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Webinars

Upcoming Webinars

Fundamentals of REIT Analysis (Alts Day 2024) November 17, 2025 @ 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, 2025 @ 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, 2025 @ 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

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
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
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