Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients

As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens…

Rizwan Ibrahim: | Moderator
Woody Soemantoro: | Speaker
Chris Spence: | Speaker
Arthur Loyd: | Speaker

December 9 @ 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

December 11 @ 2:00 pm - 3:00 pm

Last-Call Roth Conversions: Don’t Leave Money on the Table in 2025

As the calendar year winds down, so does one of the most valuable tax-planning windows advisors can leverage from their…

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.

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.

Past Webinars

March 9, 2021 @ 2:30 pm - 3:00 pm

ExchangeRight’s Strategy for Pandemic-Resilience

On Tuesday, March 9, 2021, Warren Thomas presented "ExchangeRight’s Strategy for Pandemic-Resilience" at the Blue Vault Bowman Alts Week 2021…

Warren Thomas: | Presenter

March 8, 2021 @ 1:00 pm - 1:30 pm

What Most Advisors Don’t Know About Alts

On March 8, 2021, Warren Thomas presented "What Most Advisors Don't Know About Alts" at the Blue Vault Bowman Alts…

Warren Thomas: | Presenter

February 24, 2021 @ 2:00 pm - 3:00 pm

Deconstructing Diversification: A Novel Approach to a Long-Standing Strategy

On Wednesday, February 24th we hosted a webinar featuring Miguel Sosa, Research Strategist & Product Specialist with Bluerock. Traditionally, “diversification”…