Converting Data into Decisions: A Blue Vault Portal Walkthrough

Join us for a live demonstration of the Blue Vault Data Portal and learn how the industry's most successful advisors…

Stacy Chitty: | 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 23 @ 2:00 pm - 3:00 pm

Fact & Future: Navigating Opportunity Zones in 2026 & What’s Next

Please join Stacy Chitty, co-founder and chief executive officer of Blue Vault Partners; Whitson Huffman, co-chief executive officer and chief…

Stacy Chitty: | Speaker
Jessica Correnti: | Speaker
Whitson Huffman: | Speaker

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

May 7 @ 2:00 pm - 3:00 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

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

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

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