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Webinars

Upcoming Webinars

ExchangeRight DST webinar 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
Roth Conversion Strategies 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

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.

Register

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.

REGISTER

Past Webinars

Exploring DSTs: Opportunities and Insights for Savvy Investors October 30, 2024 @ 2:00 pm - 3:00 pm

Exploring DSTs: Opportunities and Insights for Savvy Investors

Join us for an informative webinar, "Exploring DST: Opportunities and Insights for Savvy Investors," featuring industry experts Shawn O'Shaughnessy from…
Shawn O'Shaughnessy
| Panelist
Janet Correll
| Panelist
Zachary Mersmann
| Panelist
Robert Pecha
| Panelist
Stacy Chitty
| Moderator
Why Strong Underwriting is Essential October 16, 2024 @ 2:00 pm - 3:00 pm

Why Strong Underwriting is Essential

Watch "Why Strong Underwriting is Essential", a webinar focused on the critical role of meticulous underwriting in real estate investments…
Warren Thomas
| Speaker
Stable Income, Regardless of Rate Cuts September 25, 2024 @ 2:00 pm - 3:00 pm

Stable Income, Regardless of Rate Cuts

Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…
Joseph Roth
| Moderator
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