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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

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
What’s Inflation Doing to My Nontraded REIT Portfolio? June 28, 2022 @ 2:00 pm - 3:00 pm

What’s Inflation Doing to My Nontraded REIT Portfolio?

This webinar took place June 28, 2022 and included a panel webinar discussion of the impact inflation has on nontraded…
Stacy Chitty
| Moderator
Larry Barocas
| Panelist
Adam Larson
| Panelist
James Sprow
| Panelist
C. Jay Steigerwald III
| Panelist
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