wealth.blueowl.com Open in urlscan Pro
2606:2c40::c73c:67fe  Public Scan

Submitted URL: https://fun.riadatabase.com/MDAxLVFZVy01NTgAAAGWEOetxHRlC1PNkMeuLSuI7ycfJuLHheGE_MDBp2aQl2xvCXGPgCdfvZ1BtwF2l81exNTovJw=
Effective URL: https://wealth.blueowl.com/learnengage/the-nest?utm_campaign=2024-2025%20Private%20Wealth%20Direct&utm_source=RIAChannel&ut...
Submission: On October 09 via api from US — Scanned from DE

Form analysis 6 forms found in the DOM

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PORTFOLIO CONSTRUCTION

Recognize the impact alternatives can have on portfolios, learn how to tailor an
allocation to pursue client investment goals, and understand the structures by
which private markets are accessed.

PORTFOLIO CONSTRUCTION: PUTTING PRIVATE MARKETS TO WORK


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PRACTICAL CONSIDERATIONS

Assess key criteria and ask the right questions as you evaluate a potential
allocation to alternative investments.

Practical considerations

PICKING THE RIGHT PARTNER: EVALUATING ASSET MANAGERS


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Practical considerations

ASSESSING CLIENT FIT


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OPERATIONS

Master the steps of the allocation process from submitting a subscription
agreement to understanding post-trade communications and reporting.

Operations

NAVIGATING THE SUBSCRIPTION PROCESS


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Operations - FA only

AFTER THE TRADE: COMMUNICATION AND REPORTING


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ENGAGE


INSIGHTS & EXPERIENCES

Dive deeper into private markets and our strategic perspectives through Owl
Insights and Nest Network webcasts & events.

Request a consult

REQUEST A CONSULT WITH A MEMBER OF OUR TEAM

Country*United StatesAfghanistanAland
IslandsAlbaniaAlgeriaAndorraAngolaAnguillaAntarcticaAntigua and
BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia,
Plurinational State ofBonaire, Sint Eustatius, and SabaBosnia and
HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei
DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanada*Cape VerdeCayman
IslandsCentral African RepublicChadChileChina*Christmas IslandCocos (Keeling)
IslandsColombiaComorosCongoCongo, the Democratic Republic of theCook
IslandsCosta RicaCote
d’IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican
RepublicEcuadorEgyptEl SalvadorEquatorial
GuineaEritreaEstoniaEswatiniEthiopiaFalkland Islands (Malvinas)Faroe
IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern
TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard
Island and McDonald IslandsHoly See (Vatican City
State)HondurasHungaryIcelandIndiaIndonesiaIran, Islamic Republic
ofIraqIrelandIsle of
ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic
People’s Republic ofKorea, Republic ofKosovoKuwaitKyrgyzstanLao People’s
Democratic
RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMartiniqueMauritaniaMauritiusMayotteMexicoMoldova,
Republic
ofMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew
CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth
MacedoniaNorwayOmanPakistanPalestinePanamaPapua New
GuineaParaguayPeruPhilippinesPitcairnPolandPortugalQatarReunionRomaniaRussian
FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da
CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and
MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and
PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten
(Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and
the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan
MayenSwedenSwitzerlandSyrian Arab RepublicTaiwanTajikistanTanzania, United
Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and
TobagoTunisiaTurkmenistanTurks and Caicos
IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited
KingdomUruguayUzbekistanVanuatuVenezuela, Bolivarian Republic ofVietnamVirgin
Islands, BritishWallis and FutunaWestern SaharaYemenZambiaZimbabwe
I'm interested in discussing*
 * Opportunities in private markets
 * Portfolio implementation
 * Engaging with Blue Owl experts & events
 * Blue Owl strategies & solutions


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OWL INSIGHTS & EXPERIENCES


Experiences

ADVISOR EVENTS & EXPERIENCES


Explore events
Owl Insight

FROM NICHE TO NECESSARY: THE CASE FOR INVESTING IN PRIVATE MARKETS


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Owl Insight

2024 MARKET OUTLOOK PULSE CHECK


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Owl Insight

2024 MARKET OUTLOOK PULSE CHECK WEBCAST


Watch the replay
Owl Insight

SECTOR SPOTLIGHT: HEALTHCARE & LIFE SCIENCES


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Owl Insight

SALE LEASEBACKS: MONETIZATION OF CORPORATE OWNED REAL ESTATE


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Owl Insight

THE RESILIENCE OF TRIPLE NET LEASE


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Owl Insight

HOW BLUE OWL CONSTRUCTS A DIRECT LENDING PORTFOLIO


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Owl Insight - FA only

CHART OF THE MONTH


Explore resources
Owl Insight

2024 U.S. ELECTION WEBCAST FEATURING CHARLIE COOK


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ADVISOR EXPERIENCES





UPCOMING WEBCAST

2024 U.S. ELECTION WEBCAST FEATURING CHARLIE COOK




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FREQUENTLY ASKED QUESTIONS


PUBLIC MARKETS VS PRIVATE MARKETS: WHAT'S THE DIFFERENCE?

