ATLANTA, July 25,
2024 /PRNewswire/ -- Blue Vault announced today the
formation of an advisor task force to help shape the agenda for its
2025 Alts Summit and establish the deliverables wealth advisors are
seeking when attending a conference. With alternative investments
proving their value as an essential ingredient in clients'
portfolios, now is the time to bolster educational content to fill
the gaps in identifying how and why to adopt alts. The summit,
scheduled for March 10-12, 2025, at
the Omni PGA Frisco Resort, will focus on providing
comprehensive alternative investments training and education
for wealth advisors and broker dealers.
Comprised of industry-leading wealth advisors, the task
force brings invaluable expertise to the
planning process and will build the
agenda around the needs of wealth
advisors looking to transform
their advisory practices by incorporating alternative
investments. Their insight on how the advisor community
thinks about alts, including
some hesitations, will guide the summit
planning process to ensure Blue Vault meets
the evolving needs of the wealth management
community.
"We are excited to launch this task force for Summit
2025. The prominent group we've assembled has already provided
the leadership and energy we need to make this a
first-class event," says Stacy
Chitty, Managing Partner of Blue Vault.
"Their expertise will propel the summit to the
next level in 2025. Progress has already been made
and we'll be announcing further developments in the
coming days and weeks."
The 2025 Summit Advisor Task Force includes:
Larry Barocas,
Senior Partner, Managing Director of Snowden Lane Partners
Erin Botsford,
Founder of The Advisor Authority
Tom Coakley,
Sponsorships at Blue Vault
Brian Evans,
Founder, CPA, Madrona Financial Services
Blake Hammerton,
Executive Director of The Advisor Authority
Keri Pugh,
Founder and Financial Advisor at Fusion Financial Group
About Alts Summit
The Blue Vault Alts Summit is an annual conference that unites
indispensable voices in the growing alternative investments
industry, including investment managers, wealth advisors, broker
dealers,
and other industry thought-leaders. The upcoming summit
is scheduled for March 10-12, 2025, at the Omni PGA
Frisco Resort in Dallas,
TX.
About Blue Vault
Founded in 2009, Blue Vault was built on the belief that
transparency, education and access are the essential
ingredients for wealth advisors
to integrate alts into their advisory practices and
utilize offerings best suited for their clients.
We are committed to providing access to valuable performance
information that was once stored only deep inside financial
statements and filings, and often difficult to
obtain.
Through Blue Vault, wealth advisors gain access to
in-depth performance-based research on
nontraded REITs, nontraded BDCs, interval funds, tender
offer funds, preferred shares and a growing number of
private securities offerings by means of reports and a
searchable alts offerings portal.
We're dedicated to providing news, insights and ongoing
learning opportunities and training to help wealth
advisors pursue a deeper level of understanding
of alts, stay informed about the latest trends, and
connect with other wealth advisors who already
understand alternative investments, their strategies,
structures, risks, and benefits. Learn more by
visiting bluevaultpartners.com.
Media Contact:
Laura Cotton
877-256-2304
380846@email4pr.com
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SOURCE Blue Vault