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.
Carron Schmick: Use Cases for Alts
Carron Schmick highlights how alts can meet clients' needs, how she explains alts to clients, and how receptive the clients are.
Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick walks through some of the metrics her firm uses to evaluate asset managers.
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
Nate Oltmans: Alts Challenges in 2023
In this BV Minute, Nate Oltmans gives an advisor's perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
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
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.
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.
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!
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).
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.
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.
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.
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.
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.
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.
Grier Eliasek
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.
