Industry Events

Join us for Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated 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 reimagined our approach to industry engagement. Rather than a large-scale annual summit, Blue Vault is bringing the conversation to you—regionally, personally, and powerfully.

What to Expect:

• Hear directly from three leading alternative asset managers, each offering a unique investment strategy or asset class.

• Each sponsor will deliver a focused 15-minute presentation—giving you actionable ideas and clear differentiators.

• Connect with a group of 30–40 peers and professionals in a high-impact networking environment.

This event is crafted to offer maximum insight with minimal time away from your practice. Whether you’re actively allocating to alts or exploring new partnerships, this lunch will give you fresh perspective on today’s evolving investment landscape.

Presenting Firms:

Veritas Investment Group
XA Investments