Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment strategies. Their flexible profile involving low investment minimums, frequent valuations, and 1099 tax forms, makes them attractive. Interval funds are also pass-through vehicles, meaning the fund itself pays no corporate tax.

While mutual funds require daily liquidity, restricting them to highly liquid assets, interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.

As the industry keeps growing, what does the outlook look like in a lower-rate environment? What else should advisors know going into next year?

Join us on Thursday, December 4, 2025, at 12 PM EDT for answers to those questions and more when Daniil Shapiro, Product Development Director at Cerulli Associates, leads a panel of experts in a deep-dive discussion into this hot topic.

The webinar will explore:

      • What should advisors know about the next wave of interval funds

      • Rising concerns about a coming credit bubble

      • A 2026 outlook for the interval funds industry

      • Impacts on private real estate from falling interest rates

Q&A session to follow. Register today!

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Please 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.

The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.