Inside the V(ALT), with Warren Thomas

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Inside the V(ALT) with Marketing Intent – Marketing With a Lean Team: Smart Strategies for Alt Sponsors

September 15, 2025

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…

Inside the V(ALT) with Fred Hubler of Creative Capital Wealth Management Group – Part 1

August 30, 2024

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.

Inside the V(ALT) with Jay Frank of Cantor Fitzgerald Asset Management

August 8, 2024

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.”

Inside the V(ALT), with Josh Guggenheim

November 1, 2023

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).