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Webinars

Upcoming Webinars

Be a Hero! Save Your Client’s Taxes with DSTs November 19 @ 2:00 pm - 3:00 pm

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

Join Frederick E. Hubler, Jr., MBA, CWS®, CEO and Chief Wealth Strategist of Creative Capital Wealth Management Group, as he…
Frederick E. Hubler, Jr.
| Moderator
Brian Rivera
| Panelist
Geoffrey D. Flahardy
| Panelist
Josh Hoffman
| Panelist

Alts and Answers Luncheon

ATLANTA, GA | OCTOBER 15, 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.

Register

Alts and Answers Luncheon

PHOENIX, AZ | OCTOBER 22, 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.

Register

Alts and Answers Luncheon

TAMPA, FL | NOVEMBER 13, 2025

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

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.

Register

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.

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.

Register

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.

Register

Past Webinars

BV Quarterly Update (Q1 2020) June 18, 2020 @ 2:00 pm - 3:00 pm

BV Quarterly Update (Q1 2020)

Join us on Thursday, June 18th at 2 pm for the first quarter 2020 BV Quarterly Update webinar. Our quarterly…
Luke Schmidt
| Moderator
James Sprow
| Presenter
Inside the Blue Vault Fee Study Report April 29, 2020 @ 2:00 pm - 3:00 pm

Inside the Blue Vault Fee Study Report

Join us on Wednesday, April 29th at 2 pm for a look inside Blue Vault's 3rd Edition Nontraded REIT Fee…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
7 Ways to Build your Client Base – the Right Way February 27, 2020 @ 2:00 pm - 3:00 pm

7 Ways to Build your Client Base – the Right Way

This on-demand webinar is the second installment of the coaching series with Chris Goethe and Rick Forbus, PhD of Trove,…
Chris Goethe
| Presenter
Rick Forbus, PhD
| Presenter
A Deeper Look at CNL February 11, 2020 @ 2:00 pm - 3:00 pm

A Deeper Look at CNL

This on-demand webinar offers a deeper dive into one investment manager and their securities offerings. Our presenters review the data…
Stacy Chitty
| Moderator
James Sprow
| Presenter
A Deeper Look at Owl Rock January 23, 2020 @ 2:00 pm - 3:00 pm

A Deeper Look at Owl Rock

This on-demand webinar offers a deeper dive into Owl Rock's securities offerings. Our presenter reviews the data and metrics to…
Stacy Chitty
| Moderator
James Sprow
| Presenter
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