The Nest by Blue Owl offers financial advisors resources for learning and implementing alternative investments
Blue Owl Capital Inc. has introduced The Nest by Blue Owl, a digital platform aimed at helping financial advisors and their clients explore and engage with private markets.
This platform serves as a central resource for advisors, offering continuing education-accredited webinars, educational content, portfolio construction resources, and investment insights. The Nest is designed to make it easier for advisors to incorporate alternative investments into their practices.
Sean Connor, president, and CEO of Global Private Wealth at Blue Owl, explained that the lack of educational resources for advisors is a significant barrier to the wider adoption of alternatives in private wealth.
He stated, “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.”
He added that the platform is tailored to address the specific needs of advisors and clients navigating private markets across various asset classes.
The Nest by Blue Owl operates under three main pillars: Learn, Implement, and Engage.
- Learn focuses on helping advisors and clients understand the fundamentals of private markets, alternative asset classes, and their potential benefits. It includes educational articles, leadership videos, and continuing education webcasts.
- Implement provides resources for advisors ready to introduce private market investments to their clients. This section offers tools such as client fit assessments, portfolio construction guides, and operational examples to help advisors navigate alternative fund structures.
- Engage offers advisors market insights and opportunities to interact with Blue Owl experts. This section features the Insights series, webcasts, recaps of events, and opportunities to participate in future events.
