Ashford Hospitality Trust Preferred Stock Offering: Senior Securities Designed to Provide Steady Income

Founded in 2003, Ashford Hospitality Trust (AHT) is a real estate investment trust (REIT) investing primarily in upscale, full-service hotel…

Todd Brewer: | Speaker

September 24 @ 2:00 pm - 3:00 pm

Product Evolution – Innovation and the Shifting Landscape of Alternative Investments

Join Andrew Deck, Vice President of Alternative Investments at LPL Financial, for an engaging conversation on the future of alternative…

Andrew Deck: | Moderator

October 2 @ 2:00 pm - 3:00 pm

ExchangeRight DST webinar

Join us as Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, shares insights on potential benefits of 1031 exchanges and…

Warren Thomas: | Speaker

October 8 @ 2:00 pm - 3:00 pm

Roth Conversion Strategies

Join an exclusive conversation with Michelle Thomas, Vice President, Marketing & Business Development at CNB Custody, McCarley Davis, President of…

Michelle Thomas: | Panelist
Jessica Correnti: | Panelist
McCarley Davis: | Panelist

October 15 @ 2:00 pm - 3:00 pm

Beyond Tradition: How Alternatives Are Evolving in the Retail Space

Join us as Blue Vault's Managing Partner Stacy Chitty hosts a conversation with Leitbox Storage Partners founder Bill Leitner and…

Bill Leitner: | Speaker
Jade Miller: | Speaker

Alts and Answers Luncheon

DALLAS-FORT WORTH, TX | AUGUST 28, 2025

Real questions. Real insights. Really good lunch.

As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.

ROTH IRA CONVERSION STRATEGIES

Join an exclusive conversation with Michelle Thomas (CNB Custody), McCarley Davis (Madison Communities), and Jessica Correnti (Capital Square) as they discuss how using Roth conversions in a portfolio can create positive opportunities for clients.

Past Webinars

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…