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Webinars

Upcoming Webinars

What’s New in the Blue Vault Data Portal April 29 @ 2:00 pm - 3:00 pm

What’s New in the Blue Vault Data Portal

Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live…
Stacy Chitty
| Speaker
Luke Schmidt
| Speaker

Alts and Answers Luncheon

ORLANDO, FL | MARCH 11, 2026 | THE CHAPMAN (WINTER PARK)

Join us in Orlando for Blue Vault’s regional luncheon series, co-hosted with the FSU Herbert Wertheim School of Business. This event is designed specifically for wealth advisors in Central Florida seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

Register

Alts and Answers Luncheon

BOSTON, MA | MARCH 25, 2026 | RUTH’S CHRIS STEAK HOUSE (WALTHAM)

Join us in Boston for Blue Vault’s regional luncheon series. This event is designed specifically for wealth advisors in New England seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

 

Register

Alts and Answers Luncheon

TALLAHASSEE, FL | APRIL 16, 2026

Join us in Tallahassee for Blue Vault’s regional luncheon series, co-hosted with the FSU Herbert Wertheim School of Business. This event is designed specifically for wealth advisors in North Florida seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

Register

Past Webinars

For Diversification, Aren’t Traded REITs Sufficient? August 24, 2022 @ 2:00 pm - 3:00 pm

For Diversification, Aren’t Traded REITs Sufficient?

On August 24 Blue Vault hosted a panel webinar discussing diversification and whether or not traded REITs are sufficient when…
Stacy Chitty
| Moderator
Jay Frank
| Panelist
Matt Fries
| Panelist
Bill Robbins
| Panelist
John Sabey
| Panelist
The Importance of MFFO in Assessing Nontraded REIT Performance July 27, 2022 @ 2:00 pm - 3:00 pm

The Importance of MFFO in Assessing Nontraded REIT Performance

This webinar took place on July 27, and discussed the importance of MFFO when assessing the performance of nontraded REITs.…
Stacy Chitty
| Moderator
Craig Merkt, JD LLM
| Panelist
James Sprow
| Panelist
Amanda Teeple
| Panelist
Can Real Estate Performance be Sustained in a Recession? July 20, 2022 @ 2:00 pm - 3:00 pm

Can Real Estate Performance be Sustained in a Recession?

On Wednesday, July 20, our panel of Stacy Chitty (moderator-Blue Vault) Adam Lotterman (Bluerock), Raleigh Peters (Blackstone), and James Sprow…
Stacy Chitty
| Moderator
Adam Lotterman
| Panelist
Raleigh Peters
| Panelist
James Sprow
| Panelist
Cryptocurrency in IRAs: An Easy Solution July 14, 2022 @ 2:00 pm - 3:00 pm

Cryptocurrency in IRAs: An Easy Solution

This webinar took place on July 14 and John Denza, Chief Commercial Officer at ErisX; Nick Donaldson, Founder, IAR of Investment Fiduciary Planners;…
Stacy Chitty
| Moderator
John Denza
| Presenter
Nick Donaldson
| Presenter
Michelle Thomas
| Presenter
Q1 2022 Update and Review July 12, 2022 @ 2:00 pm - 3:00 pm

Q1 2022 Update and Review

This webinar took place on July 12 with the Blue Vault research team presenting their Quarterly Update (Q1 2022). Our quarterly…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
What’s Inflation Doing to My Nontraded REIT Portfolio? June 28, 2022 @ 2:00 pm - 3:00 pm

What’s Inflation Doing to My Nontraded REIT Portfolio?

This webinar took place June 28, 2022 and included a panel webinar discussion of the impact inflation has on nontraded…
Stacy Chitty
| Moderator
Larry Barocas
| Panelist
Adam Larson
| Panelist
James Sprow
| Panelist
C. Jay Steigerwald III
| Panelist
506(c) Best Practices June 15, 2022 @ 2:00 pm - 3:00 pm

506(c) Best Practices

This webinar took place June 15, featuring a panel discussing 506(c) best practices. The panel included Deborah S. Froling, Partner…
Stacy Chitty
| Moderator
Deborah S. Froling
| Panelist
Sean Raft
| Panelist
Louis J. Rogers
| Panelist
2021 Alternative Investment Industry Highlights May 25, 2022 @ 2:00 pm - 3:00 pm

2021 Alternative Investment Industry Highlights

On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
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