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

November 11, 2020 @ 2:00 pm - 3:00 pm

Harvesting Gains through Self Storage Investing and the Art of Recapturing the Front End Load Faster

On Wednesday, November 11th, Blue Vault hosted Bill Leitner, founder of Leitbox Storage Partners, and Curtis Shoch, Managing Director, for…

Bill Leitner: | Presenter
Curtis Shoch: | Presenter

November 10, 2020 @ 2:00 pm - 3:00 pm

CIM Market Insight: Real Estate, Infrastructure and Credit Sectors

On November 10th, Blue Vault hosted R.P. Bonham, VP Due Diligence, Portfolio Oversight; John Bruno, Principal - Investments; Jennifer Gandin,…

R.P. Bonham: | Panelist
John Bruno: | Panelist
Jennifer Gandin: | Panelist
Jason Schreiber: | Panelist

November 5, 2020 @ 2:00 pm - 3:00 pm

Bluerock Demystifies the Elite World of Institutional Private Real Estate & Shares Eight Distinct Portfolio Inclusion Strategies

Until recently, the 42-year index of institutional private real estate was only accessible by the largest institutions, endowments and pensions.…

Jeffrey Schwaber: | Presenter

October 29, 2020 @ 2:00 pm - 3:00 pm

Why Wealth Advisors Are Looking More Closely at Alternative Strategies During the Pandemic

On October 29th, Blue Vault hosted a panel discussion with Black Creek, SmartStop, and Triton Pacific. Click below to watch…

Brian Buehler: | Panelist
H. Michael Schwartz: | Panelist
Steve Stroker: | Panelist

October 28, 2020 @ 2:00 pm - 3:00 pm

Prospect Capital Corporation’s Convertible Preferred Stock: Offering Downside Protection, Liquidity, Income, and Alignment of Interest

On October 28th, Blue Vault hosted Grier Eliasek of Prospect Capital for an overview of its nontraded preferred stock offering.…

M. Grier Eliasek: | Presenter

October 21, 2020 @ 4:15 pm - 4:45 pm

Sealy RIA Summit

Stacy Chitty, Manager Partner at Blue Vault, joined moderator Brian Rivera, Executive Vice President, Business Development at Sealy Investment Securities…