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.

Alts and Answers Regional Luncheon Series

IN CITIES ACROSS THE COUNTRY

Alts and Answers is designed exclusively for wealth advisors seeking timely insights and unique alternative investment strategies – all in a concise, in-person format that respects your time.

Learn More

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…

Participants: 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.

Participants: 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.”

Participants: 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).

Participants: 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).

Participants: 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?

Participants: 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).

Participants: 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).

Participants: 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.

Participants: Jim Condon, Pat Miller