Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.
April 11, 2023
Inside the V(ALT), with Brian King
Chief Executive Officer, LODAS Markets
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).
Full episode
(Watch Now)
Clip: Indication of Interest
(Watch Now)
Clip: What is LODAS?
(Watch Now)
Clip: RIAs as an Active Buyer Group
(Watch Now)
August 30, 2022
Inside the V(ALT), with Joe Ujobai
Chief Executive Officer, Alternative Investment Exchange (AIX)
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?
Full episode
(Watch Now)
Clip: Making Alts Easier to Sell & Manage
(Watch Now)
Clip: Progress Towards Retail Investors
(Watch Now)
Clip: Retail Advisors Want Alts Education
(Watch Now)
August 23, 2022
Inside the V(ALT), with Bill Robbins
Chief Executive Officer, WealthForge
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).
Full episode
(Watch Now)
Clip: Crossing the Chasm
(Watch Now)
Clip: What Drives Altigo’s Product Road Map?
(Watch Now)
Clip: A Quantum Leap
(Watch Now)
May 17, 2022
Inside the V(ALT), with Erik Hayden
Founder & CEO, Urban Catalyst
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).
Full Episode
(Watch Now)
Clip: Success with OZ in California
(Watch Now)
Clip: What Sets Us Apart from Other Investment Managers?
(Watch Now)
Clip: Real Estate and Inflation
(Watch Now)
March 29, 2022
Inside the V(ALT), with Jim Condon
Managing Partner, StratCap
and Pat Miller
Managing Partner, StratCap
This Inside the V(ALT) episode features Pat Miller (Managing Partner) and Jim Condon (Managing Partner), discussing StratCap’s recent rebrand and its full-service platform.
Full Episode
(subscription required)
Clip: StratCap’s New Brand
(Watch Now)
Clip: StratCap’s Areas of Focus
(Watch Now)
Clip: Access Points for Retail Investors
(Watch Now)
Clip: StratCap’s Focus on NAV Growth
(Watch Now)
November 19, 2021
Inside the V(ALT), with Warren Thomas
Managing Partner at ExchangeRight
Warren Thomas, Managing Partner at ExchangeRight, returns to Inside the V(ALT) to talk about REITs, exit strategies, and more.
Full Episode
(subscription required)
Clip: The ExchangeRight Difference
(Watch Now)
Clip: ExchangeRight Gives Back
(Watch Now)
Clip: Tenant Credit Risk
(Watch Now)
September 29, 2021
Inside the V(ALT), with David Fisher
Managing Partner, ExchangeRight
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).
Full episode
(subscription required)
Clip: How Can I Help Protect the 1031 Exchange Tax Law?
(Watch Now)
Clip: The 1031 Exchange – A Driving Economic Force for All Americans
(Watch Now)
Clip: Congressional Amendment Proposes to Eliminate IRA’s from Holding Real Estate
(Watch Now)
August 6, 2021
Inside the V(ALT), with Nicole Greene
Head of Brokerage Solutions, SS&C Technologies
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).
Full episode
(subscription required)
Clip: The Transaction Volume of Alts Explodes
(Watch Now)
Clip: Who is SS&C?
(Watch Now)
Clip: Connectivity of Alts Processing Key to Growth
(Watch Now)
July 14, 2021
Inside the V(ALT), with Jason Gandy
Managing Director – Investment Services, Sealy & Company
The industrial sector is in favor now, but has that led to overheating? Jason Gandy answers this question and more in the latest episode of Inside the V(ALT).
Full episode
(subscription required)
Clip: Is Industrial Over-Heated?
(Watch Now)
Clip: Industrial Sector Performance Metrics
(Watch Now)
Clip: Industrial – The Sealy Difference
(Watch Now)
July 13, 2021
Inside the V(ALT), with Randy Anderson
CEO, Griffin Capital Asset Management Company
In this episode of Inside the V(ALT), Randy Anderson discusses income generation, post-COVID recovery, investor misperceptions, and much more.
