Johnathan Rickman | Blue Vault
Whether you’re new to alternative investments or an experienced alts advisor seeking valuable new insights and strategies, Alts Summit 2024 presents a rare opportunity for investment professionals of all kinds to tap into the evolution of a fast-growing asset class.
For three days next month, Frisco, TX, will become the center of the alts industry universe, bringing together asset managers, advisors, and the knowledgeable Blue Vault team. Understanding the benefits and risks of alts will be the unifying thread that stitches the Summit together, but each panel and workshop promises to offer unique insight into how advisors and others are incorporating alts into their business and portfolio strategies.
Daniel Phillips, Director of Investments for RIA firm EverSource Wealth Advisors, says he’s especially interested to learn how other RIA wealth management firms are leveraging technology to scale access, execution, and monitoring of private market investments.
“We’re five years into this journey and appreciate this opportunity to learn from other scaled RIA platforms in this space,” he said.
“The operational side of alternative investments can be challenging. The front-end due diligence resources and tech-enabled subscription process is largely solved, but I’m curious to learn how other RIA firms are building infrastructure and support models on the back end to feed unstructured data into portfolio management systems.”
– Daniel Phillips, Director of Investments, EverSource Wealth Advisors
Phillips and others with similar questions will benefit from access to various wealthtech exhibitors, along with representatives from marketing firms and other Blue Vault partners that make standing up a successful alts practice much smoother. His curiosity about how to unlock opportunities in private markets is specifically the focus of one breakout session.
Several panels also plan to shine a spotlight on issues of interest to RIA firms, covering everything from portfolio management to buying or selling an advisory practice.
But you’ll only get out as much as you put in to the conference — so it’s important to actively engage with the asset managers, alts tech companies, and other seasoned wealth advisors who are set to attend what will be an unparalleled forum on all things alts!
Alts Summit 2024 will have 80+ presentations delivered and exhibitors present, so don’t miss out! Find more information about Alts Summit 2024 and register today!
