EVENTS

Alts and Answers Luncheons

Real questions. Real insights. Really good lunch.

Join us for the launch of Blue Vault’s new Alts and Answers Luncheon Series, designed exclusively for wealth advisors seeking timely insights and unique alternative investment strategies – all in a concise, in-person format that respects your time.

As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.

 

What to Expect

  • Hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class.
  • Each sponsor will deliver a focused 12-minute presentation over lunch, giving you actionable ideas and clear insight.

See below for cities, dates, and sponsoring firms. Venue names and addresses will be announced as they become available.

Asset Managers and Service Providers: interested in sponsoring an Alts and Answers Luncheon? Contact us!

Chicago, IL | July 23, 2025

University Club of Chicago
Northwestern Room
76 East Monroe Street
Chicago, IL 60603

Doors open at 11:30 AM
Lunch service begins at 12:00 PM
Catering by the University Club of Chicago

12:00 – 1:15 PM CDT

Sponsored by:
Veritas Investment Group
XA Investments

Registration Closed

Houston, TX | August 14, 2025

The Goodman @ Village Towers
9655 Katy Freeway
Houston, TX 77024

12:00 – 1:15 PM CDT

Doors open at 11:30 AM
Lunch service begins at 12:00 PM
Catering by Masraff’s

Parking Information:
Parking is available in any unreserved spot on the 5th floor of the parking garage or above. For more information, please see The Goodman Event Parking Guide.

Sponsored by:
Veritas Investment Group
XA Investments

Registration closed

Dallas–Fort Worth, TX | August 28, 2025

Timarron Country Club
1400 Byron Nelson Pkwy
Southlake, TX 76092

12:00 – 1:15 PM CDT

Doors open at 11:30 AM
Lunch service begins at 12:00 PM

Sponsored by:
ExchangeRight
Invito Energy Partners
XA Investments

Registration closed

Atlanta, GA | October 15, 2025

Buckhead Club
3344 Peachtree Rd NE #2600
Atlanta, GA 30326

12:00 – 1:15 PM EDT

Doors open at 11:30 AM
Lunch service begins at 12:00 PM

Sponsored by:
ExchangeRight
Veritas Group

XA Investments

Registration closed

Phoenix, AZ | October 22, 2025

Fleming’s Prime Steakhouse & Wine Bar
6333 North Scottsdale Road
Scottsdale, AZ 85250

12:00 – 1:15 PM MST

Doors open at 11:30 AM MST
Lunch service begins at 12:00 PM; Presentations begin at 12:10 PM MST

Sponsored by:
Capital Square
Perini Capital sub-adviser to the Catalyst/Perini Strategic Income Fund (CSIOX)

Veritas Group

Registration closed

Tampa, FL | November 19, 2025

Centre Club
123 S. West Shore Blvd
8th Floor
Tampa, FL 33609

8:00 – 9:15 AM EST

Doors open at 7:30 AM
Breakfast service begins at 7:50 AM

ExchangeRight
S2K
Sandy Bay Partners
Venu

Veritas Group

Register Now

New York, NY | December 16, 2025

Harvard Club of New York City
35 West 44th Street
New York, NY 10036

Luncheon time:
12:00 PM – 1:15 PM ET
Check-in begins at 11:35 AM ET
Lunch service begins at 11:50 AM ET

Optional CE Credit Session:
10:45 AM – 11:35 AM ET
Understanding 1031 Exchanges, DSTs, and 721 UPREITs
Speaker: Josh Hoffman, President, BVEX
Check-in begins at 10:30 AM ET

Luncheon Sponsored by:
Bluerock
Inspira Financial

J.P. Morgan Asset Management
Veritas Group

Register Now

New York, NY | December 17, 2025*

Bluerock offices
919 Third Avenue
40th Floor, Suite 4000
New York, NY 10022

12:00 PM – 1:15 PM EST

*Broker Dealer home office only

Sponsored by:
Ashford
Bluerock
Veritas Group

Register Now

West Palm Beach, FL | January 21, 2026

Location TBA

12:00 – 1:15 PM EST

Sponsored by:
Capital Square
ExchangeRight

Register Now

Fort Lauderdale, FL | January 22, 2026

Location TBA

12:00 – 1:15 PM EST

Sponsored by:
Capital Square

Register Now

San Francisco, CA | February 17, 2026

Location TBA

12:00 – 1:15 PM PST

Register Now

Los Angeles, CA | February 18, 2026

Location TBA

12:00 – 1:15 PM PST

Register Now

San Diego, CA | February 19, 2026

Location TBA

12:00 – 1:15 PM PST

Register Now

Orlando, FL | March 11, 2026

Location TBA

12:00 – 1:15 PM EDT

Register Now

Boston, MA | March 25, 2026

Location TBA

12:00 – 1:15 PM EDT

Register Now

Tallahassee, FL | April 16, 2026

Location TBA

12:00 – 1:15 PM CDT

Register Now

Nashville, TN | April 23, 2026
Charlotte, NC | May 14, 2026

Location TBA

12:00 – 1:15 PM EDT

Register Now

Atlanta, GA | May 21, 2026

Location TBA

12:00 – 1:15 PM EDT

Sponsored by:
Capital Square

Register Now

Philadelphia, PA | June 11, 2026

Location TBA

12:00 – 1:15 PM EDT

Sponsored by:
Capital Square

Register Now

Denver, CO | June 17, 2026

Location TBA

12:00 – 1:15 PM EDT

Register Now

Indianapolis, IN | September 16, 2026

Location TBA

12:00 – 1:15 PM EDT

St. Louis, MO | September 30, 2026

Location TBA

12:00 – 1:15 PM EDT

Kansas City, MO | October 1, 2026

Location TBA

12:00 – 1:15 PM EDT

Omaha, NE | October 14, 2026

Location TBA

12:00 – 1:15 PM EDT

Des Moines, IA | October 15, 2026

Location TBA

12:00 – 1:15 PM EDT

Puerto Rico | November 5, 2026

Location TBA

12:00 – 1:15 PM EDT

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