EVENTS
Alts and Answers Luncheons
Real questions. Real insights. Really good lunch.
Blue Vault’s Alts and Answers Luncheon Series is designed exclusively for wealth advisors seeking timely insights into private market investments and their impacts on portfolio construction, risk, and return — all in a focused, in-person format.
Lunch is on us and advisors that attend qualify for a one-year, 25% discount on Blue Vault research. In today’s market environment, you can’t afford to miss out on this unique learning event if you wish to remain competitive.
What to Expect
- Get a pulse check and outlook on private credit, real estate, and equity from Blue Vault CEO Stacy Chitty.
- Explore the importance of due diligence, manager selection, and client suitability.
- Hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation.
See below for cities, dates, and sponsoring firms. Venue names and addresses will be announced as they become available.
Upcoming Lunches
Nashville, TN | April 23, 2026
This Alts & Answers Luncheon is presented in partnership with
Location TBA
12:00 – 1:15 PM CDT
Sponsored by:
Perini Capital sub-adviser to the Catalyst/Perini Strategic Income Fund (CSIOX)
Past Lunches
West Palm Beach, FL | January 21, 2026
This Alts & Answers Luncheon is presented in partnership with
FSU’s West Palm Beach Facility
2751 S. Dixie Highway
West Palm Beach, FL 33405
Luncheon time:
12:00 – 1:15 PM EST
Check-in begins at 11:30 AM
Lunch service begins at 11:50 AM
CE Credit Session:
10:00 AM – 11:30 AM ET
Check-in begins at 9:45 AM ET
Life Insurance, Annuity Best Interest and 4-HR Law and Ethics Update
Speaker: Aaron Iafallo, NexPoint
Insurance General: 16
Insurance Best interest: 4
Insurance Ethics: 4
CFP: 10
CIMA: 10
Sponsored by:
Capital Square
ExchangeRight
NexPoint
Fort Lauderdale, FL | January 22, 2026
This Alts & Answers Luncheon is presented in partnership with
Ruth’s Chris Steak House
2525 N Federal Hwy
Fort Lauderdale, FL 33305
Luncheon time:
12:00 – 1:15 PM EST
Check-in begins at 11:30 AM
Lunch service begins at 11:50 AM
CE Credit Session:
10:00 AM – 11:30 AM ET
Check-in begins at 9:45 AM ET
Life Insurance, Annuity Best Interest and 4-HR Law and Ethics Update
Speaker: Aaron Iafallo, NexPoint
Insurance General: 16
Insurance Best interest: 4
Insurance Ethics: 4
CFP: 10
CIMA: 10
Sponsored by:
Burlington Capital
Capital Square
NexPoint
Upcoming Webinars
Data-Driven Due Diligence for Alternatives: Inside the Blue Vault Portal
Protecting Investor Capital Through Economic Cycles and Uncertainty
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