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X-WR-CALDESC:Events for Blue Vault
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DTSTART;TZID=America/New_York:20231024T140000
DTEND;TZID=America/New_York:20231024T150000
DTSTAMP:20260515T150912
CREATED:20231004T182908Z
LAST-MODIFIED:20231004T183933Z
UID:342316-1698156000-1698159600@qa.bluevaultpartners.com
SUMMARY:Exploring Private Credit and Private Equity Opportunities in the Interval Fund Market
DESCRIPTION:Join Kimberly Flynn from XA Investments at 2:00 pm EDT on Tuesday\, October 24\, 2023 as she host Susan McAndrews from Pantheon and Rob Watson from Destra Capital for a discussion of private credit and private equity opportunities in the interval fund market. This knowledgeable panel will cover: \n\nPrivate Credit vs. Private Equity: differences and benefits of each structure\nWhy do wealth managers prefer the interval fund structure?\nAlternative Case Studies\n\nThere will be time for questions\, register today to reserve your spot. \nRegister Now  \n  \nPlease note: This live webinars is restricted to wealth advisors\, broker dealers\, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers. \nThe replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/private-credit-and-private-equity-opportunities-in-the-interval-fund-market/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T140000
DTEND;TZID=America/New_York:20231019T150000
DTSTAMP:20260515T150912
CREATED:20231004T162505Z
LAST-MODIFIED:20231018T165926Z
UID:342303-1697724000-1697727600@qa.bluevaultpartners.com
SUMMARY:Differentiating Through Faith-Based Private Market Solutions
DESCRIPTION:Join us on Thursday\, October 19\, at 2:00 pm EDT for a discussion with Micky Reeves\, Senior Wealth Advisor with EverSource\, and Daniel Phillips\, Director of Investments at EverSource. They will share the EverSource story and their experience with a movement towards aligning clients’ portfolios to their values. Values-based investing can be a differentiating factor in your wealth management practice and alternative investments are an important piece of this puzzle.  \nThere will be time for questions\, register today to reserve your spot. \nRegister Now  \n  \nPlease note: This live webinar is restricted to wealth advisors\, broker dealers\, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers. \nThe replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/differentiating-through-faith-based-private-market-solutions/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T140000
DTEND;TZID=America/New_York:20231018T150000
DTSTAMP:20260515T150912
CREATED:20231004T162213Z
LAST-MODIFIED:20231018T165814Z
UID:342301-1697637600-1697641200@qa.bluevaultpartners.com
SUMMARY:Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity
DESCRIPTION:How well do you understand Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) and how these accounts can be leveraged to enhance net-of-tax returns? Join Jim Schlager\, CFP Founder & Managing Partner and Michael Schulman\, Partner & Chief Investment Officer of Running Point Capital on Wednesday\, October 18\, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures\, regulatory considerations\, investment options\, tax implications and more.  \nThere will be time for questions\, register today to reserve your spot. \nRegister Now  \n  \nPlease note: This live webinar is restricted to wealth advisors\, broker dealers\, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers. \nThe replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/embracing-the-power-of-ppli-and-ppva/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231011T140000
DTEND;TZID=America/New_York:20231011T143000
DTSTAMP:20260515T150912
CREATED:20230914T160626Z
LAST-MODIFIED:20231017T120838Z
UID:335887-1697032800-1697034600@qa.bluevaultpartners.com
SUMMARY:“Ask Us Anything” Marketing to Help Raise Capital for Alternative Investment Sponsors
DESCRIPTION:Ever thought about the marketing hurdles you face and wished you could get answers directly from experts? Want to know what your #1 marketing focus should be? And what to never do? How about new ways to showcase your brand and engage advisors? Well\, here’s your opportunity! At Marketing Intent\, we have decades of experience marketing alternative investments. And we love to share our knowledge to help sponsors get advisors’ attention and engage them in conversations to bring capital in the door. Introducing our “Ask Us Anything” webinar tailored for alternative investment sponsors. We’ll provide a platform for sponsors to toss their burning questions our way for real-time responses and discussion. Mark your calendar to join us on Wednesday\, October 11 at 2:00 pm EDT… and get your questions ready! \nRegister today to reserve your spot.  \nRegister Now  \n  \nPlease note: This live webinar is intended for asset managers. It is not intended for the general public. \nThe replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/marketing-intent-ask-us-anything/
