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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

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
506(c) Best Practices June 15, 2022 @ 2:00 pm - 3:00 pm

506(c) Best Practices

This webinar took place June 15, featuring a panel discussing 506(c) best practices. The panel included Deborah S. Froling, Partner…
Stacy Chitty
| Moderator
Deborah S. Froling
| Panelist
Sean Raft
| Panelist
Louis J. Rogers
| Panelist
2021 Alternative Investment Industry Highlights May 25, 2022 @ 2:00 pm - 3:00 pm

2021 Alternative Investment Industry Highlights

On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
The Blue Vault Fee Study: Key Findings February 3, 2022 @ 2:00 pm - 3:00 pm

The Blue Vault Fee Study: Key Findings

On Wednesday, May 25, James Sprow, Senior VP, Research with Blue Vault, Stacy Chitty, Managing Partner of Blue Vault, and Luke…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Why We Use Alts: An Advisor’s Perspective January 20, 2022 @ 2:00 pm - 3:00 pm

Why We Use Alts: An Advisor’s Perspective

Join us on Thursday, January 20, at 2:00 PM EST, for a webinar featuring Kevin Best, Personal Chief Financial Officer…
Kevin Best
| Panelist
Chad Clark
| Panelist
Andrew Doughty
| Panelist
BV Quarterly Update (Q3 2021) January 13, 2022 @ 2:00 pm - 3:00 pm

BV Quarterly Update (Q3 2021)

Join us on Thursday, January 13, at 2:00 pm EST as the Blue Vault research team presents their Quarterly Update…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
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