Webinars

Webinars

Upcoming Webinars

July 11 @ 2:00 pm - 3:00 pm

What Does it Mean? A review of our metrics, what they indicate, and how we calculate them

Join us on Thursday, July 11, at 2:00 pm EDT as Luke Schmidt, Vice President, Director of Research at Blue…

Luke Schmidt: | Speaker

Past Webinars

October 19, 2023 @ 2:00 pm - 3:00 pm

Differentiating Through Faith-Based Private Market Solutions

On Thursday, October 19, Micky Reeves, Senior Wealth Advisor with EverSource, and Daniel Phillips, Director of Investments at EverSource shared…

Daniel Phillips: | Presenter
Micky Reeves: | Presenter

October 18, 2023 @ 2:00 pm - 3:00 pm

Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity

How well do you understand Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) and how these accounts…

Jim Schlager, CFP: | Presenter
Michael Schulman: | Presenter

October 11, 2023 @ 2:00 pm - 2:30 pm

“Ask Us Anything” Marketing to Help Raise Capital for Alternative Investment Sponsors

Ever thought about the marketing hurdles you face and wished you could get answers directly from experts? Want to know…

Cherie Fournier: | Host
Alise Lucero: | Host

September 28, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at Bluerock

On Thursday, September 28, Luke Schmidt, from the Blue Vault Research Team reviewed the data and metrics to paint an…

Luke Schmidt: | Presenter
James Sprow: | Presenter

September 19, 2023 @ 2:00 pm - 3:00 pm

Opportunities Abound in the Growing Interval Fund Market

Kim Flynn of XA Investments hosts Josh Hoffman, Managing Director at Bluerock and Jeremy Held, Managing Director of Bow River…

Kimberly Flynn, CFA: | Host
Josh Hoffman: | Presenter
Jeremy Held: | Presenter

September 13, 2023 @ 2:00 pm - 3:00 pm

Unleashing the Power of Cost Segregation Analysis in 1031 Exchanges/ DSTs and Beyond

Unlock the potential of your real estate investments during this in-depth exploration of cost segregation analysis, a helpful strategy that…

Brian Sanborn: | Host
Kent Fitzpatrick: | Presenter

September 12, 2023 @ 2:00 pm - 3:00 pm

Beyond Real Estate: What Else is Out There? Part 2: Energy, Venture Capital and Private Equity

Mat Dellorso, Chief Revenue Officer at Altigo and Richard Hillson, Founder at Hillson Consulting are hosting a 3-part webinar series…

Mat Dellorso: | Host
Richard Hillson: | Host
Christian Munafo: | Panelist
Matt Lugar: | Panelist
Brandon Praznik: | Panelist

August 30, 2023 @ 2:00 pm - 3:00 pm

Identifying Alternative Investment Opportunities with the Blue Vault Database

On Wednesday, August 30, Luke Schmidt, Senior Financial Analyst for Blue Vault, demonstrated how you can use the Blue Vault…

Luke Schmidt: | Presenter

August 23, 2023 @ 2:00 pm - 3:00 pm

Beyond Real Estate: What Else is Out There? Part 1: What Advisors Should Know About Private Equity, Private Credit and More

You may have dipped your toe into alts with real estate investments in the past. But with current market headwinds…

Mat Dellorso: | Host
Richard Hillson: | Host
Chris Carsley: | Panelist
Joseph Roth: | Panelist

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