CATEGORIES:Marketing Intent,Webinars
ATTACH;FMTTYPE=image/jpeg:https://qa.bluevaultpartners.com/wp-content/uploads/2023/09/Maketing-Intent-Webinar-10.11-edited.jpg
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230928T140000
DTEND;TZID=America/New_York:20230928T150000
DTSTAMP:20260515T150912
CREATED:20230830T114744Z
LAST-MODIFIED:20230928T205225Z
UID:327128-1695909600-1695913200@qa.bluevaultpartners.com
SUMMARY:A Deeper Look at Bluerock
DESCRIPTION:On Thursday\, September 28\, Luke Schmidt\, from the Blue Vault Research Team reviewed the data and metrics to paint an overall picture of Bluerock’s performance. He offered his insights and analysis of the data\, as well as provided notable takeaways. \nThe presentation includes discussions of the following:  \n\nTrends and statistics \nPerformance \nCapital raised \nNotable takeaways and insights \n\nThere will be time for questions\, register today to reserve your spot.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/deeper-look-bluerock/
CATEGORIES:Bluerock,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T140000
DTEND;TZID=America/New_York:20230919T150000
DTSTAMP:20260515T150912
CREATED:20230831T202931Z
LAST-MODIFIED:20230920T192533Z
UID:327444-1695132000-1695135600@qa.bluevaultpartners.com
SUMMARY:Opportunities Abound in the Growing Interval Fund Market
DESCRIPTION:Kim Flynn of XA Investments hosts Josh Hoffman\, Managing Director at Bluerock and Jeremy Held\, Managing Director of Bow River Capital\, for a discussion of the growing interval fund market. This knowledgeable panel discusses new product trends in the interval fund market\, as well as growth expectations as the market evolves and new investment managers enter the space. They also cover:  \n\nAccess to alternative investments: Why/how do interval funds make it easier for wealth managers to select alternatives for their clients? \nWhy do wealth managers prefer the interval fund structure over a private fund? \nAlternative Case Studies: \n\nPrivate Real Estate: Bluerock Total Income+ Real Estate Fund \nPrivate Equity: Bow River Capital Evergreen Fund\n\n\n\nRegister to watch on-demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/opportunities-abound-in-the-growing-interval-fund-market/
CATEGORIES:Bluerock,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T140000
DTEND;TZID=America/New_York:20230913T150000
DTSTAMP:20260515T150912
CREATED:20230817T151024Z
LAST-MODIFIED:20230918T121119Z
UID:323611-1694613600-1694617200@qa.bluevaultpartners.com
SUMMARY:Unleashing the Power of Cost Segregation Analysis in 1031 Exchanges/ DSTs and Beyond
DESCRIPTION:Unlock the potential of your real estate investments during this in-depth exploration of cost segregation analysis\, a helpful strategy that empowers investors to help optimize return potential\, minimize tax liabilities\, and harness the full financial potential of their property investments. Join Kent Fitzpatrick\, Managing Director of Asset Strategy\, and Brian Sanborn\, Client Portfolio Manager at NexPoint\, as they offer their insights. \nWhat is Cost Segregation Analysis? At its core\, cost segregation analysis is an innovative approach to depreciating real estate assets more accurately. While conventional straight-line depreciation spreads the cost of a property over a set number of years\, cost segregation analysis involves a meticulous study that breaks down the property’s components into various categories\, each subject to a different depreciation schedule. This strategy allows investors to identify and separate short-lived assets\, which can be written off more rapidly\, resulting in tax savings and enhanced cash flow potential.  \nUnleashing the Benefits: With the power of cost segregation analysis at your fingertips\, you can: \n\nMaximize Tax Benefits: By identifying and accelerating the depreciation of components like fixtures\, fittings\, and improvements\, you can reduce taxable income and boost your overall cash flow potential. \nEnhance Return Potential: Experience returns on your real estate investments as the increased depreciation deductions translate into lower tax burdens and higher net income. \nFuel 1031 Exchanges: Seamlessly integrate cost segregation into your 1031 exchanges to defer capital gains taxes while preserving and growing your investment capital. \nElevate DST Investments: Elevate the potential of your Delaware Statutory Trust investments by leveraging cost segregation analysis to elevate cash flow and optimize overall returns. \nNavigate Tax Complexity: Gain a deeper understanding of tax strategies that leverage cost segregation to navigate the complexities of real estate investments more effectively.\n\nRegister to watch on-demand. \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here. \n*This is for informational purposes only\, does not constitute individual investment advice\, and should not be relied upon as tax or legal advice. Discussion about returns are not guaranteed and may be lower than anticipated.
