Name: Masterclass in Closing Million-Dollar Prospects at the Very First Meeting (Alts Day 2024)
Start: 2025-11-17T15:00:00-05:00
End: 2025-11-17T15:50:00-05:00

Webinars

Upcoming Webinars

November 17, 2025 @ 9:00 am - 10:00 am

Comparing Alts Asset Performance and Market Trends (Alts Day 2024)

Join Luke Schmidt (Vice President, Research) and Stacy Chitty (Managing Partner) as Blue Vault reviews the performance and trends across…

Stacy Chitty: | Presenter
Luke Schmidt: | Presenter

November 17, 2025 @ 11:00 am - 11:50 am

Fundamentals of REIT Analysis (Alts Day 2024)

Watch Joshua Ungerecht, a Managing Partner at ExchangeRight, for “Fundamentals of REIT Analysis” give an overview of the benefits and…

Joshua Ungerecht: | Presenter

November 17, 2025 @ 12:00 pm - 12:50 pm

H2 2024 Travel & Lodging Update (Alts Day 2024)

Consumers are allocating more time and resources toward travel and enriching experiences than ever, propelling the $10 trillion travel industry…

Todd Brewer: | Presenter

November 17, 2025 @ 1:00 pm - 1:50 pm

Building Wealth: Tax Strategies for Growth (Alts Day 2024)

Watch this insightful fireside chat with Fred Hubler (CEO, Creative Capital Wealth Management), Warren Thomas (Managing Partner, ExchangeRight), and Health…

Frederick E. Hubler, Jr.: | Presenter
Warren Thomas: | Presenter
Heath Walters: | Presenter

November 17, 2025 @ 3:00 pm - 3:50 pm

Masterclass in Closing Million-Dollar Prospects at the Very First Meeting (Alts Day 2024)

If you want to build a great financial services business, you need to be able to close high-quality prospects the…

Erin Botsford: | Speaker

Past Webinars

October 30 @ 2:00 pm - 3:00 pm

Exploring DSTs: Opportunities and Insights for Savvy Investors

Join us for an informative webinar, "Exploring DST: Opportunities and Insights for Savvy Investors," featuring industry experts Shawn O'Shaughnessy from…

Shawn O'Shaughnessy: | Panelist
Janet Correll: | Panelist
Zachary Mersmann: | Panelist
Robert Pecha: | Panelist
Stacy Chitty: | Moderator

October 16 @ 2:00 pm - 3:00 pm

Why Strong Underwriting is Essential

Watch "Why Strong Underwriting is Essential", a webinar focused on the critical role of meticulous underwriting in real estate investments…

Warren Thomas: | Speaker

September 25 @ 2:00 pm - 3:00 pm

Stable Income, Regardless of Rate Cuts

Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…

Joseph Roth: | Moderator

September 19 @ 2:00 pm - 3:00 pm

Mid-Year Alternative Investments Performance Update

Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…

Luke Schmidt: | Presenter

August 28 @ 2:00 pm - 3:00 pm

The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings

On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…

Deborah S. Froling: | Panelist
Greg Mausz: | Panelist
Marc Slavny: | Panelist
Heidi Wheatley: | Panelist

August 14 @ 2:00 pm - 2:30 pm

Community Groups Kick Off and Information Session

Join us on Wednesday, August 14 at 2:00 pm EDT for a brief discussion of Blue Vault Community Groups. This…

Stacy Chitty: | Speaker

July 24 @ 2:00 pm - 3:00 pm

The Future of Financial Services: Retainer-Based Advising

Join us on Wednesday, July 24, at 2:00 pm EDT for a webinar featuring CEO, Chief Wealth Strategist, and Forbes…

Frederick E. Hubler, Jr.: | Speaker

July 11 @ 2:00 pm - 3:00 pm

What Does it Mean? A review of our metrics, what they indicate, and how we calculate them

On Thursday, July 11, Luke Schmidt, Vice President, Director of Research at Blue Vault, explains what many of Blue Vault's…

Luke Schmidt: | Speaker

June 26 @ 2:00 pm - 3:00 pm

Alt-o-mation: Transforming the Entire Lifecycle of the Investor Experience

Watch for an exclusive first look at how cutting-edge technology is revolutionizing the investor journey. From fund formation and initial…

Brian King: | Speaker

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