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Webinars

Upcoming Webinars

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Past Webinars

Dive into the Blue Vault Alts Database June 21, 2023 @ 2:00 pm - 2:30 pm

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,…
Luke Schmidt
| Presenter
Alternative Investing with Interval/Tender Offer Funds June 14, 2023 @ 2:00 pm - 3:00 pm

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,…
Stacy Chitty
| Moderator
Fred Baerenz AIF®
| Presenter
Kimberly Flynn, CFA
| Presenter
Ann Maurer
| Presenter
Alternative Investment Industry Quarterly Insights: Q4 2022 May 24, 2023 @ 2:00 pm - 3:00 pm

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…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Nontraded REIT Fee Study: Highlights and Insights May 18, 2023 @ 2:00 pm - 3:00 pm

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…
Stacy Chitty
| Moderator
James Sprow
| Presenter
Integrating Alternative Investments into your Practice May 10, 2023 @ 2:00 pm - 3:00 pm

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…
Stacy Chitty
| Moderator
Daniil Shapiro
| Presenter
Luke Schmidt
| Presenter
5 Reasons to Attend the Alts Summit 2023 February 13, 2023 @ 2:00 pm - 2:30 pm

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,…
Stacy Chitty
| Presenter
Kevin Best
| Presenter
Why Attend the Alts Summit 2023 January 31, 2023 @ 2:00 pm - 2:30 pm

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…
Stacy Chitty
| Presenter
James Bayard CFP®, ChFC®, RICP®, AIF®
| Presenter
Daniel Goodwin
| Presenter
The Future of Financial Services January 24, 2023 @ 2:00 pm - 3:00 pm

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…
Frederick E. Hubler, Jr.
| Presenter
Q3 2022 Update and Review January 18, 2023 @ 2:00 pm - 3:00 pm

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…
James Sprow
| Presenter
Luke Schmidt
| Presenter
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