Inside the Fiduciary Mindset: How Top Sponsors Strengthen Investor Confidence

Even the best investment strategies can face unexpected challenges — market shifts, project setbacks, or performance shortfalls that test investor…

Dustin Zachmeyer: | Moderator
Woody Soemantoro: | Speaker
Jessica Correnti: | Speaker

November 19 @ 2:00 pm - 3:00 pm

Be a Hero! Save Your Client’s Taxes with DSTs

You've probably heard about Delaware Statutory Trusts (DSTs) and their purported tax benefits, but have you taken advantage of them…

Frederick E. Hubler, Jr.: | Moderator
Brian Rivera: | Panelist
Geoffrey D. Flahardy: | Panelist
Josh Hoffman: | Panelist

December 4 @ 4:00 pm

The Next Evolution in Portfolio Design: Understanding the 50/30/20 Model

As traditional portfolio strategies face new pressures from market volatility, inflation, and shifting investor priorities, a fresh framework is emerging:…

Daniil Shapiro: | Moderator

Alts and Answers Breakfast

TAMPA, FL | NOVEMBER 19, 2025

Join us at the Centre Club for timely insights and practical strategies in alternative investments—delivered at a fast, focused BREAKFAST.

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 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.

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

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…