Webinars

Upcoming Webinars

October 28 @ 2:00 pm - 3:00 pm

Take Control of Taxes Before Year-End: Using Roth Conversions to Maximize Returns

Amid rising interest in including alternative investments in 401(k) plans, Roth conversions are experiencing a revival. Join us for an…

Jennifer Li: | Moderator
Michelle Thomas: | Speaker
Jessica Correnti: | Speaker
McCarley Davis: | Speaker

October 29 @ 2:00 pm - 3:00 pm

Ashford Hospitality Trust Preferred Stock Offering: Senior Securities Designed to Provide Steady Income

Join us for an exclusive webinar focused on the latest quarterly updates for Ashford Hospitality Trust (AHT) and a forward-looking…

Todd Brewer: | Speaker

October 30 @ 1:00 pm - 2:00 pm

Protecting Investor Capital Through Economic Cycles and Uncertainty

What are some key factors driving economic change and what are their potential impacts on investment strategy? Join ExchangeRight Managing…

Joshua Ungerecht: | Speaker

November 4 @ 2:00 pm - 3:00 pm

Taming the Tiger: A Multi-Strategy Approach to Lowering Volatility with Alternative Investments

Alternative investments can help increase portfolio returns and reduce volatility—even in a down market. Whether bullish or bearish, advisors can…

Matt Mayer: | Moderator
C. Jay Steigerwald III: | Speaker
Samuel Groban: | Speaker

November 5 @ 2:00 pm - 3:00 pm

Timely Tax Strategies for the Assessor-Averse Wealth Advisor

When it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for…

Andrew Deck: | Moderator
Madison Turbeville: | Moderator
Tim Witt: | Speaker

November 12 @ 4:00 pm - 5:00 pm

Thorny Conversations: How Trusted Sponsors Address Investment Fallout

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

Dustin Zachmeyer: | Moderator
Nick Rosenthal: | Speakers

November 12 @ 4:00 pm - 5:00 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

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

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.

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

June 18 @ 2:00 pm - 3:00 pm

Behind the V(ALT) Door

Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…

Stacy Chitty: | Speaker

May 14 @ 2:00 pm - 3:00 pm

Legends of Distribution Discuss Alts Evolution: Part One

Watch Larry Goff, Jeff Schwaber, and Martel Day in this compelling conversation on the evolution of alternative investments over the…

Larry Goff: | Speaker
Jeffrey Schwaber: | Speaker
Martel Day: | Speaker
Stacy Chitty: | Moderator

April 30 @ 2:00 pm - 3:00 pm

Using Mineral Rights in a 1031 Exchange

Watch Brian P. Sone, VP of Capital Markets at Resource Royalty, LLC, lead a discussion on utilizing mineral rights in…

Brian Sone: | Speaker

April 23 @ 2:00 pm - 3:00 pm

How are Artificial Intelligence and Technology Enhancements Impacting Alternative Investments?

Watch a discussion with Steve Snyder, Chief Operating Officer, Helix and Samantha Davison, Chief Marketing Officer, TIFIN AG and AMP…

Steve Snyder: | Speaker
Samantha Davison: | Speaker

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