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Webinars

Upcoming Webinars

Be a Hero! Save Your Client’s Taxes with DSTs November 19 @ 2:00 pm - 3:00 pm

Be a Hero! Save Your Client’s Taxes with DSTs

You've probably heard about Delaware Statutory Trusts (DSTs) and their purported tax benefits, but have you taken advantage of them…
Frederick E. Hubler, Jr.
| Moderator
Brian Rivera
| Panelist
Geoffrey D. Flahardy
| Panelist
Josh Hoffman
| Panelist

Alts and Answers Luncheon

TAMPA, FL | NOVEMBER 13, 2025

Join us at the Centre Club for timely insights and practical strategies in alternative investments—delivered in a fast, focused format.

We’ll share performance-driven data and education from our vault of alts insights, alongside perspectives from leading asset managers. Whether you’re new to alts or highly experienced, you’ll walk away with knowledge you can put to work.

Register

Alts and Answers Luncheon

NEW YORK CITY | DECEMBER 16, 2025

Blue Vault’s regional lunch series is heading to the Big Apple! Join us at there for timely insights and practical strategies in alternative investments—delivered in a fast, focused format.

We’ll share performance-driven data and education from our vault of alts insights, alongside perspectives from leading asset managers. Whether you’re new to alts or highly experienced, you’ll walk away with knowledge you can put to work.

Register

Alts and Answers Luncheon

NEW YORK CITY | DECEMBER 17, 2025

Blue Vault’s Alts and Answers Luncheon Series continues in the Big Apple! Join us for a power-packed session featuring timely insights, performance data, and practical strategies in alternative investments—all delivered in a concise, advisor-focused format.

You’ll hear from industry-leading asset managers and gain actionable takeaways from Blue Vault’s vault of alts insights. No matter your level of experience, you’ll leave inspired and better equipped to serve your clients.

Register

Past Webinars

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
A Deeper Look at Bluerock 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
Opportunities Abound in the Growing Interval Fund Market 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
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