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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

Succession Planning 2.0: Would You Buy Your Business? November 6, 2019 @ 1:00 pm - 2:00 pm

Succession Planning 2.0: Would You Buy Your Business?

This on-demand webinar includes helpful suggestions and practical guidance about shaping your business as if you are ready to sell…
Chris Goethe
| Moderator
Rick Forbus, PhD
| Panelist
Dr. John Rhodes
| Panelist
Understanding the Importance of Blue Vault Research October 17, 2019 @ 2:00 pm - 3:00 pm

Understanding the Importance of Blue Vault Research

This event has passed. However, you can join us on Dec. 3rd for another live review of Blue Vault's research.…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
A Deeper Look at CIM Group and SmartStop September 24, 2019 @ 2:00 pm - 3:00 pm

A Deeper Look at CIM Group and SmartStop

Watch this on-demand webinar for a deep dive into the two investment managers and their securities offerings.  Our presenters review…
Stacy Chitty
| Moderator
James Sprow
| Presenter
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
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