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Past Webinars

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Choose a past webinar to view a recording. Note that some webinars are available to subscribers only. Click here for a list of our current webinars.
Webinar

Why Attend the Alts Summit 2023

January 31 @ 2:00 pm - 2:30 pm
Stacy Chitty
| Presenter
James Bayard CFP®, ChFC®, RICP®, AIF®
| Presenter
Daniel Goodwin
| Presenter
Webinar

The Future of Financial Services

January 24 @ 2:00 pm - 3:00 pm
Frederick E. Hubler, Jr.
| Presenter
Webinar

Q3 2022 Update and Review

January 18 @ 2:00 pm - 3:00 pm
James Sprow
| Presenter
Luke Schmidt
| Presenter
Marketing Intent,Webinar

Evaluating a Sponsor: Marketing & Communications

December 14, 2022 @ 2:00 pm - 3:00 pm
Cherie Fournier
| Panelist
Alise Lucero
| Panelist
Altigo,WealthForge,Webinar

Taking the Headaches out of Alts Supervision

December 13, 2022 @ 2:00 pm - 3:00 pm
Jon Ranello
| Presenter
Webinar

Making Alts More Accessible – Best Practices

November 30, 2022 @ 2:00 pm - 3:00 pm
Richard Hillson
| Moderator
John R. Crosier
| Panelist
John B. Trevor IV, CFP®
| Panelist
Charles West
| Panelist
Ken Zupo
| Panelist
Urban Catalyst,Webinar

506(c) Best Practices – Part II

November 16, 2022 @ 2:00 pm - 3:00 pm
Deborah S. Froling
| Panelist
Greg Mausz
| Panelist
Sean Raft
| Panelist
Darryl Steinhause
| Panelist
Webinar

A DST Market Update with Orchard’s Taylor Garrett

October 26, 2022 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Taylor Garrett
| Presenter
Tim Witt
| Presenter
Webinar

A Broker Dealer’s Perspective on the Alts Market

October 18, 2022 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Karlton Kleis
| Presenter
Rick Murphy
| Presenter
Webinar

Q2 2022 Alts Performance Update and Review

October 6, 2022 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Panelist
Luke Schmidt
| Panelist
ExchangeRight,Sealy & Company,Webinar

How Current Economic Policies Affect Real Estate

October 5, 2022 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Paul M. Barausky
| Panelist
Joshua Ungerecht
| Panelist
Apollo,CIM,Webinar

How Do Interval Funds Choose Their Investments?

September 21, 2022 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Mark Lavery
| Panelist
Luke Schmidt
| Panelist
Lucy Lu Munro
| Panelist
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