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Webinars

Upcoming Webinars

The Next Wave of Interval Funds: What Advisors Should Know January 7, 2026 @ 2:00 pm - 3:00 pm

The Next Wave of Interval Funds: What Advisors Should Know

Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
Daniil Shapiro
| Moderator
Michael Perini
| Speaker
Stacy Chitty
| Speaker

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
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