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.
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.
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.
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
(subscription required)
Clip: Qualified Community Growth
(subscription required)
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.
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
(subscription required)
Clip: Reducing Fees
(subscription required)
Clip: Demand for Digital Infrastructure
(Watch Now)
Clip: Who is SC Distributors?
(subscription required)
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?
(subscription required)
Clip: How Will Real Estate Evolve in 2021?
(subscription required)
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
(subscription required)
Clip: The ABC’s for a Better 2021
(Watch Now)
Clip: The Importance of Meeting with Employees
(subscription required)
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
(subscription required)
Clip: Vertical Integration Defined
(Watch Now)
Clip: ExchangeRight Explained
(subscription required)
Clip: COVID’s Effect on Multi-Family and Net Lease Investments
(subscription required)
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?
(subscription required)
Clip: Who is Pacific Oak Capital Advisors?
(Watch Now)
Clip: Risks of Single Family Rental
(subscription required)
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.
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.
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.
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.
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.
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.
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)
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.
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.
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.
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?
(subscription required)
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
(Watch Now)
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.
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.
July 28, 2020
Inside the V(ALT), with Bill Leitner
Founder, Leitbox Portfolio 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 – A Good Investment Opportunity
(subscription required)
Clip: Self Storage Business Strategies
(subscription required)
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
(subscription required)
Clip: Reg BI Explained
(Watch Now)
Clip: The Impact of Regulation Best Interest
(subscription required)
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
(subscription required)
Clip: Why Alternative Investments?
(subscription required)
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: The Evolution of centersky.net
(subscription required)
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.
