Learning Opportunities to Help Bring Alts
to the Forefront of Your Practice
Blue Vault offers several learning opportunities to help you better understand the industry, trends
and offerings, and to hear from other wealth advisors, asset managers and service providers.
Blue Vault Community Groups
VIRTUAL | EVERY 3RD MONDAY
Community Groups are designed to bring advisors together regionally and virtually, fostering a year-round environment of growth, support, and innovation.
The Blue Vault Minute
Perspectives on alts for wealth advisors from wealth advisors.
Market Conditions Impact on Full-Cycle Events
Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar clip.
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.
Brian Evans: Alternatives Are a True Diversification Class
Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault Minute.
Stacy Chitty: When Dividend Yields Can Be Deceptive
There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
Upcoming Webinars
October 28 @ 2:00 pm - 3:00 pm
REGISTER NOW
Take Control of Taxes Before Year-End: Using Roth Conversions to Maximize Returns
Amid rising interest in including alternative investments in 401(k) plans, Roth conversions are experiencing a revival. Join us for an…
October 29 @ 2:00 pm - 3:00 pm
REGISTER NOW
Ashford Hospitality Trust Preferred Stock Offering: Senior Securities Designed to Provide Steady Income
Join us for an exclusive webinar focused on the latest quarterly updates for Ashford Hospitality Trust (AHT) and a forward-looking…
View more upcoming webinars. ALL WEBINARS
PAST WEBINARS
Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer
Disruption in Motion: ADISA’s Jade Miller Reveals How Alternatives Are Evolving in the Retail Space
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
Looking for more past webinars?
Podcasts & Highlight Videos
September 15, 2025
Inside the V(ALT) with Marketing Intent – Marketing With a Lean Team: Smart Strategies for Alt Sponsors
Most alternative investment sponsors don’t have large marketing departments – but that doesn’t mean they can’t execute at a high level. This episode of Inside the V(ALT) with Cherie Fournier and Alise Lucero of Marketing Intent is packed with practical strategies to help lean teams scale their marketing efforts using strategic outsourcing, automation tools, and…
Cherie Fournier, Alise Lucero
August 30, 2024
Inside the V(ALT) with Fred Hubler of Creative Capital Wealth Management Group – Part 1
In Part 1 of this Inside the V(ALT) discussion, Fred Hubler of Creative Capital Wealth Management Group talks about his Retainer Based Academy program, why he built the program and how it works. Learn more about the Retainer Based Academy.
Fred Hubler
August 8, 2024
Inside the V(ALT) with Jay Frank of Cantor Fitzgerald Asset Management
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability.”
Jay Frank
November 1, 2023
Inside the V(ALT), with Josh Guggenheim
Josh Guggenheim, VP of Acquisitions, introduces us to Gold Leaf Farming, defines specialty farmland, describes what makes the asset class an attractive investment opportunity, and points out its tax benefits in this episode of Inside the V(ALT).
Josh Guggenheim
April 11, 2023
Inside the V(ALT), with Brian King
Brian King, (CEO, LODAS Markets) discusses LODAS’ alternative investment secondary market, who its typical buyers and sellers are, and how its exchange works in this episode of Inside the V(ALT).
Brian King
September 14, 2022
Inside the V(ALT), with Joe Ujobai
Joe Ujobai (Chief Executive Officer, AIX) discusses the democratization of alternative investments in this episode of Inside the V(ALT). Is it really happening? Why or why not?
Joe Ujobai
September 13, 2022
Inside the V(ALT), with Bill Robbins
Bill Robbins (CEO, WealthForge) discusses Altigo’s recent milestone, lessons learned along the way, and technology holdouts in this episode of Inside the V(ALT).
Bill Robbins
June 7, 2022
Inside the V(ALT), with Erik Hayden
Erik Hayden (Founder & CEO) discusses Urban Catalyst’s differentiators, inflation’s impact on real estate, and the “California Exodus” in this episode of Inside the V(ALT).
Erik Hayden
April 14, 2022
Inside the V(ALT), with Jim Condon and Pat Miller
This Inside the V(ALT) episode features Jim Condon (Managing Partner) and Pat Miller (Managing Partner) discussing StratCap’s recent rebrand and its full-service platform.
Jim Condon, Pat Miller
December 7, 2021
Inside the V(ALT), with Warren Thomas
Warren Thomas, Managing Partner at ExchangeRight, returns to Inside the V(ALT) to talk about REITs, exit strategies, and more.
Warren Thomas, CPA
Browse Learning Opportunities
THE BLUE VAULT MINUTE
Insights for advisors from advisors
Webinars
Asset managers, service providers and Blue Vault on alts topics
Podcasts
Breaking down alts one-on-one with asset managers and service providers
Videos
Short, impactful clips from webinars, podcasts and events
Access Detailed Asset Manager and Offering Information
Become a member to access our detailed reports and get info on sponsor acquisitions, capital raise and financials.
