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Webinars

Upcoming Webinars

The Next Wave of Interval Funds: What Advisors Should Know January 7 @ 2:00 pm - 3:00 pm

The Next Wave of Interval Funds: What Advisors Should Know

Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment…
Daniil Shapiro
| Moderator
Michael Perini
| Speaker
Stacy Chitty
| Speaker

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

Be a Hero! Save Your Client’s Taxes with DSTs November 19, 2025 @ 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
Sean Casterline, CFA
| Panelist
Geoffrey D. Flahardy
| Panelist
Josh Hoffman
| Panelist
Timely Tax Strategies for the Assessor-Averse Wealth Advisor November 5, 2025 @ 2:00 pm - 3:00 pm

Timely Tax Strategies for the Assessor-Averse Wealth Advisor

When it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for…
Andrew Deck
| Moderator
Madison Turbeville
| Moderator
Brian Sanborn
| Speaker
Nick Rosenthal
| Speaker
Tim Witt
| Speaker
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