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 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

PHOENIX, AZ | OCTOBER 22, 2025

Real questions. Real insights. Really good lunch.

As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.

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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.

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