Events
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Taking the Headaches out of Alts Supervision
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. Watch On-Demand Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will …
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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 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, …
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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 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, …
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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 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 …
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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 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. Attendees …
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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, AEP®, Personal Chief Financial Officer with Best Times Financial, and Stacy Chitty, Managing Partner at Blue Vault. Bring any questions you may have about the event. Attendees will get a discount code for summit registration. …
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Integrating Alternative Investments into your Practice
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: How advisors are using a new wave of alternative investments offerings with …
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Nontraded REIT Fee Study: Highlights and Insights
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. Register to watch on-demand. Watch Now Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, …
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Alternative Investment Industry Quarterly Insights: Q4 2022
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. Register to watch …
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Alternative Investing with Interval/Tender Offer Funds
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 …
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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, including searching, sorting and filtering the industry data, individual product performance pages, and more. Register to watch on-demand. Watch Now Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, …
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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 “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 …
