Blue Owl Capital Inc. is launching a digital platform for financial advisors and their clients to learn, implement, and engage with the private markets.
The Nest by Blue Owl offers on-demand continuing education-accredited webinars and educational content, portfolio construction resources, guides to implement alternative investments into their practice, investment and portfolio company insights, along with live events and webcasts featuring Blue Owl experts and leaders.
“A lack of advisor-focused educational and engagement opportunities around private markets is a major roadblock to the broader adoption of alternatives within the private wealth channel,” said Sean Connor, president and CEO of Global Private Wealth at Blue Owl. “The Nest by Blue Owl is an extension and centralization of the significant resources Blue Owl has dedicated over the years to serving the private wealth channel. The platform offers a range of private markets-focused resources tailored to meet the needs of advisors and their clients. We look forward to continuing to build the platform and believe it will serve as a valuable foundation for advisors and their clients navigating private markets across asset classes.”
The Nest by Blue Owl features three pillars: Learn, Implement, and Engage.
- Learn: Designed to help advisors and clients with little or no experience with private markets understand the fundamentals of alternative asset classes, their investment attributes and potential benefits, and how they fit within the broader financial market ecosystem. Content includes educational articles, leadership videos and on-demand continuing education webcasts.
- Implement: Designed to provide resources to advisors who may understand the benefits of private markets but need help taking the next steps to put alternative investments into their clients’ portfolios. Content includes client fit assessment, guides to selecting the right alternative asset manager, details on portfolio construction and operational examples to help advisors understand the process of investing in alternative fund structures.
- Engage: Designed to provide advisors market insights and opportunities to engage with Blue Owl’s industry experts through digital and in-person experiences. Content includes Blue Owl’s Insights series, Webcasts and recaps of network events along with opportunities to participate in the future.
The Nest by Blue Owl is currently available globally to financial professionals and their clients. To learn more, visit www.wealth.blueowl.com/thenest.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
