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Webinars

Upcoming Webinars

What’s New in the Blue Vault Data Portal April 30 @ 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
Delivered or Mid-Construction: Why FMV Strategy Matters May 7 @ 4:00 pm - 5:00 pm

Delivered or Mid-Construction: Why FMV Strategy Matters

Please join Gordon Goldie, Partner, Housing and Community Development Solutions at Plante Moran, and Natalie Mason, Executive Vice President, Co-Head…
Natalie Mason
| Speaker
Gordon Goldie
| Speaker

Alts and Answers Luncheon

CHARLOTTE, NC | MAY 7, 2026 | RUTH’S CHRIS STEAK HOUSE SOUTHPARK

Join us in Charlotte for Blue Vault’s regional luncheon series, designed specifically for wealth advisors 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

ATLANTA, GA | MAY 20, 2026 | THE CAPITAL GRILLE DUNWOODY

Join us in Atlanta for Blue Vault’s regional luncheon series, designed specifically for wealth advisors 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

PHILADELPHIA, PA | JUNE 11, 2026 | CREATIVE CAPITAL WEALTH MANAGEMENT GROUP OFFICES

Join us in Philadelphia for Blue Vault’s regional luncheon series, designed specifically for wealth advisors 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

Q2 2022 Alts Performance Update and Review October 6, 2022 @ 2:00 pm - 3:00 pm

Q2 2022 Alts Performance Update and Review

This webinar took place Thursday, October 6, with the Blue Vault research team presenting their Quarterly Update for Q2 of…
Stacy Chitty
| Moderator
James Sprow
| Panelist
Luke Schmidt
| Panelist
How Current Economic Policies Affect Real Estate October 5, 2022 @ 2:00 pm - 3:00 pm

How Current Economic Policies Affect Real Estate

On October 5 Blue Vault hosted a webinar discussing how real estate is affected by the economic policies of the…
Stacy Chitty
| Moderator
Paul M. Barausky
| Panelist
Joshua Ungerecht
| Panelist
How Do Interval Funds Choose Their Investments? September 21, 2022 @ 2:00 pm - 3:00 pm

How Do Interval Funds Choose Their Investments?

This webinar took place September 21, discussing how Interval Funds choose their investments. Moderated by Stacy Chitty of Blue Vault;…
Stacy Chitty
| Moderator
Mark Lavery
| Panelist
Luke Schmidt
| Panelist
Lucy Lu Munro
| Panelist
Wait! Tell Me Again About Institutions and Alts September 14, 2022 @ 2:00 pm - 3:00 pm

Wait! Tell Me Again About Institutions and Alts

On September 14 Blue Vault hosted a webinar discussing how institutional investors utilize alternative investments and why wealth advisors should…
Richard Hillson
| Moderator
Brian Conneely
| Panelist
Abby Salameh
| Panelist
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
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