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Nate Oltmans: Explaining Alts to Clients

Nate Oltmans: Explaining Alts to Clients

Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) offers insights in this Blue...

Q1 2023

Q1 2023

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Clip: What is Private Equity?

In this clip, Brian Buehler and Stacy Chitty discuss what private equity is and how it fits into a financial advisor’s practice.

Brian Buehler: Types of Private Equity

In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) look at the forms private equity may take.

Brian Buehler: What is Private Equity?

In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) discuss what private equity is and how it fits into a financial advisor’s practice. Click here to watch the full episode.

Dan Wagner: Impact of 2020 Election on 1031 Exchange Program

In this clip, Stacy Chitty (Managing Partner, Blue Vault) and Dan Wagner (Senior Vice President of Government Relations, The Inland Real Estate Group of Companies) consider the impact the 2020 election cycle could have on the Section 1031 Exchange program.

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