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. Your registration does include attendance by a second advisor from the same practice at no additional cost, and a discounted rate for the third or more advisors from the same practice.
The Blue Vault Minute
Perspectives on alts for wealth advisors from wealth advisors.
Stacy Chitty: Zombie REITs
Some nontraded REITs continue to live on, despite having paid no distributions for many years and seeing their net asset values decline over time. Watch Stacy Chitty talk about one zombie REIT in this Blue Vault Minute.
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.
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.
PAST WEBINARS
Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market
Differentiating Through Faith-Based Private Market Solutions
Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity
“Ask Us Anything” Marketing to Help Raise Capital for Alternative Investment Sponsors
Looking for more past webinars?
Podcasts & Highlight Videos
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).
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?
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).
Bill Robbins
September 13, 2022
Inside the V(ALT), with Chris Shaw
Watch as Chris Shaw steps Inside the V(ALT) to talk about digital fund structures, retail alternative product evolution, and how distribution channels were affected by COVID-19.
Chris Shaw
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).
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.
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.
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).
David Fisher
August 30, 2021
Inside the V(ALT), with Don MacKinnon and Andrew Winer
How is the current lending environment different from pre-pandemic conditions? Are there certain sectors or geographic areas with more attractive lending opportunities? Don MacKinnon and Andrew Winer answer these questions and more in this episode of Inside the V(ALT).
Don MacKinnon, Andrew Winder
August 25, 2021
Inside the V(ALT), with Nicole Greene
What changes has Nicole Greene observed in the alternative investments setting? What challenges do they present? Find out in this episode of Inside the V(ALT).
Nicole Greene
Browse Learning Opportunities
THE BLUE VAULT MINUTE
Insights for advisors from advisors
Webinars
Asset managers, service providers and Blue Vault on alts topics
Podcasts
Breaking down alts one-on-one with asset managers and service providers
Videos
Short, impactful clips from webinars, podcasts and events
Access Detailed Asset Manager and Offering Information
Become a member to access our detailed reports and get info on sponsor acquisitions, capital raise and financials.
