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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 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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