Fact & Future: Navigating Opportunity Zones in 2026 & What’s Next

Please join Stacy Chitty, co-founder and chief executive officer of Blue Vault Partners; Whitson Huffman, co-chief executive officer and chief…

Stacy Chitty: | Speaker
Jessica Correnti: | Speaker
Whitson Huffman: | Speaker

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

May 7 @ 4:00 pm - 5:00 pm

Delivered or Mid-Construction: Why FMV Strategy Matters

Please join Gordon Goldie, Partner, Housing and Community Development Solutions at Plante Moran, and Natalie Mason, Executive Vice President, Co-Head…

Natalie Mason: | Speaker
Gordon Goldie: | Speaker

Alts and Answers Luncheon

CHARLOTTE, NC | MAY 7, 2026 | RUTH’S CHRIS STEAK HOUSE SOUTHPARK

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.

Alts and Answers Luncheon

ATLANTA, GA | MAY 20, 2026 | THE CAPITAL GRILLE DUNWOODY

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.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

Alts and Answers Luncheon

PHILADELPHIA, PA | JUNE 11, 2026 | CREATIVE CAPITAL WEALTH MANAGEMENT GROUP OFFICES

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.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

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…