Data-Driven Due Diligence for Alternatives: Inside the Blue Vault Portal

Discover how to analyze alternative investments more efficiently and effectively in this live, interactive demo of the Blue Vault research…

Stacy Chitty: | Speaker
Luke Schmidt: | Speaker

March 26 @ 2:00 pm - 3:00 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

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

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

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

NASHVILLE, TN | APRIL 23, 2026

Join us in Nashville 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 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.