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Webinars

Upcoming Webinars

ExchangeRight DST webinar October 2 @ 2:00 pm - 3:00 pm

ExchangeRight DST webinar

Join us as Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, shares insights on potential benefits of 1031 exchanges and…
Warren Thomas
| Speaker
Roth Conversion Strategies October 8 @ 2:00 pm - 3:00 pm

Roth Conversion Strategies

Join an exclusive conversation with Michelle Thomas, Vice President, Marketing & Business Development at CNB Custody, McCarley Davis, President of…
Michelle Thomas
| Panelist
Jessica Correnti
| Panelist
McCarley Davis
| Panelist

Alts and Answers Luncheon

DALLAS-FORT WORTH, TX | AUGUST 28, 2025

Real questions.  Real insights.  Really good lunch.

As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.

Register

ROTH IRA CONVERSION STRATEGIES

Join an exclusive conversation with Michelle Thomas (CNB Custody), McCarley Davis (Madison Communities), and Jessica Correnti (Capital Square) as they discuss how using Roth conversions in a portfolio can create positive opportunities for clients.

REGISTER

Past Webinars

Alternative Investment Due Diligence Considerations for Advisors November 15, 2023 @ 2:00 pm - 3:00 pm

Alternative Investment Due Diligence Considerations for Advisors

Effective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law…
Catherine Bowman, Esq.
| Panelist
Jacob Heidkamp, JD, MBA
| Panelist
Steve Ogrin, M.B.A.
| Panelist
A Deeper Look at CIM Group November 8, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at CIM Group

Join us on Wednesday, November 8, at 2:00 pm EDT for a deeper dive into CIM's offerings. James Sprow and…
James Sprow
| Presenter
Luke Schmidt
| Presenter
Why Alts Sponsors Need a Managing Broker-Dealer November 7, 2023 @ 2:00 pm - 3:00 pm

Why Alts Sponsors Need a Managing Broker-Dealer

Join WealthForge executives - Michael Roman, Managing Director, MBD Services, and Jim Raper, Chief Compliance Officer - to get to…
Michael Roman
| Presenter
Jim Raper
| Presenter
Gold Leaf: A Modern Farming Company October 26, 2023 @ 2:00 pm - 3:00 pm

Gold Leaf: A Modern Farming Company

Hear from Gold Leaf executives - Jack McCarthy, Co-Founder & CEO, Brandon Rebiero, Co-Founder and Head of Farming, and Josh…
Jack McCarthy
| Presenter
Brandon Rebiero
| Presenter
Josh Guggenheim
| Presenter
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