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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
Sean Casterline, CFA
| Panelist
Geoffrey D. Flahardy
| Panelist
Josh Hoffman
| Panelist

Alts and Answers Breakfast

TAMPA, FL | NOVEMBER 19, 2025

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

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

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
How My Practice Changed by Incorporating Alts August 9, 2023 @ 2:00 pm - 3:00 pm

How My Practice Changed by Incorporating Alts

This webinar took place on Wednesday, August 9, and included a panel discussion featuring Brian Evans of Madrona and Warren…
Stacy Chitty
| Moderator
Brian Evans, CPA / PFS
| Panelist
Warren Thomas
| Panelist
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