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Webinars

Upcoming Webinars

Where Are We in the Economic Cycle? 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
High Yield and Alpha in CLOs 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

Making Alts More Accessible – Best Practices November 30, 2022 @ 2:00 pm - 3:00 pm

Making Alts More Accessible – Best Practices

On Wednesday, November 30, Blue Vault hosted a panel webinar discussing some of the obstacles wealth advisors face when investing…
Richard Hillson
| Moderator
John R. Crosier
| Panelist
John B. Trevor IV, CFP®
| Panelist
Charles West
| Panelist
Ken Zupo
| Panelist
506(c) Best Practices – Part II November 16, 2022 @ 2:00 pm - 3:00 pm

506(c) Best Practices – Part II

This November 16 panel webinar discussing 506(c) best practices was a continuation of the webinar that took place June 15.…
Deborah S. Froling
| Panelist
Greg Mausz
| Panelist
Sean Raft
| Panelist
Darryl Steinhause
| Panelist
A DST Market Update with Orchard’s Taylor Garrett October 26, 2022 @ 2:00 pm - 3:00 pm

A DST Market Update with Orchard’s Taylor Garrett

On October 26, Tim Witt from Peachtree PC Investors and Taylor Garrett from Orchard Securities joined Blue Vault for a…
Stacy Chitty
| Moderator
Taylor Garrett
| Presenter
Tim Witt
| Presenter
A Broker Dealer’s Perspective on the Alts Market October 18, 2022 @ 2:00 pm - 3:00 pm

A Broker Dealer’s Perspective on the Alts Market

On Tuesday, October 18, Blue Vault hosted a panel webinar featuring Rick Murphy from Berthel Fisher, and Karlton Kleis from…
Stacy Chitty
| Moderator
Karlton Kleis
| Presenter
Rick Murphy
| Presenter
Q2 2022 Alts Performance Update and Review October 6, 2022 @ 2:00 pm - 3:00 pm

Q2 2022 Alts Performance Update and Review

This webinar took place Thursday, October 6, with the Blue Vault research team presenting their Quarterly Update for Q2 of…
Stacy Chitty
| Moderator
James Sprow
| Panelist
Luke Schmidt
| Panelist
How Current Economic Policies Affect Real Estate October 5, 2022 @ 2:00 pm - 3:00 pm

How Current Economic Policies Affect Real Estate

On October 5 Blue Vault hosted a webinar discussing how real estate is affected by the economic policies of the…
Stacy Chitty
| Moderator
Paul M. Barausky
| Panelist
Joshua Ungerecht
| Panelist
How Do Interval Funds Choose Their Investments? September 21, 2022 @ 2:00 pm - 3:00 pm

How Do Interval Funds Choose Their Investments?

This webinar took place September 21, discussing how Interval Funds choose their investments. Moderated by Stacy Chitty of Blue Vault;…
Stacy Chitty
| Moderator
Mark Lavery
| Panelist
Luke Schmidt
| Panelist
Lucy Lu Munro
| Panelist
Wait! Tell Me Again About Institutions and Alts September 14, 2022 @ 2:00 pm - 3:00 pm

Wait! Tell Me Again About Institutions and Alts

On September 14 Blue Vault hosted a webinar discussing how institutional investors utilize alternative investments and why wealth advisors should…
Richard Hillson
| Moderator
Brian Conneely
| Panelist
Abby Salameh
| Panelist
For Diversification, Aren’t Traded REITs Sufficient? August 24, 2022 @ 2:00 pm - 3:00 pm

For Diversification, Aren’t Traded REITs Sufficient?

On August 24 Blue Vault hosted a panel webinar discussing diversification and whether or not traded REITs are sufficient when…
Stacy Chitty
| Moderator
Jay Frank
| Panelist
Matt Fries
| Panelist
Bill Robbins
| Panelist
John Sabey
| Panelist
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