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WEBINAR
The Future of Financial Services
June 27, 2023 @ 2:00 pm - 3:00 pmPresenter(s): Frederick E. Hubler, Jr.
This webinar took place June 27, featuring CEO, Chief Wealth Strategist, and Forbes contributor, Fred Hubler as he offers a “look behind the curtain” of how he grew his one-man practice to six full-time team members, with multi-millionaire clients in 28 states, and revenue that has doubled in the last 4 years. Hear first-hand what clients worth $5-$50M are really looking for in an advisor.
Register to 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
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Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private credit as an asset class year-to-date through September 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Interval Fund Fundraising Grows as Redemptions Rise
Year-to-date through September 30, 2025, private credit as an asset class experienced more redemptions than that for private real estate and private equity, which went in the other direction.
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Based on the offerings tracked by Blue Vault, what was the median distribution yield (Class A or Class T) for open nontraded REITs in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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Past Webinars
February 19 @ 2:00 pm - 3:00 pm
The Next Wave of Interval Funds: What Advisors Should Know
Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
February 12 @ 2:00 pm - 3:00 pm
Using Data to Analyze Alternative Investments: A Blue Vault Portal Walkthrough
Alternative investment data is often delivered in fixed formats, leaving advisors little flexibility in how they analyze and apply it.…
January 29 @ 2:00 pm - 3:00 pm
Data in Action: A Live Blue Vault Portal Demo for Wealth Advisors
Most available data on private market investments comes pre-sorted and packaged for you. Take it or leave it. But it…
January 28 @ 2:00 pm - 3:00 pm
AUM Growth in a Metals Boom: How RIAs Are Using Gold and Silver Today
You’ve probably seen the headlines: prices for precious metals are soaring. With demand for gold and silver in ascendance, how…
December 3, 2025 @ 2:00 pm - 3:00 pm
Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients
As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens…
