Podcast Clips

December 8, 2020

Dr. John Rhodes: The Importance of Meeting with Employees

In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch cover how often you should conduct the ABC’s.

December 8, 2020

Brian Mitts: Who is NexPoint Group?

Brian Mitts talks about NexPoint’s unique platform and diversified approach to investing in this clip from Inside the V(ALT),

November 10, 2020

Bill Robbins: Recent Progress of WealthForge

November 10, 2020

Ben Aitkenhead: Who is Pacific Oak Capital Advisors?

In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy talk about Pacific Oak Capital Advisors’ flagship offering and the build out of a new platform.

November 10, 2020

Bill Robbins: Advisors’ Biggest Complaint

In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the downside of manual, paper-based processes.

November 10, 2020

Bill Robbins: Altigo vs. Competitors

In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore how Altigo differentiates itself from competitors.

October 27, 2020

Amit Khanna: Alternative Investment Platform Advancements

In this clip from Inside the V(ALT), Amit Khanna covers Pershing, LLC’s advancements in the ability of advisors to manage their alternative investment usage.

October 13, 2020

Dan Wagner: Who Uses the Section 1031 Exchange Program?

In this clip, Stacy Chitty and Dan Wagner explore the variety of investors who use the Section 1031 Exchange program.

October 13, 2020

Brian Buehler: Types of Private Equity

In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) look at the forms private equity may take.