Blue Vault Bowman Alts Summit 2023

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.