A DST Market Update with Orchard’s Taylor Garrett
On October 26, Tim Witt from Peachtree PC Investors and Taylor Garrett from Orchard Securities joined Blue Vault for a panel webinar. They discussed Delaware Statutory Trust (DST) and how this offering category has changed in recent years. Register to watch on-demand. Watch Now Please note: This webinar is restricted to the following …
506(c) Best Practices – Part II
This November 16 panel webinar discussing 506(c) best practices was a continuation of the webinar that took place June 15. The panel discussed some of the most common concerns they encounter, as well as some of the best practices relating to 506(c). Leading the discussion was Deborah S. Froling from Kutak Rock LLP, Greg Mausz …
Making Alts More Accessible – Best Practices
On Wednesday, November 30, Blue Vault hosted a panel webinar discussing some of the obstacles wealth advisors face when investing in Alts. The panel was moderated by Richard Hillson of Hillson Consulting, and featured John Crosier of Aspen Capital Management, John B. Trevor of Parsons Capital Management, Inc., Charles West of Endurance Financial, and Ken …
Taking the Headaches out of Alts Supervision
On Tuesday, December 13, Jon Ranello of Altigo joined us to review some of the common challenges faced by the broker-dealer community and how some firms have leveraged technology to overcome them. Watch On-Demand Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will …
Evaluating a Sponsor: Marketing & Communications
Determining which alternative investments sponsor to work with and trust client assets to requires analysis. While digging into some aspects of a sponsor’s inner workings may seem obvious, others are often overlooked. In this webinar, Cherie Fournier and Alise Lucero of Marketing Intent discuss what to look for in sponsor marketing and communications. After all, …
Q3 2022 Update and Review
This on-demand webinar took place on Wednesday, January 18, as the Blue Vault research team presented their Quarterly Update for Q3 of 2022. Blue Vault's quarterly reviews provide a wealth of industry data and performance pages on a number of alternative investment types. During this webinar Blue Vault's research team, James Sprow and Luke Schmidt, …
The Future of Financial Services
Watch this on-demand webinar to hear CEO and Chief Wealth Strategist Fred Hubler offer a “look behind the curtain” of how he grew his one-man practice to 6 full-time team members, multi-millionaire clients in 28 states, and revenue that has doubled in the last 4 years. Hear first-hand what clients worth $5-$50M really want in …
Why Attend the Alts Summit 2023
Hear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring any questions you may have about the summit. Stacy Chitty, Managing Partner of Blue Vault, will be joined by James Bayard, CFP® of Capital South Wealth Management and Daniel Goodwin of Provident Wealth Advisors. Attendees …
5 Reasons to Attend the Alts Summit 2023
Hear the top reasons advisors will be attending the Blue Vault Bowman Summit in March from Kevin Best CFP®, MS, AEP®, Personal Chief Financial Officer with Best Times Financial, and Stacy Chitty, Managing Partner at Blue Vault. Bring any questions you may have about the event. Attendees will get a discount code for summit registration. …
Integrating Alternative Investments into your Practice
Join us on Wednesday, May 10 at 2pm EDT for a webinar with Daniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior Financial Analyst with Blue Vault. They’ll cover high level trends they’ve observed and discuss how advisors are integrating alts into their practice, including: Learn about how advisors are using a …
Nontraded REIT Fee Study: Highlights and Insights
This webinar reviews some of the key findings and insights from the 4th Edition Fee Study. Blue Vault’s Senior VP of Research, Jim Sprow, joins Stacy Chitty to discuss the findings and answer questions. Register to watch on-demand. Watch Now Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, …
Alternative Investment Industry Quarterly Insights: Q4 2022
Blue Vault’s quarterly insights webinar reviewing key findings and insights from the Q4 2022 alternative investment industry data. Blue Vault’s quarterly reviews provide a wealth of industry data and performance pages on a number of alternative investment types. Blue Vault’s research team, James Sprow and Luke Schmidt, share highlights and offer insights. Register to watch …