URL:https://qa.bluevaultpartners.com/event/the-power-of-cost-segregation-analysis-1031-exchanges-dsts/
CATEGORIES:Nexpoint,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230912T140000
DTEND;TZID=America/New_York:20230912T150000
DTSTAMP:20260515T150912
CREATED:20230817T120828Z
LAST-MODIFIED:20230918T120625Z
UID:323604-1694527200-1694530800@qa.bluevaultpartners.com
SUMMARY:Beyond Real Estate: What Else is Out There? Part 2: Energy\, Venture Capital and Private Equity
DESCRIPTION:Mat Dellorso\, Chief Revenue Officer at Altigo and Richard Hillson\, Founder at Hillson Consulting are hosting a 3-part webinar series about a variety of alternative investment asset classes every advisor should know about. Part 2 took place on September 12 discussing energy\, venture capital and private equity. The panel featured Christian Munafo\, Chief Investment Officer at The Private Shares Fund\, Matt Lugar\, Managing Director at Pathway Capital Management\, and Brandon Praznik\, EVP of Greenbacker Capital.  \nRegister to watch on-demand. \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/beyond-real-estate-pt-2/
CATEGORIES:Altigo,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230830T140000
DTEND;TZID=America/New_York:20230830T150000
DTSTAMP:20260515T150912
CREATED:20230803T144421Z
LAST-MODIFIED:20230914T161237Z
UID:319182-1693404000-1693407600@qa.bluevaultpartners.com
SUMMARY:Identifying Alternative Investment Opportunities with the Blue Vault Database
DESCRIPTION:On Wednesday\, August 30\, Luke Schmidt\, Senior Financial Analyst for Blue Vault\, demonstrated how you can use the Blue Vault Alts Database to help you identify alternative investment offerings that fit your specific needs and criteria. Learn how to use this powerful tool to help you expand your alternative investment offerings.  \nRegister to watch on demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/identifying-alternative-investment-opportunities/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230823T140000
DTEND;TZID=America/New_York:20230823T150000
DTSTAMP:20260515T150912
CREATED:20230804T122643Z
LAST-MODIFIED:20230824T135508Z
UID:319459-1692799200-1692802800@qa.bluevaultpartners.com
SUMMARY:Beyond Real Estate: What Else is Out There? Part 1: What Advisors Should Know About Private Equity\, Private Credit and More
DESCRIPTION:You may have dipped your toe into alts with real estate investments in the past. But with current market headwinds facing the real estate industry\, now is the time to expand your horizons. With many structures available that extend beyond real estate\, it’s important for registered reps and advisors to understand the wide array of alternatives available to them to meet client demand. \nMat Dellorso\, Chief Revenue Officer at Altigo and Richard Hillson\, Founder at Hillson Consulting are hosting a 3-part series about a variety of alternative investment asset classes every advisor should know about. Part 1 took place on August 23\, featuring Chris Carsley\, Chief Investment Officer at Kirkland Capital Group and Joseph Roth\, Principal at Eagle Point Credit Management as they discuss Private Equity\, Private Credit and more. \nRegister to watch on-demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/beyond-real-estate-part-1/
CATEGORIES:Altigo,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230809T140000
DTEND;TZID=America/New_York:20230809T150000
DTSTAMP:20260515T150912
CREATED:20230720T185341Z
LAST-MODIFIED:20230824T135231Z
UID:314464-1691589600-1691593200@qa.bluevaultpartners.com
SUMMARY:How My Practice Changed by Incorporating Alts
DESCRIPTION:This webinar took place on Wednesday\, August 9\, and included a panel discussion featuring Brian Evans of Madrona and Warren Thomas of ExchangeRight. Brian and Warren share how they differentiated and grew their practices by offering alternative investments. These two industry veterans share their insight on the Alts industry and their unique experience with the market. \nRegister to watch on-demand.  \nWatch On Demand  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/how-my-practice-changed-by-incorporating-alts/
CATEGORIES:Exchangeright,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230726T140000
DTEND;TZID=America/New_York:20230726T150000
DTSTAMP:20260515T150912
CREATED:20230703T184634Z
LAST-MODIFIED:20230824T134352Z
UID:309188-1690380000-1690383600@qa.bluevaultpartners.com
SUMMARY:A Deeper Look at Blackstone
