Johnathan Rickman | Blue Vault
As advisors seek new income strategies for their clients, and explore new ways to grow their firm, alternative investments are increasingly viewed as a potential solution for both. This scenario comes amid projections that the nation’s workforce of personal financial advisors will grow 13% from 2022 to 2032 — far faster than the average for all occupations.1
The role that technology plays in promoting, managing, and subscribing to alts has also risen in importance and continues to advance at a feverish pace. Because these digital connections increasingly touch different roles within the wealth management industry, there is concern about a growing gap in alts knowledge, which Blue Vault was founded to address.
As alts continue to flourish, advisors, asset managers, and alts analysts will no longer be the only ones who need to know the ins-and-outs of the sector. Advisors just starting out, due diligence professionals, portfolio managers, chief investment officers … just about every investment industry professional can benefit from expanding their knowledge about alts.
Whether you’re new to alts or a seasoned expert, learning the basics and keeping up with the latest fund strategies and structures isn’t a casual affair. There’s much to know and many different paths to explore. That’s where the Blue Vault Bowman Alts Summit comes in! The three-day conference March 11-13 at the Omni PGA Resort in Frisco, TX, has a stacked agenda that offers learning opportunities for every role and professional level.
Home Office Personnel
The more advisors offer alternative investment solutions to their clients, the more important it is for broker-dealer home office personnel to know how those solutions work.
The Alts Summit workshop, “The Ins and Outs of Constructing an Alts Portfolio,” led by Larry Barocas, Senior Partner, Managing Director, Snowden Lane Partners, offers an opportunity for home office personnel to learn what their advisor colleagues have come to know — and to learn more about alts in real time together!
Another workshop, “Strategic Excellence: Crafting a High-Performing Family Office Team that Appeals to Affluent Clients,” led by Heath Walters, CPA, Managing Partner, Accurate CPAs and Associates, PLLC, similarly offers useful insight for every member of your alts practice team. Drawing from 20+ years of experience, Walters will offer tips on how to promote seamless collaboration and exceed client expectations.
Chief Investment Officers
Are you responsible for setting your firm’s investment strategy? You might not want to miss “The Future of Financial Services,” a workshop led by Fred Hubler, CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group.
If you’ve heard the buzz about interval funds but aren’t sure whether it fits your strategy, you’re encouraged to attend “Interval Funds Market Overview and Trends Driving Growth in 2024.” This workshop will cover, among other things, how using interval funds can help distinguish your firm’s strategy from others. You don’t want to miss this presentation from two of the industry’s experts on interval funds: Kimberly Flynn, Managing Director, Alternative Investments at XA Investments, and Daniil Shapiro, Director, Cerulli Associates.
Advisors New to the Industry
Are you starting out as an advisor and/or just beginning to grow your alts knowledge? The Summit has got you covered! Our keynote sessions on hot topics and leveraging alts for growth will bring you up to speed and ease you into a short-but-stimulating week of networking and knowledge transfer.
Surround yourself with industry experts and explore the many investment managers and service providers exhibiting! Attending Alts Summit 2024 will give you all the tools and connections you need to truly maximize the benefits alts can have in your practice.
Find more information about Alts Summit 2024 and register today!
1 https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm
