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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

Alts and Answers Luncheon

CHARLOTTE, NC | MAY 7, 2026

Join us in Charlotte for Blue Vault’s regional luncheon series, designed specifically for wealth advisors seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

 

Register

Alts and Answers Luncheon

ATLANTA, GA | MAY 20, 2026 | THE CAPITAL GRILLE

Join us in Atlanta for Blue Vault’s regional luncheon series, designed specifically for wealth advisors seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

Register

Alts and Answers Luncheon

PHILADELPHIA, PA | JUNE 11, 2026

Join us in Philadelphia for Blue Vault’s regional luncheon series, designed specifically for wealth advisors seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.

 

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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