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Webinars

Upcoming Webinars

Rethinking Oil and Gas in the Advisory Toolkit April 15 @ 2:00 pm - 3:00 pm

Rethinking Oil and Gas in the Advisory Toolkit

Energy markets are evolving—and with them, the role oil and gas investments may play in diversified portfolios. Private energy investments…
Rizwan Ibrahim
| Moderator
James Lee
| Speaker
Sam Irvani
| Speaker
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

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

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

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

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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