Johnathan Rickman | Blue Vault
With 60/40 portfolios beholden to market movements and the current high-rate environment, financial advisors are looking for new ways to manage risk and unlock fresh streams of income for their clients. Everyone’s talking about alternative investments, but which product providers should I work with? How does one conduct due diligence in this space and manage portfolios that generate uncorrelated returns?
“Alts” are expected to become a $17 trillion asset class by 2025 — a 10% increase over 20201. Is the industry still making progress along those lines?
What better way to find out than by attending this year’s Blue Vault Bowman Alts Summit! Join us March 11-13 at the Omni PGA Resort in Frisco, TX, and become a part of an elite group of wealth advisors taking their practice to the next level. Meet peers with deep experience diversifying with alts and hear from industry veterans like Andy Kalbaugh, Founder and Managing Partner of Cassique Strategies, who has helped grow some of the largest and most successful wealth management firms and platforms in the country for over 30 years. Kalbaugh will be leading several sessions over the course of the three-day summit, including one covering a cornucopia of key topics such as M&A, succession planning, organic growth, and recruiting.
“Advisors always say to me: If I can get one good idea and bring it back to my practice, that would be impactful to my clients,” Kalbaugh says. “That’s my goal in the sessions I’m leading at the Alts Summit.”
“The Blue Vault Bowman Alts Summit will reinforce the need to stay on top of client portfolios and explore how alts fit. We will be learning about new products and investment strategies and having a modern version of this discussion.” – Andy Kalbaugh, Founder and Managing Partner, Cassique Strategies
Talking to industry experts, up close and personal, is one of the best reasons to attend the Alts Summit, especially for advisors who are new to the industry. Kalbaugh encourages attendees not to overlook meeting the hosts — the Blue Vault team!
“The caliber of Blue Vault leadership and how they support the alts industry is top notch,” he says.
Each day of the Summit will be filled 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 and gain insight from due diligence experts. You won’t find another conference focused exclusively on alternative investments anywhere else! And this year we’re excited to host the Alts Summit in a new, central location.
Get ready to make new connections, expand your alts knowledge, and … hit the putting green! In fact, you may find Andy Kalbaugh there trying his luck after receiving a putting mirror trainer for Christmas: “One of my goals this year is to try to get back into competitive form as a golfer,” he says. “One way of doing that is to become a better putter. You must always work at your craft. The Alts Summit is a great place to sharpen your skills as an advisor and simply get better for your clients. Just like practicing your putting!”
Find more information about Alts Summit 2024 and register today!