Full episode
(subscription required)
Clip: Yield is Hard to Come By
(Watch Now)
Clip: Who is Griffin Capital?
(Watch Now)
Clip: The Biggest Misperception
(Watch Now)
June 17, 2021
Inside the V(ALT), with Louis Rogers
Founder & CEO, Capital Square
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.
Full episode
(subscription required)
Clip: Rent Collection During COVID Shutdowns
(Watch Now)
Clip: Who is Capital Square?
(Watch Now)
Clip: Capital Square’s Focus on Diversification
(Watch Now)
June 8, 2021
Inside the V(ALT), with Gary Davi
Chief Technology Officer, Centersky
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.
Full episode
(subscription required)
Clip: Building a Tech Roadmap
(Watch Now)
Clip: About Centersky
(Watch Now)
Clip: Helping the Wholesaler and Advisor
(Watch Now)
June 8, 2021
Inside the V(ALT), with Kirk Montgomery
Partner, Practus, LLP
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.
Full episode
(subscription required)
Clip:Advisors’ Alts Use More Sophisticated Today
(Watch Now)
Clip: Family Offices
(Watch Now)
Clip: Family Offices Moving Toward Alts
(Watch Now)
May 25, 2021
Inside the V(ALT), with H. Michael Schwartz
Founder & CEO, SmartStop Self Storage REIT
and Ben Aitkenhead
Managing Director, Pacific Oak Capital Advisors
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.
Full Episode
(subscription required)
Clip: Who is SmartStop?
(Watch Now)
Clip: Investing in Scale
(Watch Now)
Clip: Balancing Value Growth and Distribution Coverage
(Watch Now)
Clip: Solving for Income and Growth in Single Family Rental
(Watch Now)
May 25, 2021
Inside the V(ALT), with Don MacKinnon
Portfolio Manager, Sound Point Capital
and Andrew Winer
Portfolio Manager, Sound Point Capital
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).
Full episode
(subscription required)
Clip: CRE Lending Opportunity
(Watch Now)
Clip: All Credit All The Time
(Watch Now)
Clip: Government Assistance Worked
(Watch Now)
May 25, 2021
Inside the V(ALT), with Amy Small
Senior Vice President & Executive Director, Institutional Custody at UMB Bank
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.
Full Episode
(subscription required)
Clip: Fraud
(Watch Now)
Clip: Who is UMB Bank?
(Watch Now)
Clip: Human Element in Fraud
(Watch Now)
May 25, 2021
Inside the V(ALT), with Bill Robbins
Chief Executive Officer, WealthForge
and Megan Bosch
Senior Director, Strategic Accounts, WealthForge
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.
Full Episode
(subscription required)
Clip: The Secret to Altigo’s Success
(Watch Now)
Clip: Altigo Platform Milestones
(Watch Now)
Clip: Broker Dealer & Advisor Acceptance
(Watch Now)
May 18, 2021
Inside the V(ALT), with Miguel Sosa
Research Strategist & Product Specialist, Bluerock
Miguel Sosa visits Inside the V(ALT) to discuss the three significant challenges investors face in seeking compelling diversification options.
Full Episode
(subscription required)
Clip: Equities vs. Real Estate
(Watch Now)
Clip: The Risk/Reward Imbalance
(Watch Now)
Clip: Institutional Real Estate Performance
(Watch Now)
February 25, 2021
Inside the V(ALT), with Jolly Singh
Managing Director, Portfolio Oversight, CIM Group
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.
Full episode
(subscription required)
Clip: Meeting Unmet Needs in a Community
(Watch Now)
Clip: CIM’s Vertical Integration
(Watch Now)
Clip: Qualified Community Growth
(Watch Now)
February 23, 2021
Inside the V(ALT), with Grier Eliasek
President, Chief Operating Officer, Board Director and Co-Founder of Prospect Capital Corporation
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.
Full Episode
(subscription required)
Clip: Commonality Across the Business
(Watch Now)
Clip: Prospect’s Four Lines of Business
(Watch Now)
Clip: Alignment of Interests
(Watch Now)
February 9, 2021
Inside the V(ALT), with Jim Condon
President, Strategic Capital Fund Management
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.
