Blue Vault Minute- Page 2 of 3

Blue Vault Minute

July 27, 2023

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.

July 25, 2023

Nate Oltmans: Explaining Alts to Clients

Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.

July 20, 2023

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.

June 22, 2023

Stacy Chitty: BV Interval Fund Performance Reports

In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault's semi-annual interval fund individual performance pages.

June 22, 2023

Stacy Chitty: NAV REIT Performance Reporting

NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).

June 21, 2023

Dan Goodwin: Explaining Alternative Investments to Clients

In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.

June 21, 2023

Dan Goodwin: The Challenge Facing Alternative Investments in 2023

In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.

May 31, 2023

Warren Thomas: ExchangeRight Fund to Become an SEC Reporting Company

Sorry, but you do not have permission to view this content.

May 26, 2023

Warren Thomas: The Effect of Rising Interest Rates on Asset Managers

In this Blue Vault Minute, Warren Thomas (Managing Partner, ExchangeRight) addresses the effects of the Fed's record-setting rate increases and the alts industry's biggest challenge.