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Webinars

Upcoming Webinars

Rethinking Oil and Gas in the Advisory Toolkit April 15 @ 2:00 pm - 3:00 pm

Rethinking Oil and Gas in the Advisory Toolkit

Energy markets are evolving—and with them, the role oil and gas investments may play in diversified portfolios. Private energy investments…
Rizwan Ibrahim
| Moderator
James Lee
| Speaker
Sam Irvani
| Speaker
Tyler Hurlburt
| Speaker
What’s New in the Blue Vault Data Portal 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

Alts and Answers Luncheon

CHARLOTTE, NC | MAY 7, 2026

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.

 

Register

Alts and Answers Luncheon

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

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.

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.

Register

Alts and Answers Luncheon

PHILADELPHIA, PA | JUNE 11, 2026

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.

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.

 

Register

Past Webinars

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
Understanding the Importance of Blue Vault Research January 14, 2020 @ 2:00 pm - 3:00 pm

Understanding the Importance of Blue Vault Research

Join us on Tuesday, January 14rd at 2 pm for a detailed discussion of Blue Vault's research and how it…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Q3 2019 Vault View Nontraded REIT and BDC December 17, 2019 @ 2:00 pm - 3:00 pm

Q3 2019 Vault View Nontraded REIT and BDC

The Q3 2019 NTR and BDC "Vault View" on-demand webinar provides a wealth of industry data and performance pages on…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
A Deeper Look at FS Investments and Hines December 10, 2019 @ 2:00 pm - 3:00 pm

A Deeper Look at FS Investments and Hines

This on-demand webinar offers a deeper dive into the two investment managers and their securities offerings. Presenters review the data…
Stacy Chitty
| Moderator
James Sprow
| Presenter
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