Summit - Blue Vault

Summit

March 27, 2025

Blue Vault Alts Summit 2025 Goes Full Nerd, Taps Consultant Michael Kitces for Keynote

“Michael Kitces has helped elevate our profession by bringing in-depth financial planning solutions to the forefront as well as helping advisors service their clients and run their own practice better.” – Brian Evans, Founder, CPA, Madrona Financial Services.

September 12, 2024

Alternative Investment Conferences In 2025: Maximizing Impact With Strategic Planning

As the fourth quarter of 2024 begins, it's crucial to start planning for the 2025 alternative investment conference season to ensure a strategic and impactful presence.

August 14, 2024

Michael Kitces to Headline the Blue Vault Alts Summit 2025

Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will take place March 10-12, 2025, at the Omni PGA Frisco Resort.

July 24, 2024

Blue Vault Transforms Summit 2025 Planning with Advisor Task Force

“We are excited to launch this task force for Summit 2025. The prominent group we’ve assembled has already provided the leadership and energy we need to make this a first-class event,” says Stacy Chitty, Managing Partner of Blue Vault.

March 5, 2024

Alts Summit 2024: Your Compass for Navigating the Alts Universe

That’s why we’ve created the Blue Vault Bowman Alts Summit. Join us March 11-13 at the Omni PGA Resort in Frisco, TX, and join other travelers — advisors, asset managers, home office personnel, and others — on their quest for real-time alts knowledge and networking.

February 22, 2024

Perplexed by Alts? Find a Solution Among Your Peers at Alts Summit 2024

Alts Summit 2024 will have 80+ presenters and exhibitors, so don’t miss out! Find more information about Alts Summit 2024 and register today!

February 7, 2024

Conversations Beyond the Prospectus: Grow Your Network and Knowledge at Alts Summit 2024!

“One of the best reasons to attend the upcoming Alts Summit is to make connections with sponsors that you don’t already know about,” he said. “Really good alternative investments have a finite equity raise, so having exposure to those opportunities in the early stages of development is really important.”

November 8, 2023

CAIS, Nitrogen Events Highlight Growth Strategies

"They gathered in mid-October to learn about the latest investing strategies and techniques to find new ways to deliver performance to client portfolios."