Video Podcasts

Breaking down alts… 

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.

Full Episode
(Watch Now)

Clip: The Secret to Altigo’s Success
(Watch Now)

Clip: Altigo Platform Milestones
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Clip: Broker Dealer & Advisor Acceptance
(Watch Now)

Miguel Sosa

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
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Clip: Equities vs. Real Estate
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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
(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.

Full Episode
(subscription required)

Clip: Commonality Across the Business
(subscription required)

Clip: Prospect’s Four Lines of Business
(subscription required)

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
(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.

Full Episode
(subscription required)

Clip: WealthForge’s Altigo vs. Competitors
(subscription required)

Clip: Recent Progress of WealthForge
(Watch Now)

Clip: Advisors’ Biggest Complaint
(subscription required)

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
(subscription required)

Clip: Future of Alternative Investments
(subscription required)

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
(subscription required)

Clip: What is Private Equity?
(subscription required)

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
(subscription required)

Clip: Who Uses the Section 1031 Exchange Program?
(Watch Now)

Clip: Section 1031 Exchange Program Explained
(subscription required)

Clip: Impact of 2020 Election on the 1031 Exchange Program
(subscription required)

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
(subscription required)

Clip: Who is Prospect Capital Corporation?
(Watch Now)

Clip: What is Prospect’s Billion Dollar Preferred Offering?
(subscription required)

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?
(subscription required)

Clip: What is Digital Infrastructure?
(Watch Now)

Clip: How Has COVID Impacted Digital Infrastructure?
(subscription required)

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
(subscription required)

Clip: Why Choose Industrial Real Estate?
(Watch Now)

Clip: Does Increased Online Purchasing Increase Distribution Warehouse Need?
(subscription required)

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
(subscription required)

Clip: Goal of CIM Group
(subscription required)

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
(subscription required)

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)
(subscription required)

Clip: Real Estate Value During COVID-19
(subscription required)

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?
(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.

Full Episode
(subscription required)

Clip: Demand Source for Multifamily Real Estate
(subscription required)

Clip: Multifamily Real Estate Managing Strategies
(Watch Now)

Clip: COVID-19’s Effect on Multifamily Real Estate
(subscription required)

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
(subscription required)

Clip: What is the Network Effect?
(Watch Now)

Clip: Straight Through Processing – Simplifying Alternative Investments
(subscription required)

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.

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)

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)

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.

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.