Name: Integrating Alternative Investments into your Practice
Start: 2023-05-10T14:00:00-04:00
End: 2023-05-10T15:00:00-04:00

WEBINAR

Integrating Alternative Investments into your Practice

May 10, 2023 @ 2:00 pm - 3:00 pm

Daniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior Financial Analyst with Blue Vault, covered high level trends they’ve observed and discussed how advisors are integrating alts into their practice.

Moderator(s): Stacy Chitty

Presenter(s): Daniil Shapiro, Luke Schmidt

This webinar took place on May 10, featuring Daniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior Financial Analyst with Blue Vault. They covered high level trends they’ve observed and discussed how advisors are integrating alts into their practice, including:

How advisors are using a new wave of alternative investments offerings with greater liquidity
Benefits and challenges of integrating alternative investments into your practice and why advisors are increasingly making the leap
Review key alternative investments exposures to which advisors plan to allocate more

Watch on demand

Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Stacy Chitty

Co-Founder and CEO Blue Vault Moderator

Daniil Shapiro

Director, Product Development, Cerulli Associates

Luke Schmidt

Senior Financial Analyst Blue Vault Presenter

Recent

Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?

Dec 4, 2025

Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!

Reaching Women and Gen Z Investors During the Great Wealth Transfer

Dec 4, 2025

This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.

Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions

Dec 4, 2025

Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.

SEI Drives Sustained Momentum Across Global Wealth Management Markets

Dec 4, 2025

Demand for end-to-end wealth management experience, business transformation powers growth.

Most Popular

NexPoint Fully Subscribes $28 Million Lodging I DST

Dec 4, 2025

Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.

Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update

Dec 4, 2025

Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.

Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions

Dec 3, 2025

In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.