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Webinars

Upcoming Webinars

Behind the V(ALT) Door June 18 @ 2:00 pm - 3:00 pm

Behind the V(ALT) Door

Join us for Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth…
Stacy Chitty
| Speaker
Alternative Investments Due Diligence Experts June 24 @ 2:00 pm - 3:00 pm

Alternative Investments Due Diligence Experts

Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
Catherine Bowman, Esq.
| Moderator
Larry Barocas
| Panelist
Matt Mayer
| Panelist
Seth Stuart
| Panelist
Fundamentals of REIT Analysis (Alts Day 2024) November 17 @ 11:00 am - 11:50 am

Fundamentals of REIT Analysis (Alts Day 2024)

Watch Joshua Ungerecht, a Managing Partner at ExchangeRight, for “Fundamentals of REIT Analysis” give an overview of the benefits and…
Joshua Ungerecht
| Presenter
H2 2024 Travel & Lodging Update (Alts Day 2024) November 17 @ 12:00 pm - 12:50 pm

H2 2024 Travel & Lodging Update (Alts Day 2024)

Consumers are allocating more time and resources toward travel and enriching experiences than ever, propelling the $10 trillion travel industry…
Todd Brewer
| Presenter
Building Wealth: Tax Strategies for Growth (Alts Day 2024) November 17 @ 1:00 pm - 1:50 pm

Building Wealth: Tax Strategies for Growth (Alts Day 2024)

Watch this insightful fireside chat with Fred Hubler (CEO, Creative Capital Wealth Management), Warren Thomas (Managing Partner, ExchangeRight), and Health…
Frederick E. Hubler, Jr.
| Presenter
Warren Thomas
| Presenter
Heath Walters
| Presenter

Past Webinars

Integrating Alternative Investments into your Practice May 10, 2023 @ 2:00 pm - 3:00 pm

Integrating Alternative Investments into your Practice

This webinar took place on May 10, featuring Daniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior…
Stacy Chitty
| Moderator
Daniil Shapiro
| Presenter
Luke Schmidt
| Presenter
5 Reasons to Attend the Alts Summit 2023 February 13, 2023 @ 2:00 pm - 2:30 pm

5 Reasons to Attend the Alts Summit 2023

Hear the top reasons advisors will be attending the Blue Vault Bowman Summit in March from Kevin Best CFP®, MS,…
Stacy Chitty
| Presenter
Kevin Best
| Presenter
Why Attend the Alts Summit 2023 January 31, 2023 @ 2:00 pm - 2:30 pm

Why Attend the Alts Summit 2023

Hear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring…
Stacy Chitty
| Presenter
James Bayard CFP®, ChFC®, RICP®, AIF®
| Presenter
Daniel Goodwin
| Presenter
The Future of Financial Services January 24, 2023 @ 2:00 pm - 3:00 pm

The Future of Financial Services

Watch this on-demand webinar to hear CEO and Chief Wealth Strategist Fred Hubler offer a “look behind the curtain” of…
Frederick E. Hubler, Jr.
| Presenter
Q3 2022 Update and Review January 18, 2023 @ 2:00 pm - 3:00 pm

Q3 2022 Update and Review

This on-demand webinar took place on Wednesday, January 18, as the Blue Vault research team presented their Quarterly Update for…
James Sprow
| Presenter
Luke Schmidt
| Presenter
Evaluating a Sponsor: Marketing & Communications December 14, 2022 @ 2:00 pm - 3:00 pm

Evaluating a Sponsor: Marketing & Communications

Determining which alternative investments sponsor to work with and trust client assets to requires analysis. While digging into some aspects…
Cherie Fournier
| Panelist
Alise Lucero
| Panelist
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
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