Webinars

Upcoming 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

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

October 13, 2021 @ 2:00 pm - 3:00 pm

Why Advisors Use Alts Series 1: Real Investing Strategies from a Real Advisor

On October 13, Blue Vault hosted its first "Why Advisors Use Alts" webinar in a series. Jeff Kremin, National Sales…

Jeff Kremin: | Panelist
James E. Bashaw: | Panelist

September 30, 2021 @ 2:00 pm - 3:00 pm

BV Quarterly Update (Q2 2021)

On Thursday, September 30, the Blue Vault research team presented its Quarterly Update (Q2 2021) webinar. Our quarterly reviews provide a…

Stacy Chitty: | Moderator
James Sprow: | Presenter
Luke Schmidt: | Presenter

September 16, 2021 @ 2:00 pm - 3:00 pm

Tracking Your Alternative Investments with the Blue Vault Database

Join us on Thursday, September 16, at 2:00 pm EDT as Luke Schmidt, Sr. Financial Analyst and Database Project Lead with…

Luke Schmidt: | Presenter
Gary Davi: | Presenter

September 9, 2021 @ 2:00 pm - 3:00 pm

Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage

On Thursday, September 9, we hosted a panel webinar featuring Bill Robbins, Chief Executive Officer of WealthForge, Drew Jackson, President…

Bill Robbins: | Panelist
James Brunger: | Panelist
Drew Jackson: | Panelist

September 1, 2021 @ 2:00 pm - 3:00 pm

Prospect Capital Convertible Preferred Stock and Priority Income Fund

On Wednesday, September 1, Blue Vault hosed a webinar with Grier Eliasek, President, Chief Operating Officer, Board Director and Co-Founder…

M. Grier Eliasek: | Speaker

August 17, 2021 @ 2:00 pm - 3:00 pm

Location, Location, Location… How Self Storage and Multifamily are Interconnected

On Tuesday, August 17, Blue Vault hosted a webinar with Curtis Shoch, Managing Director, National Sales for Leitbox Storage Partners…

Curtis Shoch: | Panelist
Todd Williams: | Panelist

August 4, 2021 @ 2:00 pm - 3:00 pm

Why Invest in REITs – Insight and Perspectives from Capital Square

On Wednesday, August 4, Blue Vault hosted a webinar with three executives from Capital Square: Louis Rogers, Founder and CEO,…

Louis J. Rogers: | Panelist
Whitson Huffman: | Panelist
James Brunger: | Panelist

July 15, 2021 @ 2:00 pm - 3:00 pm

Digital Infrastructure In The Post-COVID Environment

On July 15, Blue Vault hosted Brandon Hunt, Portfolio Manager of Strategic Capital Fund Management, Bryan Marsh, Chief Executive Officer…

Brandon Hunt: | Panelist
Bryan Marsh: | Panelist
Todd Rowley: | Panelist

July 14, 2021 @ 2:00 pm - 3:00 pm

The Heat is on This Summer for Hospitality

On July 14, Blue Vault hosted a webinar with Legendary Capital's Chairman and CEO Corey Maple. The recovery for hospitality has started.…

Corey Maple: | Presenter

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