Webinars

Upcoming Webinars

Past Webinars

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
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

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