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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

Q3 2022 Update and Review January 18, 2023 @ 2:00 pm - 3:00 pm

Q3 2022 Update and Review

This on-demand webinar took place on Wednesday, January 18, as the Blue Vault research team presented their Quarterly Update for…
James Sprow
| Presenter
Luke Schmidt
| Presenter
Evaluating a Sponsor: Marketing & Communications December 14, 2022 @ 2:00 pm - 3:00 pm

Evaluating a Sponsor: Marketing & Communications

Determining which alternative investments sponsor to work with and trust client assets to requires analysis. While digging into some aspects…
Cherie Fournier
| Panelist
Alise Lucero
| Panelist
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
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