Webinars

Webinars

Upcoming Webinars

May 16 @ 2:00 pm - 3:00 pm

Where Are We in the Economic Cycle?

ExchangeRight Managing Partner Joshua Ungerecht will present an overview of the macroeconomic cycle along with data about how various asset…

Joshua Ungerecht: | Presenter

May 22 @ 2:00 pm - 3:00 pm

Farmland: Why this Uncorrelated Asset Class Belongs in your Portfolio

Join Gold Leaf executives, Brandon Rebiero, Co-Founder & Head of Farming and Josh Guggenheim, VP of Acquisitions, and wealth advisor…

Brandon Rebiero: | Panelist
Josh Guggenheim: | Panelist
Scott Pilchard: | Panelist

Past Webinars

May 1 @ 2:00 pm - 3:00 pm

Insights from the 2024 Nontraded REIT Full-Cycle Study

Join us on Wednesday, May 1, at 2:00 pm EDT for a look inside the 8th Edition Nontraded REIT Full-Cycle…

Stacy Chitty: | Moderator
Luke Schmidt: | Presenter

April 17 @ 2:00 pm - 3:00 pm

Credit Strategies: Eagle Point Providing Consistent Income Across Various Market Environments

Eagle Point Institutional Income Fund is a continuous offering that provides diversified exposure to the senior secured loan market and…

Stacy Chitty: | Moderator
Joseph H. Roth: | Speaker

February 28 @ 2:00 pm - 3:00 pm

The Great Transition: From Return on Investment to “Return on Life”

Join NexPoint’s Brian Sanborn, Real Estate Client Portfolio Manager for an in-depth conversation with Petra Capital Properties’ Brad Watt, Founder…

Brian Sanborn: | Presenter

February 1 @ 2:00 pm - 3:00 pm

How Investors Can Achieve Capital Preservation and Stable Income with Net-Leased Portfolios

During the presentation, Warren Thomas, Managing Partner and Co-Founder of ExchangeRight, explains how to preserve and grow your clients’ wealth…

Warren Thomas: | Presenter

January 30 @ 2:00 pm - 3:00 pm

Custodial Considerations for Alternative Assets – January 30th

Are you considering or currently offering alternative investments to your clients? If so, you likely have or will experience some…

Jason DeBono: | Presenter

January 18 @ 2:00 pm - 3:00 pm

Practice Management Benefits of Alternative Investments: Interval Funds Offer a Range of Alternative Strategies

Interval Funds Offer a Range of Alternative Strategies that will Help Advisors Differentiate their Business Daniil Shapiro, CFA, Director, Product…

Kimberly Flynn, CFA: | Presenter
Daniil Shapiro: | Presenter

January 17 @ 2:00 pm - 3:00 pm

Maximize Your Blue Vault Alts Summit Sponsorship with Marketing Intent

You’ve committed to participating in the Blue Vault Alts Summit – but how do you maximize your conference investment and…

Cherie Fournier: | Presenter
Alise Lucero: | Presenter

December 12, 2023 @ 2:00 pm - 2:30 pm

Blue Vault Website and Database Upgrades Walkthrough

This offers a short demonstration of the numerous upgrades to the Blue Vault website and alternative investments database. Luke Schmidt…

Luke Schmidt: | Presenter

November 15, 2023 @ 2:00 pm - 3:00 pm

Alternative Investment Due Diligence Considerations for Advisors

Effective due diligence is an exceptionally important part of any investment consideration process. Catherine Bowman, Esq. with The Bowman Law…

Catherine Bowman, Esq.: | Panelist
Jacob Heidkamp, JD, MBA: | Panelist
Steve Ogrin, M.B.A.: | Panelist

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