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Webinars

Upcoming Webinars

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
Delivered or Mid-Construction: Why FMV Strategy Matters May 7 @ 4:00 pm - 5:00 pm

Delivered or Mid-Construction: Why FMV Strategy Matters

Please join Gordon Goldie, Partner, Housing and Community Development Solutions at Plante Moran, and Natalie Mason, Executive Vice President, Co-Head…
Natalie Mason
| Speaker
Gordon Goldie
| Speaker

Alts and Answers Luncheon

CHARLOTTE, NC | MAY 7, 2026 | RUTH’S CHRIS STEAK HOUSE SOUTHPARK

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 DUNWOODY

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 | CREATIVE CAPITAL WEALTH MANAGEMENT GROUP OFFICES

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

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
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
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