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Webinars

Upcoming Webinars

What’s New in the Blue Vault Data Portal 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

ORLANDO, FL | MARCH 11, 2026 | THE CHAPMAN (WINTER PARK)

Join us in Orlando 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 in Central Florida 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

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

TALLAHASSEE, FL | APRIL 16, 2026

Join us in Tallahassee 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 in North Florida 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

What’s all the Fuss About Alts? June 20, 2024 @ 2:00 pm - 3:00 pm

What’s all the Fuss About Alts?

Wondering why Alternative Investments keep cropping up in your news feed? What's all the fuss over this [growing] group of…
C. Jay Steigerwald III
| Panelist
Larry Barocas
| Panelist
Michael Crimmins
| Panelist
Trevor Nesbit
| Moderator
High Yield and Alpha in CLOs June 13, 2024 @ 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
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