DESCRIPTION:This webinar took place on Wednesday\, July 26\, offering a deeper dive into Blackstone’s offerings. James Sprow and Luke Schmidt\, from the Blue Vault Research Team\, reviewed the data and metrics to paint an overall picture of Blackstone’s performance. They offer their insights and analysis of the performance data\, as well as provided notable takeaways.  \nThe presentation includes a discussion of the following:  \n\nTrends and statistics \nPerformance Capital raised \nNotable takeaways and insights \n\nThere will be time for questions\, register to watch on demand.  \nWatch On Demand  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/a-deeper-look-at-blackstone/
CATEGORIES:Blackstone,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230627T140000
DTEND;TZID=America/New_York:20230627T150000
DTSTAMP:20260515T150912
CREATED:20230525T144503Z
LAST-MODIFIED:20230824T121153Z
UID:295055-1687874400-1687878000@qa.bluevaultpartners.com
SUMMARY:The Future of Financial Services
DESCRIPTION:This webinar took place June 27\, featuring CEO\, Chief Wealth Strategist\, and Forbes contributor\, Fred Hubler as he offers a “look behind the curtain” of how he grew his one-man practice to six full-time team members\, with multi-millionaire clients in 28 states\, and revenue that has doubled in the last 4 years. Hear first-hand what clients worth $5-$50M are really looking for in an advisor.  \nRegister to watch on demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/the-future-of-financial-services-2/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230621T140000
DTEND;TZID=America/New_York:20230621T143000
DTSTAMP:20260515T150912
CREATED:20230608T154045Z
LAST-MODIFIED:20230824T120658Z
UID:299097-1687356000-1687357800@qa.bluevaultpartners.com
SUMMARY:Dive into the Blue Vault Alts Database
DESCRIPTION:This on-demand webinar includes a brief demo of the Blue Vault alternative investments database. Luke Schmidt walks through the highlights\, including searching\, sorting and filtering the industry data\, individual product performance pages\, and more. \nRegister to watch on-demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/dive-into-the-blue-vault-alts-database/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230614T140000
DTEND;TZID=America/New_York:20230614T150000
DTSTAMP:20260515T150912
CREATED:20230519T190356Z
LAST-MODIFIED:20230824T120623Z
UID:293444-1686751200-1686754800@qa.bluevaultpartners.com
SUMMARY:Alternative Investing with Interval/Tender Offer Funds
DESCRIPTION:This webinar took place on June 14\, giving a continuation of a discussion from the Blue Vault Summit in Atlanta\, in which we offered insight on a growing area of the alternatives marketplace – the interval fund market. This session dives deeper into the investment opportunity and discusses the evolution of the market. The panel is moderated by Stacy Chitty of Blue Vault\, and includes Kim Flynn of XA Investments\, Fred Baerenz AIF® of AOG Wealth Management\, Inc\,. and Ann Maurer of UMB. \nThe panel discussed hot topics such as liquidity and proration\, as well as what new funds are launching and how to assess the funds. The webinar covers: \n • Interval/Tender Market Opportunity – Why Invest? \n• Interval/Tender Marketplace – Growth of Market and Various Types of Funds \n• Hot Topics including RIAs launching proprietary funds and liquidity  \nRegister to watch on-demand. \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/alternative-investing-with-interval-tender-offer-funds/
CATEGORIES:Aog,Umb,Webinars
ATTACH;FMTTYPE=image/png:https://qa.bluevaultpartners.com/wp-content/uploads/2023/05/06.14-Webinar-Flynn.png
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230524T140000
DTEND;TZID=America/New_York:20230524T150000
DTSTAMP:20260515T150912
CREATED:20230427T180253Z
LAST-MODIFIED:20230824T120244Z
UID:287568-1684936800-1684940400@qa.bluevaultpartners.com
SUMMARY:Alternative Investment Industry Quarterly Insights: Q4 2022
DESCRIPTION:Blue Vault’s quarterly insights webinar reviewing key findings and insights from the Q4 2022 alternative investment industry data. Blue Vault’s quarterly reviews provide a wealth of industry data and performance pages on a number of alternative investment types. Blue Vault’s research team\, James Sprow and Luke Schmidt\, share highlights and offer insights. \nRegister to watch on-demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/alternative-investment-industry-quarterly-insights-q4-2022/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T140000
