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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

Blue Vault Database in Action November 11, 2021 @ 2:00 pm - 3:00 pm

Blue Vault Database in Action

On Thursday, November 11, Luke Schmidt, Sr. Financial Analyst and Database Project Lead with Blue Vault, discussed the features of…
Luke Schmidt
| Presenter
Why Advisors Use Alts: Industrial and Self-Storage Insights November 3, 2021 @ 2:00 pm - 3:00 pm

Why Advisors Use Alts: Industrial and Self-Storage Insights

On Wednesday, November 3, Blue Vault hosted part two in our “Why Advisors Use Alts” Series, with a panel featuring…
Jeffrey Bangerter
| Panelist
Paul M. Barausky
| Panelist
Bill Leitner
| Panelist
Michael Mansur, CFP
| Panelist
Active Management Through Dispositions October 27, 2021 @ 2:00 pm - 3:00 pm

Active Management Through Dispositions

On Wednesday, October 27, Blue Vault hosted a webinar featuring Keith Lampi, President, Director and Chief Operating Officer of Inland…
Keith Lampi
| Presenter
BV Quarterly Update (Q2 2021) 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
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