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Webinars

Upcoming Webinars

Roth Conversion Strategies October 8 @ 2:00 pm - 3:00 pm

Roth Conversion Strategies

Join an exclusive conversation with Michelle Thomas, Vice President, Marketing & Business Development at CNB Custody, McCarley Davis, President of…
Michelle Thomas
| Panelist
Jessica Correnti
| Panelist
McCarley Davis
| Panelist

Alts and Answers Luncheon

DALLAS-FORT WORTH, TX | AUGUST 28, 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

ROTH IRA CONVERSION STRATEGIES

Join an exclusive conversation with Michelle Thomas (CNB Custody), McCarley Davis (Madison Communities), and Jessica Correnti (Capital Square) as they discuss how using Roth conversions in a portfolio can create positive opportunities for clients.

REGISTER

Past Webinars

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
The Importance of MFFO in Assessing Nontraded REIT Performance July 27, 2022 @ 2:00 pm - 3:00 pm

The Importance of MFFO in Assessing Nontraded REIT Performance

This webinar took place on July 27, and discussed the importance of MFFO when assessing the performance of nontraded REITs.…
Stacy Chitty
| Moderator
Craig Merkt, JD LLM
| Panelist
James Sprow
| Panelist
Amanda Teeple
| Panelist
Can Real Estate Performance be Sustained in a Recession? July 20, 2022 @ 2:00 pm - 3:00 pm

Can Real Estate Performance be Sustained in a Recession?

On Wednesday, July 20, our panel of Stacy Chitty (moderator-Blue Vault) Adam Lotterman (Bluerock), Raleigh Peters (Blackstone), and James Sprow…
Stacy Chitty
| Moderator
Adam Lotterman
| Panelist
Raleigh Peters
| Panelist
James Sprow
| Panelist
Cryptocurrency in IRAs: An Easy Solution July 14, 2022 @ 2:00 pm - 3:00 pm

Cryptocurrency in IRAs: An Easy Solution

This webinar took place on July 14 and John Denza, Chief Commercial Officer at ErisX; Nick Donaldson, Founder, IAR of Investment Fiduciary Planners;…
Stacy Chitty
| Moderator
John Denza
| Presenter
Nick Donaldson
| Presenter
Michelle Thomas
| Presenter
Q1 2022 Update and Review July 12, 2022 @ 2:00 pm - 3:00 pm

Q1 2022 Update and Review

This webinar took place on July 12 with the Blue Vault research team presenting their Quarterly Update (Q1 2022). Our quarterly…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
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