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Webinars

Upcoming Webinars

The Next Wave of Interval Funds: What Advisors Should Know January 7, 2026 @ 2:00 pm - 3:00 pm

The Next Wave of Interval Funds: What Advisors Should Know

Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
Daniil Shapiro
| Moderator
Michael Perini
| Speaker
Stacy Chitty
| Speaker

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

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
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
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