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

IN CITIES NATIONWIDE

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.

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Podcasts & Highlight Videos

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.

Participants: 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.

Participants: Dan Wagner

October 13, 2020

Inside the V(ALT), with Grier Eliasek

This Inside the V(ALT) features Grier Eliasek introducing Prospect Capital Corporation (PSEC) and discussing what it invests in, its diversification strategy, and attributes of its preferred offering.

Participants: Grier Eliasek

October 8, 2020

Inside the V(ALT), with Brandon Hunt

In this Inside the V(ALT), Brandon Hunt (Portfolio Manager, StratCap) and Stacy Chitty (Managing Partner, Blue Vault) define digital infrastructure, discuss the drivers of digital infrastructure, and look at COVID’s impact on it.

Participants: Brandon Hunt

September 15, 2020

Inside the V(ALT), with Jeffrey Schwaber

In this episode of Inside the V(ALT), Stacy Chitty (Managing Partner, Blue Vault) and Jeff Schwaber (Chief Executive Officer, Bluerock Capital Markets) discuss the divergence of publicly traded and nontraded real estate offering values, what has driven inflow to nontraded preferred stocks, what’s ahead for real estate, and more.

Participants: Jeffrey Schwaber

August 25, 2020

Inside the V(ALT), with Chris Shaw

Watch as Chris Shaw steps Inside the V(ALT) to talk about digital fund structures, retail alternative product evolution, and how distribution channels were affected by COVID-19.

Participants: Chris Shaw

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