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

October 4, 2021

Inside the V(ALT), with David Fisher

How might the Biden Administration’s American Families Plan in its current form restrict Section 1031? What do the proposed amendments to Section 138312 mean? David Fisher answers these questions, tells how to get involved in advocacy and lobbying efforts, and more in this episode of Inside the V(ALT).

Participants: David Fisher

August 30, 2021

Inside the V(ALT), with Don MacKinnon and Andrew Winer

How is the current lending environment different from pre-pandemic conditions? Are there certain sectors or geographic areas with more attractive lending opportunities? Don MacKinnon and Andrew Winer answer these questions and more in this episode of Inside the V(ALT).

Participants: Don MacKinnon, Andrew Winder

August 25, 2021

Inside the V(ALT), with Nicole Greene

What changes has Nicole Greene observed in the alternative investments setting? What challenges do they present? Find out in this episode of Inside the V(ALT).

Participants: Nicole Greene

August 13, 2021

Inside the V(ALT), with Kirk Montgomery

What is a family office? In this episode of Inside the V(ALT), Kirk Montgomery explains the family office, how it is regulated, its trend towards alternative investments, and more.

Participants: Kirk Montgomery

August 5, 2021

Inside the V(ALT), with Randy Anderson

In this episode of Inside the V(ALT), Randy Anderson discusses income generation, post-COVID recovery, investor misperceptions, and much more.

Participants: Randy Anderson, Ph.D., CRE

July 23, 2021

Inside the V(ALT), with Louis Rogers

In this episode of Inside the V(ALT), Louis Rogers comments on multifamily fundamentals, migration from gateway cities, the effects of inflation on multifamily, and much more.

Participants: Louis Rogers

July 21, 2021

Inside the V(ALT), with Gary Davi

In this episode of Inside the V(ALT), Gary Davi discusses Centersky’s focus this year and moving forward, turning an IT department from a cost center to a revenue center, how Centersky’s approach can help both the wholesaler and the advisor, and more.

Participants: Gary Davi

July 6, 2021

Inside the V(ALT), with Amy Small

This episode of Inside the V(ALT) features Amy Small talking about the role of custodians in a digital world, digitization and automation, fraud risk in the digital era, and more.

Participants: Amy Small

May 25, 2021

Inside the V(ALT), with H. Michael Schwartz and Ben Aitkenhead

In this episode of Inside the V(ALT), Michael Schwartz and Ben Aitkenhead talk about technology and customer service advances in the self storage and single family rental sectors, solving for both coverage and value with income and growth, consolidation opportunities, and much more.

Participants: H. Michael Schwartz, Ben Aitkenhead

May 25, 2021

Inside the V(ALT), with Bill Robbins and Megan Bosch

In this episode of Inside the V(ALT), Bill Robbins and Megan Bosch cover some of the Altigo platform’s recent milestones, the secret to Altigo’s success, and its acceptance by broker dealers and advisors.

Participants: Bill Robbins, Megan Bosch

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