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Webinars

Upcoming Webinars

What’s New in the Blue Vault Data Portal April 30 @ 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
Delivered or Mid-Construction: Why FMV Strategy Matters May 7 @ 4:00 pm - 5:00 pm

Delivered or Mid-Construction: Why FMV Strategy Matters

Please join Gordon Goldie, Partner, Housing and Community Development Solutions at Plante Moran, and Natalie Mason, Executive Vice President, Co-Head…
Natalie Mason
| Speaker
Gordon Goldie
| Speaker

Alts and Answers Luncheon

CHARLOTTE, NC | MAY 7, 2026 | RUTH’S CHRIS STEAK HOUSE SOUTHPARK

Join us in Charlotte for Blue Vault’s regional luncheon series, designed specifically for wealth advisors 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

ATLANTA, GA | MAY 20, 2026 | THE CAPITAL GRILLE DUNWOODY

Join us in Atlanta for Blue Vault’s regional luncheon series, designed specifically for wealth advisors 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

PHILADELPHIA, PA | JUNE 11, 2026 | CREATIVE CAPITAL WEALTH MANAGEMENT GROUP OFFICES

Join us in Philadelphia for Blue Vault’s regional luncheon series, designed specifically for wealth advisors 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
Where Are We in the Economic Cycle? May 16, 2024 @ 2:00 pm - 3:00 pm

Where Are We in the Economic Cycle?

ExchangeRight Managing Partner Joshua Ungerecht presents an overview of the macroeconomic cycle along with data about how various asset classes…
Joshua Ungerecht
| Presenter
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