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

January 14, 2026 @ 2:00 pm - 3:00 pm

AUM Growth in a Metals Boom: How RIAs Are Using Gold and Silver Today

You’ve probably seen the headlines: prices for precious metals are soaring. With demand for gold and silver in ascendance, how…

January 15, 2026 @ 2:00 pm - 3:00 pm

Using Data to Navigate the Alternatives Landscape in 2026: A Guide for Advisors and Sponsors

In a rapidly evolving alternatives market, having accurate data is critical for making informed decisions. This webinar will show advisors…

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.

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.

Past Webinars

June 23, 2021 @ 2:00 pm - 3:00 pm

Key Considerations to Launch and Successfully Raise Capital in an Interval or Tender Fund Structure

On Wednesday, June 23 Blue Vault hosted a panel webinar moderated by Matt Ebersbach, Vice President & Director – Strategic…

Matt Ebersbach: | Moderator
John Feeley: | Panelist
Andy Davalla: | Panelist
Randy Anderson, Ph.D., CRE: | Panelist

June 16, 2021 @ 2:00 pm - 3:00 pm

Three Defining Moments for the Single-Family Rental Sector

On Wednesday, June 16, Blue Vault hosted a webinar featuring Brian Mitts, CFO, NexPoint and moderated by Angela Barbera, Managing Director of National…

Brian Mitts: | Presenter
Angela Barbera: | Presenter

June 9, 2021 @ 2:00 pm - 3:00 pm

Fraud Risks for Alternative Fund Sponsors and How to Reduce your Exposure

On Wednesday, June 9, UMB’s custody and banking experts joined Blue Vault to discuss how fraud is perpetrated and what…

Amy Small: | Panelist
Anthony Rogers: | Panelist
Chelsea Cook: | Panelist

June 2, 2021 @ 2:00 pm - 3:00 pm

Demystifying The 721 Exchange: What You Need to Know About This Tax-Deferral Method

On June 2nd Blue Vault hosted Warren Thomas, Managing Partner of ExchangeRight. What are the key features of utilizing a…

Warren Thomas: | Presenter

May 26, 2021 @ 2:00 pm - 3:00 pm

Self Storage is Core and More!

On Wednesday, May 26th, Blue Vault hosted a webinar featuring H. Michael Schwartz of SmartStop Asset Management. If you missed the…

H. Michael Schwartz: | Presenter

May 19, 2021 @ 2:00 pm - 3:00 pm

MHCs May Offer Stable Cash Flow as an Inflation Spike Looms

On Wednesday, May 19th Blue Vault hosted a webinar featuring Rod Curtis, President of Inland Venture Partners, Ravi Bansal, Chief Investment Officer of Inland…

Ravi K. Bansal: | Presenter
Roderick S. Curtis: | Presenter
Greg Shields: | Presenter