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Webinars

Upcoming Webinars

The Next Wave of Interval Funds: What Advisors Should Know January 7, 2026 @ 2:00 pm - 3:00 pm

The Next Wave of Interval Funds: What Advisors Should Know

Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
Daniil Shapiro
| Moderator
Michael Perini
| Speaker
Stacy Chitty
| Speaker

Alts and Answers Luncheon

NEW YORK CITY | DECEMBER 16, 2025

Blue Vault’s regional lunch series is heading to the Big Apple! Join us at there for timely insights and practical strategies in alternative investments—delivered in a fast, focused format.

We’ll share performance-driven data and education from our vault of alts insights, alongside perspectives from leading asset managers. Whether you’re new to alts or highly experienced, you’ll walk away with knowledge you can put to work.

Register

Alts and Answers Luncheon

NEW YORK CITY | DECEMBER 17, 2025

Blue Vault’s Alts and Answers Luncheon Series continues in the Big Apple! Join us for a power-packed session featuring timely insights, performance data, and practical strategies in alternative investments—all delivered in a concise, advisor-focused format.

You’ll hear from industry-leading asset managers and gain actionable takeaways from Blue Vault’s vault of alts insights. No matter your level of experience, you’ll leave inspired and better equipped to serve your clients.

Register

Past Webinars

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
The Blue Vault Fee Study: Key Findings February 3, 2022 @ 2:00 pm - 3:00 pm

The Blue Vault Fee Study: Key Findings

On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and Luke…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Why We Use Alts: An Advisor’s Perspective January 20, 2022 @ 2:00 pm - 3:00 pm

Why We Use Alts: An Advisor’s Perspective

Join us on Thursday, January 20, at 2:00 PM EST, for a webinar featuring Kevin Best, Personal Chief Financial Officer…
Kevin Best
| Panelist
Chad Clark
| Panelist
Andrew Doughty
| Panelist
BV Quarterly Update (Q3 2021) January 13, 2022 @ 2:00 pm - 3:00 pm

BV Quarterly Update (Q3 2021)

Join us on Thursday, January 13, at 2:00 pm EST as the Blue Vault research team presents their Quarterly Update…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
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