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Welcome to Summit 2023. Each day will be filled with a variety of alts educational expertise, including time to learn from asset managers, fintech innovators, other wealth advisors, and the brightest marketing minds the industry has to offer.

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Welcome to Summit 2023. Each day will be filled with a variety of alts educational expertise, including time to learn from asset managers, fintech innovators, other wealth advisors, and the brightest marketing minds the industry has to offer.

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    Blue Vault Bowman Alts Summit 2023 logo

    Blue Vault Bowman Alts Summit 2023

    March 6 - 8, 2023
    Grand Hyatt Atlanta in Buckhead

    The 60/40 Portfolio No Longer Cuts It

    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.

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    Location

    Grand Hyatt Atlanta in Buckhead 3300 Peachtree Rd NE, Atlanta, GA 30305, USA
Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer