January 23, 2023
Marketing Intent: Participating And Planning
Marketing Intent: Participating And Planning January 20, 2023 | Marketing Intent HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE? …

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Marketing Intent: Participating And Planning

January 20, 2023 | Marketing Intent

HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE?
PRETTY DARN GREAT.

Planning the Summit Conference

That’s how Cherie felt when Stacy Chitty from Blue Vault, asked her to participate in the task force to plan the upcoming Blue Vault Bowman Alts Summit 2023. This conference is focused on alternative investments.

We’ve been hearing for a long time that the 60/40 portfolio is no longer working. Alternative investments are the way to help the financial industry break out of that mold…although it’s been a bit slow moving to do it.

A Wide Range of Alternative Investments

What we’re doing on the Alts Summit task force is looking at the different types of content that advisors need to know to understand alternative investments. This includes making sure that a wide range of product sponsors are present at the conference. It also includes making sure that whether an advisor is new to alts or has been offering them for some time, there are educational opportunities for everyone.

In addition to product sponsors, we’ll be hearing from industry experts on topics like technology, compliance, and marketing in relation to alternatives, as well as advisor practice management. 

Register Today
If you haven’t registered yet, plan on joining us in Atlanta, March 6th through March 8th for the Blue Vault Bowman 2023 Alts Summit.

WE LOOK FORWARD TO SEEING YOU THERE AND HELPING YOU LEARN MORE ABOUT HOW YOU CAN INCORPORATE ALTERNATIVE INVESTMENTS IN YOUR PRACTICE. REGISTER NOW.

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