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. Register by November 15th to be eligible for one of four $250 Omni PGA Frisco (TX) Resort credits. Apply towards golf, spa, or dining experiences or as a room credit.

Learn More Register Now

The Blue Vault Minute

Perspectives on alts for wealth advisors from wealth advisors.

Upcoming Webinars

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PAST WEBINARS

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Podcasts & Highlight Videos

August 13, 2021

Inside the V(ALT), with Kirk Montgomery

What is a family office? In this episode of Inside the V(ALT), Kirk Montgomery explains the family office, how it is regulated, its trend towards alternative investments, and more.

Participants: Kirk Montgomery

August 5, 2021

Inside the V(ALT), with Randy Anderson

In this episode of Inside the V(ALT), Randy Anderson discusses income generation, post-COVID recovery, investor misperceptions, and much more.

Participants: Randy Anderson, Ph.D., CRE

July 23, 2021

Inside the V(ALT), with Louis Rogers

In this episode of Inside the V(ALT), Louis Rogers comments on multifamily fundamentals, migration from gateway cities, the effects of inflation on multifamily, and much more.

Participants: Louis Rogers

July 21, 2021

Inside the V(ALT), with Gary Davi

In this episode of Inside the V(ALT), Gary Davi discusses Centersky’s focus this year and moving forward, turning an IT department from a cost center to a revenue center, how Centersky’s approach can help both the wholesaler and the advisor, and more.

Participants: Gary Davi

July 6, 2021

Inside the V(ALT), with Amy Small

This episode of Inside the V(ALT) features Amy Small talking about the role of custodians in a digital world, digitization and automation, fraud risk in the digital era, and more.

Participants: Amy Small

May 25, 2021

Inside the V(ALT), with H. Michael Schwartz and Ben Aitkenhead

In this episode of Inside the V(ALT), Michael Schwartz and Ben Aitkenhead talk about technology and customer service advances in the self storage and single family rental sectors, solving for both coverage and value with income and growth, consolidation opportunities, and much more.

Participants: H. Michael Schwartz, Ben Aitkenhead

May 25, 2021

Inside the V(ALT), with Bill Robbins and Megan Bosch

In this episode of Inside the V(ALT), Bill Robbins and Megan Bosch cover some of the Altigo platform’s recent milestones, the secret to Altigo’s success, and its acceptance by broker dealers and advisors.

Participants: Bill Robbins, Megan Bosch

May 18, 2021

Inside the V(ALT), with Miguel Sosa

Miguel Sosa visits Inside the V(ALT) to discuss the three significant challenges investors face in seeking compelling diversification options.

Participants: Miguel Sosa

April 28, 2021

Inside the V(ALT), with Warren Thomas

In this episode of Inside the V(ALT), Warren Thomas talks about vertical integration, red flags broker dealers and advisors should be aware of, and future opportunities and challenges in the net-leased market.

Participants: Warren Thomas, CPA

February 25, 2021

Inside the V(ALT), with Jolly Singh

In this episode of Inside the V(ALT), Jolly Singh covers CIM's history and unique approach to investing in urban communities and real estate; the types of real estate CIM focuses on; the communities with the best opportunities for investment; and more.

Participants: Jolly Singh