Blue Vault

Now that more advisors, and investors, are convinced that alternative investments strengthen their investment portfolios, more wealth advisors must become better prepared and more confident to demonstrate their understanding of how, what, and why about alts. Indeed, the big challenge now becomes teaching, training and educating, not just that alternative investments are an essential ingredient, but that each investment type, class, sub-class, and strategy are unique and must be fully understood. No two alts strategies are the same, just as no two fund strategies are the same. Better training, deeper understanding, advanced expertise, and overall alts proficiency is key to a successful alts experience.

Read the Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Report:

Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.

In a recent podcast with Jay Frank, President of Cantor Fitzgerald Asset Management, he talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability.”

Blue Vault Members can watch the full episode here:

Inside the V(ALT) with Jay Frank Jay Frank, President of Cantor Fitzgerald Asset Management, talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration … Read more