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Webinars

Upcoming Webinars

What’s New in the Blue Vault Data Portal April 29 @ 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

ORLANDO, FL | MARCH 11, 2026 | THE CHAPMAN (WINTER PARK)

Join us in Orlando for Blue Vault’s regional luncheon series, co-hosted with the FSU Herbert Wertheim School of Business. This event is designed specifically for wealth advisors in Central Florida 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

BOSTON, MA | MARCH 25, 2026 | RUTH’S CHRIS STEAK HOUSE (WALTHAM)

Join us in Boston for Blue Vault’s regional luncheon series. This event is designed specifically for wealth advisors in New England 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

TALLAHASSEE, FL | APRIL 16, 2026

Join us in Tallahassee for Blue Vault’s regional luncheon series, co-hosted with the FSU Herbert Wertheim School of Business. This event is designed specifically for wealth advisors in North Florida 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 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
Q1 2019 NTR/BDC Quarterly Review Summary June 18, 2019 @ 2:00 pm - 2:30 pm

Q1 2019 NTR/BDC Quarterly Review Summary

This on-demand webinar offers a summary of Blue Vault’s first quarter reviews of both the nontraded REIT and nontraded BDC…
Stacy Chitty
| Moderator
Luke Schmidt
| Speaker
James Sprow
| Speaker
Q4 2018 “Vault View” Webinar May 1, 2019 @ 2:00 pm - 3:00 pm

Q4 2018 “Vault View” Webinar

  Brought to you by... Let Blue Vault help you stay informed with our brief “20-minute, nothing but the indispensable”…
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