Top Reasons RIAs Don’t Want to Miss the Blue Vault Bowman Alts Summit 2020
January 15, 2020 | Staff Writer | Blue Vault
In the continually changing landscape of the alts investment space, knowledge is power. That’s why many top Registered Investment Advisor (RIA) firms will be attending the Blue Vault Bowman Alts Summit in Atlanta, March 10-12 next year. Each day of the Summit will be power packed with the latest research trends and performance data on alts investing.
RIAs and independent broker dealers alike will hear from the industry’s top asset managers, gain insight from due diligence experts, and new this year, learn about the latest alts-focused technology from fintech firms attending the Summit’s AltsTech Forum. At the forum, fintech providers will showcase their products and answer questions about how to integrate their products and services into an advisory practice.
“Many independent broker dealers and RIAs are not using certain alts investments yet as these are new product types to them,” says Catherine Bowman, founder and partner of The Bowman Law Firm. “A big benefit is to come and hear about what is new, questions you should be asking about those products, and then finding out how others are onboarding the new products.”
The Bowman Law Firm conducts legal and financial due diligence on a wide array of investment products for the independent broker dealer and RIA community. The Bowman team will facilitate a robust question-and-answer session after each asset manager presentation, having previewed each presentation prior to the Summit.
“Blue Vault is passionate about educating the industry about the many benefits of using alternative investments as they provide attractive portfolio diversification,” says Stacy Chitty, managing partner at Blue Vault. “We also are passionate about performance, and we will be taking a deeper dive in discussing performance metrics during the Summit.”
All the right people and the right firms will be under one roof to help facilitate a rich learning and networking environment for the attendees. As a result, attendees will be able to increase their effectiveness in strategizing how to select the best alts investments for their clients and incorporate them into their product platform.