DTEND;TZID=America/New_York:20230518T150000
DTSTAMP:20260515T150912
CREATED:20230427T162638Z
LAST-MODIFIED:20230824T120146Z
UID:287562-1684418400-1684422000@qa.bluevaultpartners.com
SUMMARY:Nontraded REIT Fee Study: Highlights and Insights
DESCRIPTION:This webinar reviews some of the key findings and insights from the 4th Edition Fee Study. Blue Vault’s Senior VP of Research\, Jim Sprow\, joins Stacy Chitty to discuss the findings and answer questions.  \nRegister to watch on-demand.  \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/nontraded-reit-fee-study-highlights-and-insights/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230510T140000
DTEND;TZID=America/New_York:20230510T150000
DTSTAMP:20260515T150912
CREATED:20230426T140231Z
LAST-MODIFIED:20230824T120026Z
UID:287296-1683727200-1683730800@qa.bluevaultpartners.com
SUMMARY:Integrating Alternative Investments into your Practice
DESCRIPTION:This webinar took place on May 10\, featuring Daniil Shapiro\, CFA\, Director\, Product Development with Cerulli and Luke Schmidt\, Senior Financial Analyst with Blue Vault. They covered high level trends they’ve observed and discussed how advisors are integrating alts into their practice\, including: \n\nHow advisors are using a new wave of alternative investments offerings with greater liquidity\nBenefits and challenges of integrating alternative investments into your practice and why advisors are increasingly making the leap\nReview key alternative investments exposures to which advisors plan to allocate more\n\nRegister to watch now.  \nWatch on demand  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/integrating-alternative-investments-into-your-practice/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230213T140000
DTEND;TZID=America/New_York:20230213T143000
DTSTAMP:20260515T150912
CREATED:20230202T151848Z
LAST-MODIFIED:20230209T200559Z
UID:264159-1676296800-1676298600@qa.bluevaultpartners.com
SUMMARY:5 Reasons to Attend the Alts Summit 2023
DESCRIPTION:Hear the top reasons advisors will be attending the Blue Vault Bowman Summit in March from Kevin Best CFP®\, MS\, AEP®\, Personal Chief Financial Officer with Best Times Financial\, and Stacy Chitty\, Managing Partner at Blue Vault.\nBring any questions you may have about the event.  \nAttendees will get a discount code for summit registration. Register today to reserve your spot. \nRegister Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/top-5-reasons-attend-the-alts-summit-2023/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230131T140000
DTEND;TZID=America/New_York:20230131T143000
DTSTAMP:20260515T150912
CREATED:20230124T164819Z
LAST-MODIFIED:20230126T155130Z
UID:261920-1675173600-1675175400@qa.bluevaultpartners.com
SUMMARY:Why Attend the Alts Summit 2023
DESCRIPTION:Hear directly from advisors as to why they will be attending the Blue Vault Bowman Summit in March and bring any questions you may have about the summit. Stacy Chitty\, Managing Partner of Blue Vault\, will be joined by James Bayard\, CFP® of  Capital South Wealth Management  and Daniel Goodwin of Provident Wealth Advisors. \nAttendees will get a discount code for summit registration. Register today to reserve your spot. \nRegister Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/why-attend-the-alts-summit-2023/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230124T140000
DTEND;TZID=America/New_York:20230124T150000
DTSTAMP:20260515T150912
CREATED:20221214T210738Z
LAST-MODIFIED:20230421T142237Z
UID:251026-1674568800-1674572400@qa.bluevaultpartners.com
SUMMARY:The Future of Financial Services
DESCRIPTION:Watch this on-demand webinar to hear CEO and Chief Wealth Strategist Fred Hubler offer a “look behind the curtain” of how he grew his one-man practice to 6 full-time team members\, multi-millionaire clients in 28 states\, and revenue that has doubled in the last 4 years. Hear first-hand what clients worth $5-$50M really want in an advisor. \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/the-future-of-financial-services/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230118T140000
DTEND;TZID=America/New_York:20230118T150000
DTSTAMP:20260515T150912
CREATED:20221215T151813Z
LAST-MODIFIED:20230421T143807Z
UID:251071-1674050400-1674054000@qa.bluevaultpartners.com
SUMMARY:Q3 2022 Update and Review
