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Don’t go it alone, bring a colleague! Your registration includes attendance by a second advisor from the same practice at no additional cost, and a discounted rate for the third or more advisors from the same practice.
A portfolio of stocks and bonds was once the gold standard. But it’s no longer serving investors well – and hasn’t for some time. Join the forward-thinkers who are using alternative investments to protect and improve client portfolios.
Alternative investments include investment vehicles like REITs, BDCs, Interval Funds, Nontraded Closed-End Funds, Private Placements, 1031 Exchange Programs, Qualified Opportunity Zone Funds, Nontraded Preferred Stock, hedge funds, hard assets and derivatives.
Alts typically have low correlation to mainstream asset classes like stocks and bonds – making them attractive for portfolio diversification. They also have the potential to provide current income and a hedge against inflation.
Don’t let a lack of knowledge keep you from utilizing alts with your clients. Join industry experts to learn about the value and growth of the alternative investments industry.
Our Ambassador Partners are firms dedicated to the alternative investments industry and educating advisors about how to incorporate alts, playing an influential role in expanding access to and simplifying the investment process of alts.
We specialize in industry insights, data, trends and tools. We are the high-octane fuel behind connecting advisors with alternative asset managers and driving investment solutions. We help advisors stay informed and provide the power to help select the best alts strategies for your clients and your practice.
We approach each due diligence review with an in-depth view and issue due diligence reports to our clients with the results of the review. Covering non-traded REITs and BDCs, closed-end funds, 1031s, private offerings, private equity, and hedge fund reviews, our goal is to make our clients’ due diligence process more efficient. We are a virtual law firm with independent professionals located across the U.S.
We collect, consolidate and interpret alternative asset manager and investment offering data from across the industry so you don’t have to. Our reports unlock factual performance metrics needed to make better informed decisions concerning nontraded REITs, BDCs, Tender Offer Funds, Interval Funds and Private Offerings to help diversify client portfolios and expand your practice.
Your Summit registration includes a one-year subscription to access all Blue Vault data and reports (a $199 value).
