Premier Alternative Investments Educational Conference Coming March 8-12

February 16, 2021 | Blue Vault

After pivoting to digital in 2020, the Blue Vault Bowman virtual Alts Week is back this year with even more opportunities for advisor education. The Summit event will include dozens of alts-focused sessions, including presentations from leading investment managers and service vendors, six panel discussions with industry executives, and several keynote sessions.  The virtual event is designed specifically for wealth advisors.

“Moving to a virtual environment at the last minute in 2020 was hard but absolutely the right choice,” says Stacy Chitty, Managing Partner of Blue Vault. “The biggest advantage of the shift to virtual was that it allowed us to open the educational sessions to wealth advisors and increase the overall number of attendees. Last year, we had over 530 attendees, with just about 6 weeks to plan a virtual event, and we’re expecting more advisors and more broker dealers participating this year.  And the presentations and other sessions are being led by the industry’s elite firms.”

There are already twenty-seven firms committed to participate in Alts Week 2021:

• Alternative Investment Exchange (AIX)

• Ashford Securities

• Blackstone

• Bluerock

• BNY Mellon | Pershing

• Bourne Financial Group

• CAIS

• Centersky

• CIM

• Cottonwood

• The Entrust Group

• ExchangeRight

• Great Lakes Fund Solutions

• iCapital Network

• Inland Real Estate

• Legendary Capital

• Leitbox Portfolio Partners

• NexPoint

• Orion

• Pacific Oak

• Prospect Capital

• Sealy & Company

• SmartStop Asset Management

• SS&C Technologies

• Strategic Capital Fund Management

• UMB Institutional Banking

• WealthForge

These firms will be sharing more about the alts services they provide and how they are navigating the complexities created by the pandemic, as well as their different goals and strategies moving forward.

Alts Week 2021 will be held Monday, March 8 through Friday, March 12, with sessions running from 11:00 a.m. EST to 4:00 p.m. EST each day. Agenda details, including individual sessions, are being published today.  Registration will open next Monday, February 22.  Attendees may participate in every session or customize their experience by attending only the sessions they wish to attend. 

Chitty summarized the event by adding, “The bottom line is that everything you need to know about alternative investments will be discussed in a variety of ways during Alts Week 2021.  If you desire to know more about alts, know how best to use alts, or know which specific alts or asset types to incorporate into your practice, Alts Week 2021 is for you.”