FAQs

The Summit is designed for wealth advisors seeking to learn how to incorporate alts into their practice and understand how doing so leads to advisory practice enhancement and growth.

Broker Dealers are also encouraged to attend and participate.

Asset managers and industry service providers should also attend. Want to know if you’re a fit, click here.

Event attendance or participation by the general public is prohibited.

There’s so much to learn about alternative investments, and we’re here to help. During Summit ‘23, our alts partners will demonstrate the vast spectrum of offerings available today to boost your clients’ diversification strategy. And by adding alts to the mix, you’ll diversify your own practice, separating your expertise from others.

From large asset manager investment offerings to boutique private offerings, we’ll dig into the meaty insights and the latest strategies to help you walk away with the knowledge you need to expand your alternative investment offerings and feel prepared to discuss alts with your clients.

We’ll also give you the best practice management tips to hit the bullseye when it comes to targeting and retaining the right clients. There will be sessions on tech advancements so you can learn how using alternatives has now become easier than ever.

Your $299 registration fee covers your attendance at the event and includes your meals.

By attending, you’ll receive a one-year subscription to all Blue Vault research data, insights, and subscriber-only content (a $199 value).

Please contact Sonya.Andrews@BlueVaultPartners.com to inquire about room availability.