Blue Vault
Blue Vault, a leading provider of alternative investment data and analysis, today announced the appointment of Randy Anderson, Ph.D., CRE, Partner, Real Assets at Apollo, as the Chair of the Blue Vault Educational Board for the 2024-2025 term. Carly Hoeler, Senior Vice President and Head of Business Development at Ashford Securities LLC., will serve as Vice-Chair.
The Blue Vault Educational Board will play a critical role in educating and informing the industry on key topics related to alternative investments. The board’s extensive industry knowledge and experience positions it to provide valuable insights and resources for a wide range of stakeholders.
MEET THE FULL EDUCATIONAL BOARD
“We have a truly outstanding board, and are so pleased Randy and Carly will be taking on these leadership positions,” said Stacy Chitty, Managing Partner of Blue Vault. “Their expertise and drive will be instrumental as the Educational Board works together to elevate industry knowledge and understanding of alternative investments.”
The 2024-2025 Blue Vault Educational Board comprises the following distinguished members:
· Chair: Randy Anderson, Ph.D., CRE, Partner, Real Assets, Apollo
· Vice-Chair: Carly Hoeler, Senior Vice President, Head of Business Development, Ashford Securities LLC.
· Mathew Dellorso, Managing Director of Sales, SEI Altigo
· Geoff Flahardy, President of Strategic Relations, ExchangeRight
· Cherie Fournier, CEO and Founder, Marketing Intent
· Thayer Gallison, Senior Vice President of Capital Markets, Head of Product Strategy, Cottonwood Residential
· Josh Hoffman, President, Bluerock Value Exchange Managing Director, Due Diligence and Marketing, Bluerock
· Brian King, CEO, LODAS
· Alise Lucero, VP, Client Success, Marketing Intent
· Sara Murphy, Head of Platform Solutions, Alternative Investment Exchange (AIX)
· John O’Connell, Founder and Chief Executive Officer, The Oasis Group
· Brian Rivera, Executive Vice President of Business Development, Sealy Investment Securities, LLC.
· Jeff Rosenthal, President and CEO, Triad Advisors
· Justin A. Schwartz, Executive Director, Alternative Investment Products (AIP) and Insurance & Retirement Services (I&RS), DTCC
· Seth Stuart, Investment Product Manager, Advisory Board Member and Consultant covering both Alternative Investments (Private Markets) and Public Markets inc.
About Blue Vault
Founded in 2009, Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices and select the offerings best suited for their clients.
We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain.
Through Blue Vault, wealth advisors gain access to in-depth research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, preferred shares and a growing number of private securities offerings by means of reports and a searchable alts offerings database.
We’re dedicated to providing news, insights and ongoing learning opportunities to help wealth advisors keep their alts knowledge fresh, stay on top of trends, and to connect wealth advisors with asset managers and service providers. Learn more by visiting bluevaultpartners.com.