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 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
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Clip: CRE Lending Opportunity
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Clip: All Credit All The Time
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Clip: Government Assistance Worked
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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
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Clip: The Transaction Volume of Alts Explodes
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Clip: Who is SS&C?
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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
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Clip: Is Industrial Over-Heated?
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Clip: Industrial Sector Performance Metrics
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Clip: Industrial – The Sealy Difference
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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
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Clip: Yield is Hard to Come By
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Clip: Who is Griffin Capital?
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Clip: The Biggest Misperception
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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
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Clip: Rent Collection During COVID Shutdowns
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Clip: Who is Capital Square?
(Watch Now)

Clip: Capital Square’s Focus on Diversification
(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
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Clip:Advisors’ Alts Use More Sophisticated Today
(Watch Now)

Clip: Family Offices
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Clip: Family Offices Moving Toward Alts
(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
(Watch Now)

Clip: Building a Tech Roadmap
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Clip: About Centersky
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Clip: Helping the Wholesaler and Advisor
(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
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Clip: Who is SmartStop?
(Watch Now)

Clip: Investing in Scale
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Clip: Balancing Value Growth and Distribution Coverage
(Watch Now)

Clip: Solving for Income and Growth in Single Family Rental
(Watch Now)

Miguel Sosa

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
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Clip: Fraud
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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
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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
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Clip: Institutional Real Estate Performance
(subscription required)

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
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Clip: Meeting Unmet Needs in a Community
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Clip: CIM’s Vertical Integration
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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
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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
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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
(subscription required)

Clip: Who is NexPoint Group?
(subscription required)

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
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Clip: Include Input From the Whole Team
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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?
(Watch Now)

Clip: Who is Pacific Oak Capital Advisors?
(subscription required)

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?
(subscription required)

Clip: Alternative Investment Platform Advancements
(subscription required)

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
(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
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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?
(subscription required)

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?
(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
(Watch Now)

Clip: Why Choose Industrial Real Estate?
(subscription required)

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?
(subscription required)

Clip: How CIM Group Started
(Watch Now)

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
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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
(subscription required)

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
(Watch Now)

Clip: The Future of Real Estate
(subscription required)

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
(subscription required)

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
(subscription required)

COVID-19 & Digital Fund Structures
(Watch Now)

Clip: COVID-19’s Effect on Alt Investment Capital
(subscription required)

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
(subscription required)

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
(Watch Now)

Clip: What is the Network Effect?
(subscription required)

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

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
(subscription required)

Clip: Self Storage – A Good Investment Opportunity
(Watch Now)

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
(Watch Now)

Clip: Why Alternative Investments?
(subscription required)

Clip: Benefits to Remote Employees
(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.

Full episode
(subscription required)

Clip: Having a Fine Tuned Capital Markets Department
(Watch Now)

Clip: The Evolution of centersky.net
(subscription required)

Clip: Marketing Automation
(subscription required)

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
(subscription required)

Clip: The Fuel of Future Innovation
(subscription required)