Full Episode
(subscription required)
Clip: Accessing Digital Infrastructure
(Watch Now)
Clip: Reducing Fees
(Watch Now)
Clip: Demand for Digital Infrastructure
(Watch Now)
Clip: Who is SC Distributors?
(Watch Now)
December 08, 2020
Inside the V(ALT), with Brian Mitts
Chief Financial Officer, NexPoint Real Estate Advisors
Watch as Brian Mitts and host Stacy Chitty discuss 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).
Full Episode
(subscription required)
Clip: Profitable Real Estate Sectors During COVID-19
(Watch Now)
Clip: Who is NexPoint Group?
(Watch Now)
Clip: How Will Real Estate Evolve in 2021?
(Watch Now)
December 08, 2020
Inside the V(ALT), with Dr. John Rhodes
Senior Vice President, Practice Management at CNL Securities
featuring Guest Host Curtis Shoch
Managing Director, Leitbox Storage Partners
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!
Full Episode
(subscription required)
Clip: Include Input From the Whole Team
(Watch Now)
Clip: The ABC’s for a Better 2021
(Watch Now)
Clip: The Importance of Meeting with Employees
(Watch Now)
November 17, 2020
Inside the V(ALT), with Warren Thomas
Managing Partner at ExchangeRight
In this episode of Inside the V(ALT), Warren Thomas talks about vertical integration, red flags broker dealers and advisors should be aware of, and future opportunities and challenges in the net-leased market.
Full Episode
(Watch Now)
Clip: Vertical Integration Defined
(Watch Now)
Clip: ExchangeRight Explained
(Watch Now)
Clip: COVID’s Effect on Multi-Family and Net Lease Investments
(Watch Now)
November 10, 2020
Inside the V(ALT), with Ben Aitkenhead
Managing Director, Pacific Oak Capital Advisors
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.
Full Episode
(subscription required)
Clip: What is Single Family Rental?
(Watch Now)
Clip: Who is Pacific Oak Capital Advisors?
(Watch Now)
Clip: Risks of Single Family Rental
(Watch Now)
November 10, 2020
Inside the V(ALT), with Bill Robbins
Chief Executive Officer, WealthForge
Bill returns to Inside The V(ALT) to discuss parallels between the alternative investment industry and Election 2020, recent progress of WealthForge, and more with Stacy Chitty.
Full Episode
(subscription required)
Clip: WealthForge’s Altigo vs. Competitors
(Watch Now)
Clip: Recent Progress of WealthForge
(Watch Now)
Clip: Advisors’ Biggest Complaint
(Watch Now)
October 27, 2020
Inside the V(ALT), with Amit Khanna
Vice President – Global Strategy & Product Management, BNY Mellon | Pershing
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.
Full Episode
(subscription required)
Clip: Why Do Advisors Use Alternative Investments?
(Watch Now)
Clip: Alternative Investment Platform Advancements
(Watch Now)
Clip: Future of Alternative Investments
(Watch Now)
October 13, 2020
Inside the V(ALT), with Brian Buehler
President & Chief Operating Officer, Triton Pacific Securities
Episode 18 of Inside the V(ALT) features Brian Buehler and host Stacy Chitty 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.
Full Episode
(subscription required)
Clip: Types of Private Equity
(Watch Now)
Clip: What is Private Equity?
(Watch Now)
Clip: Private Equity Performance
(Watch Now)
October 13, 2020
Inside the V(ALT), with Dan Wagner
Senior Vice President of Government Relations, The Inland Real Estate Group of Companies
In Episode 17 of Inside the V(ALT), host Stacy Chitty and Dan Wagner cover what the Section 1031 Exchange program is, who can use it, how it could be impacted by the 2020 election cycle, and more.
Full Episode
(Watch Now)
Clip: Who Uses the Section 1031 Exchange Program?
