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

[ecs-list-events excerpt=’true’ message=”No events found” thumb=”true” time=’future’ order=’ASC’ limit=”2″ contentorder=’ thumbnail, date, title, excerpt,venue’ alternate_layout=”true” button_text=”REGISTER NOW”]

View more upcoming webinars. ALL WEBINARS

PAST WEBINARS

[ecs-list-events excerpt=’true’ message=”No events found” thumb=”true” past=’yes’ order=’DESC’ limit=”4″ contentorder=’date, title’ ]

Looking for more past webinars?

VIEW ALL

Podcasts & Highlight Videos

February 23, 2021

Inside the V(ALT), with Grier Eliasek

In this episode, Grier Eliasek returns to Inside the V(ALT) to discuss Prospect Capital’s core investment strategies and its nontraded preferred stock offering.

Participants: Grier Eliasek

February 9, 2021

Inside the V(ALT), with Jim Condon

Watch Jim Condon on Inside the V(ALT), where he discusses how data center and cell tower investments have performed, institutional appetite for digital infrastructure, and Strategic Capital Fund Management’s relationship with SC Distributors.

Participants: Jim Condon

December 8, 2020

Inside the V(ALT), with Dr. John Rhodes, ft. Guest Host Curtis Shoch

Watch Dr. John Rhodes as he steps Inside the V(ALT) with guest host Curtis Shoch to discuss The ABC’s, a tool that can help in your annual planning, your employee evaluations, and more. They are simple to use and produce great results!

Participants: Dr. John Rhodes, Curtis Shoch

December 8, 2020

Inside the V(ALT), with Brian Mitts

Watch as Brian Mitts discusses NexPoint’s unique platform, profitable real estate sectors during the pandemic, and how real estate will evolve during 2021 in this episode of Inside the V(ALT).

Participants: Brian Mitts

November 10, 2020

Inside the V(ALT), with Ben Aitkenhead

Watch as Ben Aitkenhead steps Inside the V(ALT) to talk about Pacific Oak Capital Advisors’ investment focus, the evolution of the Single Family Rental (SFR) sector, and how the sector has come of age.

Participants: Ben Aitkenhead

November 10, 2020

Inside the V(ALT), with Bill Robbins

Bill returns to Inside the V(ALT) to discuss parallels between the alternative investment industry and Election 2020, recent progress of WealthForge, and more.

Participants: Bill Robbins

October 17, 2020

Inside the V(ALT), with Amit Khanna

Watch as Amit Khanna steps Inside the V(ALT) to talk about Pershing, LLC’s alternative investment platform advancements, why advisors use alternative investments, and the future of alternative investments.

Participants: Amit Khanna

October 13, 2020

Inside the V(ALT), with Brian Buehler

Inside the V(ALT) features Brian Buehler discussing what private equity is, the forms it may take, how it performs during various market cycles, and how it fits into a financial advisor’s practice.

Participants: Brian Buehler

October 13, 2020

Inside the V(ALT), with Dan Wagner

In the latest Inside the V(ALT), Dan Wagner covers what the Section 1031 Exchange program is, who can use it, how it could be impacted by the 2020 election cycle, and more.

Participants: Dan Wagner

October 13, 2020

Inside the V(ALT), with Grier Eliasek

This Inside the V(ALT) features Grier Eliasek introducing Prospect Capital Corporation (PSEC) and discussing what it invests in, its diversification strategy, and attributes of its preferred offering.

Participants: Grier Eliasek