Webinars

Upcoming Webinars

Rethinking Oil and Gas in the Advisory Toolkit April 15 @ 2:00 pm - 3:00 pm

Rethinking Oil and Gas in the Advisory Toolkit

Energy markets are evolving—and with them, the role oil and gas investments may play in diversified portfolios. Private energy investments…
Rizwan Ibrahim
| Moderator
James Lee
| Speaker
Sam Irvani
| Speaker
Tyler Hurlburt
| Speaker
What’s New in the Blue Vault Data Portal April 30 @ 2:00 pm - 3:00 pm

What’s New in the Blue Vault Data Portal

Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live…
Stacy Chitty
| Speaker
Luke Schmidt
| Speaker

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
A Deeper Look at Blackstone July 26, 2023 @ 2:00 pm - 3:00 pm

A Deeper Look at Blackstone

This webinar took place on Wednesday, July 26, offering a deeper dive into Blackstone's offerings. James Sprow and Luke Schmidt,…
Stacy Chitty
| Moderator
Luke Schmidt
| Presenter
James Sprow
| Presenter
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

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