(Watch Now)
Clip: Section 1031 Exchange Program Explained
(Watch Now)
Clip: Impact of 2020 Election on the 1031 Exchange Program
(Watch Now)
October 13, 2020
Inside the V(ALT), with Grier Eliasek
President, Chief Operating Officer, Board Director and Co-Founder of Prospect Capital Corporation
Installment 16 of Inside the V(ALT), features host Stacy Chitty and Grier Eliasek introducing Prospect Capital Corporation (PSEC) and discussing what it invests in, its diversification strategy, and attributes of its preferred offering.
Full Episode
(subscription required)
Clip: Importance of Investment Diversity
(Watch Now)
Clip: Who is Prospect Capital Corporation?
(Watch Now)
Clip: What is Prospect’s Billion Dollar Preferred Offering?
(Watch Now)
October 8, 2020
Inside the V(ALT), with Brandon Hunt
Portfolio Manager, Strategic Capital Fund Management
In this podcast episode, host Stacy Chitty and Brandon Hunt define digital infrastructure, discuss the drivers of digital infrastructure, look at COVID’s impact on it, and more.
Full Episode
(subscription required)
Clip: What Drives Digital Infrastructure Demand?
(Watch Now)
Clip: What is Digital Infrastructure
(Watch Now)
Clip: How Has COVID Impacted Digital Infrastructure?
(Watch Now)
October 6, 2020
Inside the V(ALT), with Paul Barausky
Chief Distribution Officer, Sealy Investment Securities
Watch as Paul Barausky and host Stacy Chitty discuss the evolution of Sealy & Company, factors that make industrial real estate an attractive asset class, the growth of e-commerce, global supply chain restructuring, and more in Episode Fourteen of Inside The V(ALT)
Full Episode
(subscription required)
Clip: Global Supply Chain Change & Effects on Industrial Real Estate
(Watch Now)
Clip: Why Choose Industrial Real Estate?
(Watch Now)
Clip: Does Increased Online Purchasing Increase Distribution Warehouse Need?
(Watch Now)
September 29, 2020
Inside the V(ALT), with Avi Shemesh
Co-Founder and Principal, CIM Group
In this episode of Inside the V(ALT), Avi Shemesh and Stacy Chitty cover the origins of CIM Group, its goals, what gives CIM Group a competitive advantage, and more.
Full Episode
(subscription required)
Clip: What Makes CIM Group Unique?
(Watch Now)
Clip: How CIM Group Started
(Watch Now)
Clip: Goal of CIM Group
(Watch Now)
September 15, 2020
Inside the V(ALT), with Mike Huisman
Senior Vice President/Director of Transfer Agency, UMB Fund Services
In the 12th installment of Inside the V(ALT), host Stacy Chitty and Mike Huisman discuss the activity level of new product introductions, how sponsor are working through the product development process, the push toward a digital marketplace, and more.
Full Episode
(subscription required)
Clip: COVID’s Effect on Product Sponsor Process
(Watch Now)
Clip: COVID’s Effect on New Product Release
(Watch Now)
Clip: COVID’s Push Toward Digital Marketplace
(Watch Now)
September 15, 2020
Inside the V(ALT), with Jeffrey Schwaber
Chief Executive Officer, Bluerock Capital Markets
In Episode Eleven of our video podcast, host Stacy Chitty and Jeff Schwaber discuss the divergence of publicly traded and nontraded real estate offering values, what has driven inflow to nontraded preferred shares, what’s ahead for real estate, and more.
Full Episode
(subscription required)
Clip: Preferred Stocks (Risks & Benefits
(Watch Now)
Clip: Real Estate Value During COVID-19
(Watch Now)
Clip: The Future of Real Estate
(Watch Now)
August 27, 2020
Inside the V(ALT), with Kirk Montgomery-Part 2
Partner, Practus, LLP
In this episode of Inside the V(ALT), Stacy Chitty and Kirk Montgomery revisit Regulation BI, focusing on its relation to alternative investment strategies.
Full episode
(subscription required)
Clip: Reg BI & Nontraded REITs
(Watch Now)
Clip: When Does Reg BI Go Into Effect
(Watch Now)
Clip: Blue Vault Data and Metrics
(Watch Now)
August 25, 2020
Inside the V(ALT), with Chris Shaw
Vice President, SS&C Technologies
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.
