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.
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its practice.
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.
Brian Evans: Vetting Alts Sponsors for Your Practice
In this Blue Vault Minute, Brian Evans (Founder, Madrona Financial Services) talks about the factors he considers when choosing which alts sponsors to work with in his practice.
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).
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Jolly Singh
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.