DESCRIPTION:This on-demand webinar took place on Wednesday\, January 18\, as the Blue Vault research team presented their Quarterly Update for Q3 of 2022. Blue Vault’s quarterly reviews provide a wealth of industry data and performance pages on a number of alternative investment types. During this webinar Blue Vault’s research team\, James Sprow and Luke Schmidt\, shared highlights and offered insights from the Q3 findings. \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/q3-2022-update-and-review/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221214T140000
DTEND;TZID=America/New_York:20221214T150000
DTSTAMP:20260515T150912
CREATED:20221108T123339Z
LAST-MODIFIED:20230421T144143Z
UID:249428-1671026400-1671030000@qa.bluevaultpartners.com
SUMMARY:Evaluating a Sponsor: Marketing & Communications
DESCRIPTION:Determining which alternative investments sponsor to work with and trust client assets to requires analysis. While digging into some aspects of a sponsor’s inner workings may seem obvious\, others are often overlooked. In this webinar\, Cherie Fournier and Alise Lucero of Marketing Intent discuss what to look for in sponsor marketing and communications. After all\, you could be working with the firm you choose for many years.  \nWatch this on-demand webinar to learn how to evaluate a sponsor’s marketing and communications and the questions to ask sponsors to be sure they know communication is king. \nRegister to watch now. \nWatch on-demand  \n  \nAbout Cherie Fournier: Cherie Fournier is the Founder and CEO of Marketing Intent. She brings 25 years of experience in the financial services marketing realm including leading the marketing team as the VP of Marketing at Black Creek Group and Great-West Investments. Fournier is a leading expert among industry circles -a rare blend of financial services industry knowledge and best in class marketing expertise. Her mantra “nothing happens until something is sold” has been foundational to her marketing approach\, ensuring marketing is a partner to sales – not a competing force. \nAbout Alise Lucero: With 15 years of Financial Services marketing\, Alise’s role as VP of Client Success is a perfect summation of her mission to deliver top client service and create sales-focused marketing strategies to a broad portfolio of financial services clients. Coming from leadership roles in Black Creek Group and James Alpha Advisors\, Alise brings a deep industry knowledge paired with sharp marketing acumen. \nAbout Marketing Intent: Marketing Intent is a sales-focused marketing group of experts specializing in financial services and alternative investments. Their mission is creating marketing that generates sales activity. They add immediate value having the ability to serve as an extension to client marketing teams\, as one-off project overflow assistance or as an entire marketing arm as needed – and require minimal ramp-up time.  Their primary capabilities include developing marketing strategies\, infrastructure\, project management\, digital marketing\, content creation\, print and digital design\, videos and web development.  Their portfolio of clients spans commercial real estate property types\, farmland\, interval funds\, mutual funds\, variable annuities\, life insurance\, REITs\, private placements\, 1031 and 721 exchanges\, Reg A offerings\, preferred stock\, and social impact funds. \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/evaluating-a-sponsor-marketing-communications/
CATEGORIES:Marketing Intent,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T140000
DTEND;TZID=America/New_York:20221213T150000
DTSTAMP:20260515T150912
CREATED:20221115T164153Z
LAST-MODIFIED:20230421T144458Z
UID:249751-1670940000-1670943600@qa.bluevaultpartners.com
SUMMARY:Taking the Headaches out of Alts Supervision
DESCRIPTION:On Tuesday\, December 13\, Jon Ranello of Altigo joined us to review some of the common challenges faced by the broker-dealer community and how some firms have leveraged technology to overcome them. \nWatch On-Demand  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/taking-the-headaches-out-of-alts-supervision/
CATEGORIES:Altigo,Wealthforge,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221130T140000
DTEND;TZID=America/New_York:20221130T150000
DTSTAMP:20260515T150912
CREATED:20221108T125016Z
LAST-MODIFIED:20230421T144727Z
UID:249457-1669816800-1669820400@qa.bluevaultpartners.com
SUMMARY:Making Alts More Accessible – Best Practices
