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Webinars

Upcoming Webinars

Legends of Distribution Discuss Alts Evolution: Part Two July 9 @ 2:00 pm - 3:00 pm

Legends of Distribution Discuss Alts Evolution: Part Two

Join Larry Goff, Jeff Schwaber, and Martel Day for part two of this compelling conversation on the evolution of alternative…
Larry Goff
| Speaker
Jeffrey Schwaber
| Speaker
Martel Day
| Speaker
Stacy Chitty
| Moderator
Fundamentals of REIT Analysis (Alts Day 2024) November 17 @ 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 @ 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 @ 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

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
How Current Economic Policies Affect Real Estate October 5, 2022 @ 2:00 pm - 3:00 pm

How Current Economic Policies Affect Real Estate

On October 5 Blue Vault hosted a webinar discussing how real estate is affected by the economic policies of the…
Stacy Chitty
| Moderator
Paul M. Barausky
| Panelist
Joshua Ungerecht
| Panelist
How Do Interval Funds Choose Their Investments? September 21, 2022 @ 2:00 pm - 3:00 pm

How Do Interval Funds Choose Their Investments?

This webinar took place September 21, discussing how Interval Funds choose their investments. Moderated by Stacy Chitty of Blue Vault;…
Stacy Chitty
| Moderator
Mark Lavery
| Panelist
Luke Schmidt
| Panelist
Lucy Lu Munro
| Panelist
Wait! Tell Me Again About Institutions and Alts September 14, 2022 @ 2:00 pm - 3:00 pm

Wait! Tell Me Again About Institutions and Alts

On September 14 Blue Vault hosted a webinar discussing how institutional investors utilize alternative investments and why wealth advisors should…
Richard Hillson
| Moderator
Brian Conneely
| Panelist
Abby Salameh
| Panelist
For Diversification, Aren’t Traded REITs Sufficient? August 24, 2022 @ 2:00 pm - 3:00 pm

For Diversification, Aren’t Traded REITs Sufficient?

On August 24 Blue Vault hosted a panel webinar discussing diversification and whether or not traded REITs are sufficient when…
Stacy Chitty
| Moderator
Jay Frank
| Panelist
Matt Fries
| Panelist
Bill Robbins
| Panelist
John Sabey
| Panelist
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