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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

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
Sean Casterline, CFA
| Panelist
Geoffrey D. Flahardy
| Panelist
Josh Hoffman
| Panelist

Alts and Answers Breakfast

TAMPA, FL | NOVEMBER 19, 2025

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

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

A Deeper Look at Cottonwood and AR Global September 10, 2019 @ 2:00 pm - 3:00 pm

A Deeper Look at Cottonwood and AR Global

This on-demand webinar offers a deeper dive into the two investment managers and their securities offerings. We review the data…
Stacy Chitty
| Moderator
James Sprow
| Presenter
How is Technology Making Investing in Alts Easier? August 27, 2019 @ 2:00 pm - 3:00 pm

How is Technology Making Investing in Alts Easier?

This on-demand webinar reviews how technology is making investing in alternatives an easier process. Angie Fisher, Vice President, Operations, Strategic…
Angie Fisher
| Moderator
Brendan Finn
| Panelist
Richard Thoeny
| Panelist
Cheryl Wheeler
| Panelist
What Every RIA Must Know about Alternative Investments August 14, 2019 @ 2:00 pm - 3:00 pm

What Every RIA Must Know about Alternative Investments

What must every RIA know about alternative investments? Find out by viewing this on-demand webinar. Darren Whissen, Managing Partner at…
Darren Whissen
| Moderator
Steven Bohn
| Panelist
Alan Feldman
| Panelist
David Pittman
| Panelist
A Deeper Look at Carter Validus and Griffin Capital August 6, 2019 @ 2:00 pm - 3:00 pm

A Deeper Look at Carter Validus and Griffin Capital

This on-demand webinar offers a deep dive into two investment managers and their securities offerings. We review the data and…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
A Deeper Look at Black Creek Group and Resource July 24, 2019 @ 2:00 pm - 3:00 pm

A Deeper Look at Black Creek Group and Resource

This on-demand webinar offers a deeper dive into the two investment managers and their securities offerings. We review the data…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Why Private Offerings Are So Critical for Your Clients July 18, 2019 @ 2:00 pm - 3:00 pm

Why Private Offerings Are So Critical for Your Clients

Private offerings have completely evolved, and there are reasons they are instrumental for today’s skilled financial advisor.  Find out why…
Kirk Montgomery
| Moderator
Don Deans
| Panelist
Bill Leitner
| Panelist
Clive Slovin
| Panelist
Are Interval Funds Performing? July 16, 2019 @ 2:00 pm - 2:30 pm

Are Interval Funds Performing?

This on-demand webinar provides an overview of Interval Fund performance as of July 2019.  Blue Vault’s industry reviews provide a…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
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