Private markets facilitate the flow of capital in and out of privately owned
assets or companies, which are not listed on a stock market or other public
exchange. Private markets offer investors access to unique alternative
investment opportunities beyond the traditional stocks and bonds found in public
markets. Click here to learn more.


HOW CAN INVESTORS ACCESS THE PRIVATE MARKETS?

For decades, only the largest institutions had the ability to invest in
alternative strategies. With the evolution of new fund structures designed to
ease implementation for individual investors, private markets are more
accessible than ever before. Click here to learn more.


WHAT'S THE OPPORTUNITY SET FOR PRIVATE MARKETS?

The private domain can be larger than most may realize. So too are the
businesses within it — in fact, approximately 87% of US companies that generate
$100 million or more in annual revenues are private.1 By limiting themselves to
public markets, investors may likely risk missing out on an opportunity to
invest in large, highly successful and growing businesses. Click here to learn
more.

1. Capital IQ as of 12/31/23

Contact us


HAVE A QUESTION?

Reach out to member of our Private Wealth team today.

Individual investors, please contact your financial advisor for more
information.

Request a consult

REQUEST A CONSULT WITH A MEMBER OF OUR TEAM

Country*United StatesAfghanistanAland
IslandsAlbaniaAlgeriaAndorraAngolaAnguillaAntarcticaAntigua and
BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia,
Plurinational State ofBonaire, Sint Eustatius, and SabaBosnia and
HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei
DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanada*Cape VerdeCayman
IslandsCentral African RepublicChadChileChina*Christmas IslandCocos (Keeling)
IslandsColombiaComorosCongoCongo, the Democratic Republic of theCook
IslandsCosta RicaCote
d’IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican
RepublicEcuadorEgyptEl SalvadorEquatorial
GuineaEritreaEstoniaEswatiniEthiopiaFalkland Islands (Malvinas)Faroe
IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern
TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard
Island and McDonald IslandsHoly See (Vatican City
State)HondurasHungaryIcelandIndiaIndonesiaIran, Islamic Republic
ofIraqIrelandIsle of
ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic
People’s Republic ofKorea, Republic ofKosovoKuwaitKyrgyzstanLao People’s
Democratic
RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMartiniqueMauritaniaMauritiusMayotteMexicoMoldova,
Republic
ofMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew
CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth
MacedoniaNorwayOmanPakistanPalestinePanamaPapua New
GuineaParaguayPeruPhilippinesPitcairnPolandPortugalQatarReunionRomaniaRussian
FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da
CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and
MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and
PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten
(Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and
the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan
MayenSwedenSwitzerlandSyrian Arab RepublicTaiwanTajikistanTanzania, United
Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and
TobagoTunisiaTurkmenistanTurks and Caicos
IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited
KingdomUruguayUzbekistanVanuatuVenezuela, Bolivarian Republic ofVietnamVirgin
Islands, BritishWallis and FutunaWestern SaharaYemenZambiaZimbabwe
I'm interested in discussing*
 * Opportunities in private markets
 * Portfolio implementation
 * Engaging with Blue Owl experts & events
 * Blue Owl strategies & solutions


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Learn more about Blue Owl

Important information

Past performance is not a guarantee of future results.

Assets Under Management (“AUM”) refers to the assets that we manage and are
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Owl, including the Blue Owl Credit, GP Strategic Capital Funds and the Real
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The information presented contains case studies and other discussions of
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(i) are not representative of the types and performance of all investments or
investment strategies that have been made or recommended by Blue Owl and (ii)
are not necessarily indicative of the types and performance of investments that
Blue Owl may seek to make, or be able to make, in the future. Any future
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and consummate different types of investments in different concentrations, than
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described in these illustrative case studies is not indicative of future results
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any such fund or other vehicle will achieve comparable results.

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the contrary is a criminal offense. Securities are offered through Blue Owl
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