Events
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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 (Blue Vault) held a discussion about how real estate has traditionally reacted in a recession and what experts think might happen if we go into another recession.
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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. Moderated by Stacy Chitty of Blue Vault; panel includes Craig Merkt, JD LLM of Calton & Associates, Amanda Teeple of Coastal One, and James Sprow of Blue Vault. Watch On Demand Please note: …
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2022 Cerulli/Blue Vault Alts Survey Results: How Advisors Are Adapting
This webinar occurred on August 17 and included a review of the results from the 2022 Cerulli & Blue Vault Alts Survey. Moderated by Stacy Chitty of Blue Vault; the panel included Cherie Fournier of Marketing Intent, Brandon Hunt of StratCap, and Daniil Shapiro of Cerulli. They breakdown what the results mean for advisors, how …
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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 diversifying a portfolio. Stacy Chitty of Blue Vault moderated, panel included Jay Frank of Cantor Fitzgerald Asset Management, Matt Fries of Cetera Financial Group, Bill Robbins from WealthForge, and Michael Kerrigan from Gladstone Securities, LLC. …
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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 include them in their portfolios. Moderated by Richard Hillson of Hillson Consulting; panel included Brian Conneely of Peak Capital Solutions, LLC and Abby Salameh of CAIS. Register to watch on-demand. Watch now Please …
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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; panel included Mark Lavery of CIM Group, Lucy Lu Munro of Apollo Global Wealth Management, and Jim Sprow of Blue Vault. Register to watch on-demand. Watch Now Please note: This webinar is restricted …
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How Current Economic Policies Affect Real Estate
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.. Register to watch on-demand. Watch Now …
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Q2 2022 Alts Performance Update and Review
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 …
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A Broker Dealer’s Perspective on the Alts Market
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. Register now to watch on-demand. Watch Now Please note: This webinar is restricted to the following groups: …
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A DST Market Update with Orchard’s Taylor Garrett
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. Register to watch on-demand. Watch Now Please note: This webinar is restricted to the following …
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506(c) Best Practices – Part II
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 …
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Making Alts More Accessible – Best Practices
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 …
