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Webinars

Upcoming Webinars

Alts and Answers Luncheon

CHICAGO, IL | JULY 23, 2025

Real questions.  Real insights.  Really good lunch.

As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.

Register

Providing Retail Investors with Access to Institutional Credit Strategies

Join an exclusive conversation with Joseph Roth, Principal, at Eagle Point Credit Management and others, as they explore how institutional credit strategies—once reserved for pensions, endowments, and large asset managers—are now being made accessible to retail investors.

REGISTER

Past Webinars

The Future of Financial Services June 27, 2023 @ 2:00 pm - 3:00 pm

The Future of Financial Services

This webinar took place June 27, featuring CEO, Chief Wealth Strategist, and Forbes contributor, Fred Hubler as he offers a…
Frederick E. Hubler, Jr.
| Presenter
Dive into the Blue Vault Alts Database June 21, 2023 @ 2:00 pm - 2:30 pm

Dive into the Blue Vault Alts Database

This on-demand webinar includes a brief demo of the Blue Vault alternative investments database. Luke Schmidt walks through the highlights,…
Luke Schmidt
| Presenter
Alternative Investing with Interval/Tender Offer Funds June 14, 2023 @ 2:00 pm - 3:00 pm

Alternative Investing with Interval/Tender Offer Funds

This webinar took place on June 14, giving a continuation of a discussion from the Blue Vault Summit in Atlanta,…
Stacy Chitty
| Moderator
Fred Baerenz AIF®
| Presenter
Kimberly Flynn, CFA
| Presenter
Ann Maurer
| Presenter
Alternative Investment Industry Quarterly Insights: Q4 2022 May 24, 2023 @ 2:00 pm - 3:00 pm

Alternative Investment Industry Quarterly Insights: Q4 2022

Blue Vault’s quarterly insights webinar reviewing key findings and insights from the Q4 2022 alternative investment industry data. Blue Vault’s…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Nontraded REIT Fee Study: Highlights and Insights May 18, 2023 @ 2:00 pm - 3:00 pm

Nontraded REIT Fee Study: Highlights and Insights

This webinar reviews some of the key findings and insights from the 4th Edition Fee Study. Blue Vault’s Senior VP…
Stacy Chitty
| Moderator
James Sprow
| Presenter
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
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