Webinars

Upcoming Webinars

July 9 @ 2:00 pm - 3:00 pm

Legends of Distribution Discuss Alts Evolution: Part Two

Join Larry Goff, Jeff Schwaber, and Martel Day for part two of this compelling conversation on the evolution of alternative…

Larry Goff: | Speaker
Jeffrey Schwaber: | Speaker
Martel Day: | Speaker
Stacy Chitty: | Moderator

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

Choose Your Own Adventure: The Daunting Task of an S&P 500 Target

In part one of a three-part series with experts from the Wealth Consulting Group, Talley Léger, Chief Market Strategist, will…

Talley Léger: | Speaker

August 21 @ 2:00 pm - 3:00 pm

Providing Retail Investors with Access to Institutional Credit Strategies

Join an exclusive conversation with Joseph Roth, Principal, at Eagle Point Credit Management and others, as they explore how institutional…

Joseph H. Roth: | Speaker

November 17 @ 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 @ 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 @ 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 @ 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 @ 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

July 2 @ 1:00 pm - 2:00 pm

Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)

This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, will provide attendees with an understanding of…

Warren Thomas: | Speaker

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

Alternative Investments Due Diligence Experts

Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…

Catherine Bowman, Esq.: | Moderator
Larry Barocas: | Panelist
Matt Mayer: | Panelist
Seth Stuart: | Panelist

June 18 @ 2:00 pm - 3:00 pm

Behind the V(ALT) Door

Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…

Stacy Chitty: | Speaker

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

Using Mineral Rights in a 1031 Exchange

Watch Brian P. Sone, VP of Capital Markets at Resource Royalty, LLC, lead a discussion on utilizing mineral rights in…

Brian Sone: | Speaker

April 23 @ 2:00 pm - 3:00 pm

How are Artificial Intelligence and Technology Enhancements Impacting Alternative Investments?

Watch a discussion with Steve Snyder, Chief Operating Officer, Helix and Samantha Davison, Chief Marketing Officer, TIFIN AG and AMP…

Steve Snyder: | Speaker
Samantha Davison: | Speaker

October 30, 2024 @ 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