Johnathan Rickman | Blue Vault

Looking to brush up on your alts knowledge but are short on dollars and downtime? Blue Vault has you covered! Join us on Wednesday, November 13 for Alts Day: a one-day virtual educational event focused on the alternative investments market.

Don’t let a lack of knowledge keep you from allocating to alternatives. Alts Day will bring you up to speed by granting you rare access to industry experts and educational resources.

For instance, Erin Botsford, a Barron’s Top 100 advisor and author, will provide training on how to close million-dollar prospects at the very first meeting. The agenda will also cover important tax strategies, alts technologies, and alts asset performance and market trends.

Alternative investments are a growing investment option and there are many reasons why:

•   Diversification: Alts typically have low correlation to mainstream asset classes like stocks and bonds, making them an attractive option for optimizing 60/40 portfolios.

•   Access: Because of how they are structured, alternative investments help unlock private investment opportunities that were once largely available only to institutional investors.

•   Income: Because alts are considered riskier investments, they have the potential to generate returns that are more attractive than those of more traditional investments.

Growing interest in alts has helped spur an alts industry boom. As noted in Blue Vault’s 2024 Mid-Year Outlook, both non-traded business development companies and interval funds have grown steadily in recent years, trending upwards in fundraising and net assets.

Plan to Attend

Here at Blue Vault, we believe that every day is alts day. But on October 9, we plan to make it official by sharing our passion for alternative investments and the alts industry with you! The virtual event will feature a jam-packed lineup of alts industry leaders ready to share valuable insights with you and help boost your understanding of how alternatives work.

Alts Day is free and specifically designed around the needs of wealth advisors like you! The event is also open to institutional advisors and broker-dealers. Don’t delay, register today!