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.
The Blue Vault • Bowman Summit
MARCH 11-13, 2024 | OMNI PGA FRISCO (TX) RESORT
The Blue Vault Bowman Alts Summit is an annual conference that brings together essential voices in the growing alternative investment industry.Â
The Blue Vault Minute
Perspectives on alts for wealth advisors from wealth advisors.
Upcoming Webinars
August 28 @ 2:00 pm - 3:00 pm
REGISTER NOW
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
Join us on Wednesday, August 28, at 2:00 pm EDT for insight on the growth of 506(c) offerings. The esteemed…
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PAST WEBINARS
Community Groups Kick Off and Information Session
The Future of Financial Services: Retainer-Based Advising
What Does it Mean? A review of our metrics, what they indicate, and how we calculate them
Alt-o-mation: Transforming the Entire Lifecycle of the Investor Experience
Looking for more past webinars?
Podcasts & Highlight Videos
February 25, 2021
Inside the V(ALT), with Jolly Singh
In this episode of Inside the V(ALT), Jolly Singh covers CIM's history and unique approach to investing in urban communities and real estate; the types of real estate CIM focuses on; the communities with the best opportunities for investment; and more.
Jolly Singh
February 23, 2021
Inside the V(ALT), with Grier Eliasek
In this episode, Grier Eliasek returns to Inside the V(ALT) to discuss Prospect Capital’s core investment strategies and its nontraded preferred stock offering.
Grier Eliasek
February 9, 2021
Inside the V(ALT), with Jim Condon
Watch Jim Condon on Inside the V(ALT), where he discusses how data center and cell tower investments have performed, institutional appetite for digital infrastructure, and Strategic Capital Fund Management’s relationship with SC Distributors.
Jim Condon
December 8, 2020
Inside the V(ALT), with Dr. John Rhodes, ft. Guest Host Curtis Shoch
Watch Dr. John Rhodes as he steps Inside the V(ALT) with guest host Curtis Shoch to discuss The ABC’s, a tool that can help in your annual planning, your employee evaluations, and more. They are simple to use and produce great results!
Dr. John Rhodes, Curtis Shoch
December 8, 2020
Inside the V(ALT), with Brian Mitts
Watch as Brian Mitts discusses NexPoint’s unique platform, profitable real estate sectors during the pandemic, and how real estate will evolve during 2021 in this episode of Inside the V(ALT).
Brian Mitts
November 10, 2020
Inside the V(ALT), with Ben Aitkenhead
Watch as Ben Aitkenhead steps Inside the V(ALT) to talk about Pacific Oak Capital Advisors’ investment focus, the evolution of the Single Family Rental (SFR) sector, and how the sector has come of age.
Ben Aitkenhead
November 10, 2020
Inside the V(ALT), with Bill Robbins
Bill returns to Inside the V(ALT) to discuss parallels between the alternative investment industry and Election 2020, recent progress of WealthForge, and more.
Bill Robbins
October 17, 2020
Inside the V(ALT), with Amit Khanna
Watch as Amit Khanna steps Inside the V(ALT) to talk about Pershing, LLC’s alternative investment platform advancements, why advisors use alternative investments, and the future of alternative investments.
Amit Khanna
October 13, 2020
Inside the V(ALT), with Brian Buehler
Inside the V(ALT) features Brian Buehler discussing what private equity is, the forms it may take, how it performs during various market cycles, and how it fits into a financial advisor’s practice.
Brian Buehler
October 13, 2020
Inside the V(ALT), with Dan Wagner
In the latest Inside the V(ALT), Dan Wagner covers what the Section 1031 Exchange program is, who can use it, how it could be impacted by the 2020 election cycle, and more.
Dan Wagner
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
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