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X-WR-CALDESC:Events for Blue Vault
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DTSTART:20260308T070000
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DTSTART;TZID=America/New_York:20260423T140000
DTEND;TZID=America/New_York:20260423T150000
DTSTAMP:20260416T111755
CREATED:20260331T155546Z
LAST-MODIFIED:20260331T160109Z
UID:401978-1776952800-1776956400@bluevaultpartners.com
SUMMARY:Fact & Future: Navigating Opportunity Zones in 2026 & What’s Next
DESCRIPTION:Please join Stacy Chitty\, co-founder and chief executive officer of Blue Vault Partners; Whitson Huffman\, co-chief executive officer and chief investment officer of Capital Square; and Jessica Correnti\, executive vice president\, distribution and national accounts at Capital Square\, as they kick off the “OZs in Transition Masterclass” webinar series\, where they will break down the current realities and evolving landscape of opportunity zones. \nThis introductory session will explore: \n\nWhat’s fact in today’s 1.0 programs\,\nKey transition considerations through December 31\, 2028\, and\nWhat may lie ahead with the potential 2.0 framework.\n\nThey will also cover outstanding guidance still expected from the U.S. Treasury Department\, highlight important upcoming dates and set the stage for what you can expect from the rest of the series. Whether you’re actively investing or simply staying informed\, this session will provide a clear\, timely foundation for what’s next. \nQ&A session to follow. Register today! \nRegister Now \nPlease note: This live webinar is restricted to wealth advisors\, broker dealers\, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers. \nThe replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
URL:https://bluevaultpartners.com/event/fact-future-navigating-opportunity-zones-in-2026-whats-next/
CATEGORIES:Blue Vault,Capital Square,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260430T140000
DTEND;TZID=America/New_York:20260430T150000
DTSTAMP:20260416T111755
CREATED:20260226T212912Z
LAST-MODIFIED:20260320T152550Z
UID:401099-1777557600-1777561200@bluevaultpartners.com
SUMMARY:What’s New in the Blue Vault Data Portal
DESCRIPTION:Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live demo\, you’ll see what’s new in the Blue Vault Data Portal and how advisors are using the platform’s latest tools and enhancements in real-world research workflows. \nBlue Vault CEO Stacy Chitty and Luke Schmidt\, Vice President\, Director of Research\, will lead the walkthrough\, demonstrating practical use cases\, highlighting recent portal additions\, and answering questions throughout the session. This interactive demo is designed to show how the Blue Vault Data Portal supports clearer analysis\, faster insights\, and more confident decision-making. \nQ&A session to follow. Register today! \nRegister Now \nPlease note: This live webinar is restricted to wealth advisors\, broker dealers\, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers. \nThe replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
URL:https://bluevaultpartners.com/event/whats-new-in-the-blue-vault-data-portal/
CATEGORIES:Blue Vault,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260507T160000
DTEND;TZID=America/New_York:20260507T170000
DTSTAMP:20260416T111755
CREATED:20260401T165931Z
LAST-MODIFIED:20260407T184035Z
UID:401983-1778169600-1778173200@bluevaultpartners.com
SUMMARY:Delivered or Mid-Construction: Why FMV Strategy Matters
DESCRIPTION:Please join Gordon Goldie\, Partner\, Housing and Community Development Solutions at Plante Moran\, and Natalie Mason\, Executive Vice President\, Co-Head of Development at Capital Square\, for an in-depth discussion on why the Fair Market Value (FMV) strategy is a critical consideration for opportunity zone investments. \nIn this session\, they will: \n\nBreak down the language and\nExplore how FMV may apply differently to completed\, delivered projects versus those still under construction.\n\nThey will also outline what sponsors should and should not be providing in today’s environment as well as how these considerations may evolve when comparing opportunity zone 1.0 and a potential 2.0 framework. This session is designed to provide practical insights to help within the alternative investment industry navigate key decisions with greater clarity. \nQ&A session to follow. Register today! \nRegister Now \nPlease note: This live webinar is restricted to wealth advisors\, broker dealers\, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers. \nThe replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
URL:https://bluevaultpartners.com/event/delivered-or-mid-construction-why-fmv-strategy-matters/
CATEGORIES:Capital Square,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
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