Using Mineral Rights in a 1030 Exchange

Join Brian P. Sone, VP of Capital Markets at Resource Royalty, LLC, for a discussion on utilizing mineral rights in…

Brian Sone: | Speaker

May 7 @ 2:00 pm - 3:00 pm

Introduction to BufferLabs – Mastering Buffered ETFs with the ADOPT Model

Unlock the power of Buffered ETFs with BufferLabs, our proprietary ETF research platform built to revolutionize investment analysis. In this…

Erik Ogard, CFA: | Speaker

November 17 @ 9:00 am - 10:00 am

Comparing Alts Asset Performance and Market Trends (Alts Day 2024)

Join Luke Schmidt (Vice President, Research) and Stacy Chitty (Managing Partner) as Blue Vault reviews the performance and trends across…

Stacy Chitty: | Presenter
Luke Schmidt: | Presenter

November 17 @ 11:00 am - 11:50 am

Fundamentals of REIT Analysis (Alts Day 2024)

Watch Joshua Ungerecht, a Managing Partner at ExchangeRight, for “Fundamentals of REIT Analysis” give an overview of the benefits and…

Joshua Ungerecht: | Presenter

November 17 @ 12:00 pm - 12:50 pm

H2 2024 Travel & Lodging Update (Alts Day 2024)

Consumers are allocating more time and resources toward travel and enriching experiences than ever, propelling the $10 trillion travel industry…

Todd Brewer: | Presenter

November 17 @ 1:00 pm - 1:50 pm

Building Wealth: Tax Strategies for Growth (Alts Day 2024)

Watch this insightful fireside chat with Fred Hubler (CEO, Creative Capital Wealth Management), Warren Thomas (Managing Partner, ExchangeRight), and Health…

Frederick E. Hubler, Jr.: | Presenter
Warren Thomas: | Presenter
Heath Walters: | Presenter

November 17 @ 3:00 pm - 3:50 pm

Masterclass in Closing Million-Dollar Prospects at the Very First Meeting (Alts Day 2024)

If you want to build a great financial services business, you need to be able to close high-quality prospects the…

Erin Botsford: | Speaker

Past Webinars

November 10, 2020 @ 2:00 pm - 3:00 pm

CIM Market Insight: Real Estate, Infrastructure and Credit Sectors

On November 10th, Blue Vault hosted R.P. Bonham, VP Due Diligence, Portfolio Oversight; John Bruno, Principal - Investments; Jennifer Gandin,…

R.P. Bonham: | Panelist
John Bruno: | Panelist
Jennifer Gandin: | Panelist
Jason Schreiber: | Panelist

November 5, 2020 @ 2:00 pm - 3:00 pm

Bluerock Demystifies the Elite World of Institutional Private Real Estate & Shares Eight Distinct Portfolio Inclusion Strategies

Until recently, the 42-year index of institutional private real estate was only accessible by the largest institutions, endowments and pensions.…

Jeffrey Schwaber: | Presenter

October 29, 2020 @ 2:00 pm - 3:00 pm

Why Wealth Advisors Are Looking More Closely at Alternative Strategies During the Pandemic

On October 29th, Blue Vault hosted a panel discussion with Black Creek, SmartStop, and Triton Pacific. Click below to watch…

Brian Buehler: | Panelist
H. Michael Schwartz: | Panelist
Steve Stroker: | Panelist

October 28, 2020 @ 2:00 pm - 3:00 pm

Prospect Capital Corporation’s Convertible Preferred Stock: Offering Downside Protection, Liquidity, Income, and Alignment of Interest

On October 28th, Blue Vault hosted Grier Eliasek of Prospect Capital for an overview of its nontraded preferred stock offering.…

M. Grier Eliasek: | Presenter

October 21, 2020 @ 4:15 pm - 4:45 pm

Sealy RIA Summit

Stacy Chitty, Manager Partner at Blue Vault, joined moderator Brian Rivera, Executive Vice President, Business Development at Sealy Investment Securities…