants: David Fisher