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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
Brian Rivera
| 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

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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