DESCRIPTION:On Wednesday\, November 30\, Blue Vault hosted a panel webinar discussing some of the obstacles wealth advisors face when investing in Alts. The panel was moderated by Richard Hillson of Hillson Consulting\, and featured John Crosier of Aspen Capital Management\, John B. Trevor of Parsons Capital Management\, Inc.\, Charles West of Endurance Financial\, and Ken Zupo of Whitehall-Parker Securities. The panel covered:  \n\nCustody \nDue Diligence \nBilling \nConsolidated reporting \nLiability/regulatory risk \n\nWatch Now  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/making-alts-more-accessible-best-practices/
CATEGORIES:Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221116T140000
DTEND;TZID=America/New_York:20221116T150000
DTSTAMP:20260515T150912
CREATED:20221027T142942Z
LAST-MODIFIED:20230421T193553Z
UID:245220-1668607200-1668610800@qa.bluevaultpartners.com
SUMMARY:506(c) Best Practices - Part II
DESCRIPTION:This November 16 panel webinar discussing 506(c) best practices was a continuation of the webinar that took place June 15. The panel discussed some of the most common concerns they encounter\, as well as some of the best practices relating to 506(c). Leading the discussion was Deborah S. Froling from Kutak Rock LLP\, Greg Mausz from Skyway Capital Markets\, Sean Raft of Urban Catalyst\, and Darryl Steinhause from DLA Piper. \nWatch Now  \n  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/506c-best-practices-part-ii/
CATEGORIES:Urban Catalyst,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221026T140000
DTEND;TZID=America/New_York:20221026T150000
DTSTAMP:20260515T150912
CREATED:20221006T141732Z
LAST-MODIFIED:20230503T131618Z
UID:244140-1666792800-1666796400@qa.bluevaultpartners.com
SUMMARY:A DST Market Update with Orchard’s Taylor Garrett
DESCRIPTION:On October 26\, Tim Witt from Peachtree PC Investors and Taylor Garrett from Orchard Securities joined Blue Vault for a panel webinar. They discussed Delaware Statutory Trust (DST) and how this offering category has changed in recent years. \nRegister to watch on-demand. \nWatch Now  \n  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/dst-how-they-have-changed/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221018T140000
DTEND;TZID=America/New_York:20221018T150000
DTSTAMP:20260515T150913
CREATED:20221004T132613Z
LAST-MODIFIED:20230503T131913Z
UID:244074-1666101600-1666105200@qa.bluevaultpartners.com
SUMMARY:A Broker Dealer's Perspective on the Alts Market
DESCRIPTION:On Tuesday\, October 18\, Blue Vault hosted a panel webinar featuring Rick Murphy from Berthel Fisher\, and Karlton Kleis from Insight Wealth Group\, as they talked about alternative investments from the perspective of a broker dealer. \nRegister now to watch on-demand. \nWatch Now  \n  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/broker-dealers-perspective-on-alts/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221006T140000
DTEND;TZID=America/New_York:20221006T150000
DTSTAMP:20260515T150913
CREATED:20220818T150726Z
LAST-MODIFIED:20230503T131726Z
UID:240867-1665064800-1665068400@qa.bluevaultpartners.com
SUMMARY:Q2 2022 Alts Performance Update and Review
DESCRIPTION:This webinar took place Thursday\, October 6\, with the Blue Vault research team presenting their Quarterly Update for Q2 of 2022. Blue Vault’s quarterly reviews provide a wealth of industry data and performance pages on a number of alternative investment types. During this webinar Blue Vault’s research team\, James Sprow and Luke Schmidt\, shared highlights and offer insights from the Q2 findings. \nRegister to watch on-demand. \nWatch Now  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/q2-2022-alts-performance-update-and-review/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221005T140000
DTEND;TZID=America/New_York:20221005T150000
DTSTAMP:20260515T150913
CREATED:20220913T141515Z
LAST-MODIFIED:20230503T131829Z
UID:243109-1664978400-1664982000@qa.bluevaultpartners.com
SUMMARY:How Current Economic Policies Affect Real Estate
DESCRIPTION:On October 5 Blue Vault hosted a webinar discussing how real estate is affected by the economic policies of the current administration and what we might expect going forward. Moderated by Stacy Chitty of Blue Vault; panel included Joshua Ungerecht of ExchangeRight\, and Paul Barausky of Sealy & Co.. \nRegister to watch on-demand. \nWatch Now  \n  \n  \nPlease note: This webinar is restricted to the following groups: wealth advisors\, broker dealers\, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber\, click here.
URL:https://qa.bluevaultpartners.com/event/how-current-economic-policies-affect-real-estate/
CATEGORIES:Exchangeright,Sealy Company,Webinars
END:VEVENT
END:VCALENDAR