Webinars

Webinars

Upcoming Webinars

May 16 @ 2:00 pm - 3:00 pm

Where Are We in the Economic Cycle?

ExchangeRight Managing Partner Joshua Ungerecht will present an overview of the macroeconomic cycle along with data about how various asset…

Joshua Ungerecht: | Presenter

May 22 @ 2:00 pm - 3:00 pm

Farmland: Why this Uncorrelated Asset Class Belongs in your Portfolio

Join Gold Leaf executives, Brandon Rebiero, Co-Founder & Head of Farming and Josh Guggenheim, VP of Acquisitions, and wealth advisor…

Brandon Rebiero: | Panelist
Josh Guggenheim: | Panelist
Scott Pilchard: | Panelist

June 13 @ 2:00 pm - 3:00 pm

High Yield and Alpha in CLOs

Oxford Funds, LLC is one of the longest running, most active, and largest specialists in the market. They bring their…

Jonathan Cohen: | Speaker

Past Webinars

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

August 9, 2023 @ 2:00 pm - 3:00 pm

How My Practice Changed by Incorporating Alts

This webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren…

Stacy Chitty: | Moderator
Brian Evans, CPA / PFS: | Panelist
Warren Thomas: | Panelist

July 26, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at Blackstone

This webinar took place on Wednesday, July 26, offering a deeper dive into Blackstone's offerings. James Sprow and Luke Schmidt,…

Stacy Chitty: | Moderator
Luke Schmidt: | Presenter
James Sprow: | Presenter

June 27, 2023 @ 2:00 pm - 3:00 pm

The Future of Financial Services

This webinar took place June 27, featuring CEO, Chief Wealth Strategist, and Forbes contributor, Fred Hubler as he offers a…

Frederick E. Hubler, Jr.: | Presenter

June 21, 2023 @ 2:00 pm - 2:30 pm

Dive into the Blue Vault Alts Database

This on-demand webinar includes a brief demo of the Blue Vault alternative investments database. Luke Schmidt walks through the highlights,…

Luke Schmidt: | Presenter

June 14, 2023 @ 2:00 pm - 3:00 pm

Alternative Investing with Interval/Tender Offer Funds

This webinar took place on June 14, giving a continuation of a discussion from the Blue Vault Summit in Atlanta,…

Stacy Chitty: | Moderator
Fred Baerenz AIF®: | Presenter
Kimberly Flynn, CFA: | Presenter
Ann Maurer: | Presenter

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