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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
Tyler Hurlburt
| 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

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

Self Storage is Core and More! May 26, 2021 @ 2:00 pm - 3:00 pm

Self Storage is Core and More!

On Wednesday, May 26th, Blue Vault hosted a webinar featuring H. Michael Schwartz of SmartStop Asset Management.  If you missed the…
H. Michael Schwartz
| Presenter
MHCs May Offer Stable Cash Flow as an Inflation Spike Looms May 19, 2021 @ 2:00 pm - 3:00 pm

MHCs May Offer Stable Cash Flow as an Inflation Spike Looms

On Wednesday, May 19th Blue Vault hosted a webinar featuring Rod Curtis, President of Inland Venture Partners, Ravi Bansal, Chief Investment Officer of Inland…
Ravi K. Bansal
| Presenter
Roderick S. Curtis
| Presenter
Greg Shields
| Presenter
BV Quarterly Update (Q4 2020) May 13, 2021 @ 2:00 pm - 3:00 pm

BV Quarterly Update (Q4 2020)

On May 13th Blue Vault presented its Quarterly Update (Q4 2020) webinar. Our quarterly reviews provide a wealth of industry…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Blue Vault Database May 5, 2021 @ 2:00 pm - 3:00 pm

Blue Vault Database

On Wednesday, May 5th Blue Vault hosted a webinar introducing the Blue Vault Database. Our research team walked through the brand new…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
ExchangeRight’s Strategy for Pandemic-Resilience 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
What Most Advisors Don’t Know About Alts 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
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