Full episode
(subscription required)
Clip: Retail Alts Product Evolution
(Watch Now)
COVID-19 & Digital Fund Structures
(Watch Now)
Clip: COVID-19’s Effect on Alt Investment Capital
(Watch Now)
August 11, 2020
Inside the V(ALT), with Lisa Robinson
President, Carter Multifamily
In this chapter of Inside the V(ALT), Stacy Chitty and Lisa Robinson discuss Carter Multifamily’s social impact investment strategy, where the demand for multifamily is coming from, how multifamily has performed since March 2020, and more.
Full Episode
(subscription required)
Clip: Demand Source for Multifamily Real Estate
(Watch Now)
Clip: Multifamily Real Estate Managing Strategies
(Watch Now)
Clip: COVID-19’s Effect on Multifamily Real Estate
(Watch Now)
July 28, 2020
Inside the V(ALT), with Joseph Ujobai
Chief Executive Officer, Alternative Investment Exchange (AIX)
In episode six, host Stacy Chitty and Joe Ujobai talk about automating alternative investments, the network effect, temporary and permanent technology changes, and more.
Full Episode
(subscription required)
Clip: Straight Through Processing – Temporary and Permanent Change
(Watch Now)
Clip: What is the Network Effect?
(Watch Now)
Clip: Straight Through Processing – Simplifying Alternative Investments
(Watch Now)
July 28, 2020
Inside the V(ALT), with Bill Leitner
Founder, Leitbox Storage Partners
In the fifth installment of Inside the V(ALT), host Stacy Chitty and Bill Leitner discuss what makes self storage an attractive investment opportunity, how it performs compared to other asset classes, business strategies, and more.
Full episode
(subscription required)
Clip: Self Storage vs. Other Business Opportunities
(Watch Now)
Clip: Self Storage – A Good Investment Opportunity
(Watch Now)
Clip: Self Storage Business Strategies
(Watch Now)
July 14, 2020
Inside the V(ALT), with Kirk Montgomery
Partner, Practus, LLP
In our fourth episode of this video podcast, host Stacy Chitty speaks with Kirk Montgomery about Regulation BI. Listen as Kirk gives an overview of Reg BI, what it means for financial advisors, and the impact of Reg BI on alternative investment sales.
Full episode
(subscription required)
Clip: Reg BI and Alternative Investments
(Watch Now)
Clip: Reg BI Explained
(Watch Now)
Clip: The Impact of Regulation Best Interest
(Watch Now)
July 14, 2020
Inside the V(ALT), with Bill Robbins
Chief Executive Officer, WealthForge
In episode three of our video podcast, host Stacy Chitty talks with Bill Robbins about alternative investments, the benefits of Altigo, how Altigo facilitates remote work, and more.
Full episode
(subscription required)
Clip: Benefits of the Altigo System
(Watch Now)
Clip: Why Alternative Investments?
(Watch Now)
Clip: Benefits to Remote Employees
(Watch Now)
June 30, 2020
Inside the V(ALT), with Gary Davi
Chief Technology Officer, Centersky
In episode two of this video podcast, host Stacy Chitty talks with Gary Davi about the evolution of Centersky, marketing automation, and fine-tuned capital markets departments.
Full episode
(subscription required)
Clip: Having a Fine Tuned Capital Markets Department
(Watch Now)
Clip: The Evolution of centersky.net
(Watch Now)
Clip: Marketing Automation
(Watch Now)
June 30, 2020
Inside the V(ALT), with Kyle Van Pelt
Solutions Manager, SS&C Black Diamond
In our first video podcast, host Stacy Chitty and Kyle Van Pelt discuss the creation of Black Diamond, alternative investments, and the fuel of future innovation.
Full episode
(subscription required)
Clip: Alternative Investments
(Watch Now)
Clip: The Creation of Black Diamond
(Watch Now)
Clip: The Fuel of Future Innovation
(Watch Now)
