EVENTS

Alts and Answers Luncheons

Real questions. Real insights. Really good lunch.

Join us for the launch of Blue Vault’s new Alts and Answers Luncheon Series, designed exclusively for wealth advisors seeking timely insights and unique alternative investment strategies – all in a concise, in-person format that respects your time.

As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.

 

What to Expect

  • Hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class.
  • Each sponsor will deliver a focused 15-minute presentation over lunch, giving you actionable ideas and clear insight.

See below for cities, dates, and sponsoring firms. Venue names and addresses will be announced as they become available.

Asset Managers and Service Providers: interested in sponsoring an Alts and Answers Luncheon? Contact us!

Chicago, IL | July 23, 2025

University Club of Chicago
Northwestern Room
76 East Monroe Street
Chicago, IL 60603

Doors open at 11:30 AM
Lunch service begins at 12:00 PM
Catering by the University Club of Chicago

12:00 – 1:15 PM CDT

Sponsored by:
Veritas Investment Group
XA Investments

Register Now

Houston, TX | August 14, 2025

The Goodman @ Village Towers
9655 Katy Freeway
Houston, TX 77024

12:00 – 1:15 PM CDT

Doors open at 11:30 AM
Lunch service begins at 12:00 PM
Catering by Masraff’s

Parking Information:
Parking is available in any unreserved spot on the 5th floor of the parking garage or above. For more information, please see The Goodman Event Parking Guide.

Sponsored by:
Veritas Investment Group
XA Investments

Register Now

Dallas–Fort Worth, TX | August 28, 2025

Timarron Country Club
1400 Byron Nelson Pkwy
Southlake, TX 76092

12:00 – 1:15 PM CDT

Doors open at 11:30 AM
Lunch service begins at 12:00 PM

Sponsored by:
ExchangeRight
Invito Energy Partners
XA Investments

Register Now

Phoenix, AZ | September 24, 2025

Fleming’s Prime Steakhouse & Wine Bar
6333 North Scottsdale Road
Scottsdale, AZ 85250

12:00 – 1:15 PM MST

Doors open at 11:30 AM MST
Lunch service begins at 12:00 PM; Presentations begin at 12:10 PM MST

Sponsored by:
Veritas Investment Group

Register Now

Atlanta, GA | October 16, 2025

The Capital Grille
94 Perimeter Center West
Dunwoody, GA 30346

12:00 – 1:15 PM EDT

Doors open at 11:30 AM
Lunch service begins at 12:00 PM

Sponsored by:
ExchangeRight
Veritas Investment Group

XA Investments

Tampa, FL | November 13, 2025

Location TBA

12:00 – 1:15 PM EST

New York, NY | December 16, 2025

Location TBA

12:00 – 1:15 PM EST

Sponsored by:
Bluerock

New York, NY | December 17, 2025

Bluerock
919 Third Avenue
40th Floor, Suite 4000
New York, NY 10022

12:00 – 1:15 PM EST

Sponsored by:
Bluerock

Miami, FL | January 22, 2026

Location TBA

12:00 – 1:15 PM EST

San Diego, CA | February 19, 2026

Location TBA

12:00 – 1:15 PM PST

Orlando, FL | March 25, 2026

Location TBA

12:00 – 1:15 PM EDT

Nashville, TN | April 23, 2026

Location TBA

12:00 – 1:15 PM CDT

Charlotte, NC | May 14, 2026

Location TBA

12:00 – 1:15 PM EDT

Atlanta, GA | May 21, 2026

Location TBA

12:00 – 1:15 PM EDT

Boston, MA | June 10, 2026

Location TBA

12:00 – 1:15 PM EDT

Philadelphia, PA | June 11, 2026

Location TBA

12:00 – 1:15 PM EDT

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