CNL Financial and the IPA to Host Webinar on DOL Fiduciary Rule
CNL Financial Group, a sponsor of alternative investment products, will sponsor a webinar on the fiduciary rule issued by the Department of Labor that outlines a new standard for financial advisors. The webinar, hosted in conjunction with the Investment Program Association, will be held Monday, April 11, at 2 p.m. Eastern Daylight Time.
Sara Pikofsky, a partner with law firm Jones Day, will provide insight and analysis on a variety of topics related to the new rules including what the rule means for direct investment products, how IPA members plan to implement the new rules, and how legislation may impact the rules.
Holly Greer, CNL’s chief operating officer and chief legal officer, will host the discussion.
“For more than six months, the proposed Department of Labor fiduciary rules have created questions and uncertainty throughout the alternative investment industry,” Greer said. “With the final rule now released, we believe it creates a path forward that we can follow to ensure our products remain an essential part of a balanced investor portfolio. We are delighted to partner with the IPA to have Jones Day present its insights on some of the intricate details of the rule that specifically apply to sponsors, broker-dealers and financial advisors.”
To register for the webinar, visit bit.ly/1UZhAmi and dial 415-655-0002 using access code 667 268 652.
CNL Financial Group, headquartered in Orlando, Florida, is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $33 billion in assets.
The Investment Program Association was formed in 1985 and is one of the direct placement industry’s leading trade organizations. It supports individual investor access to a variety of asset classes not correlated to the traded markets and historically available only to institutional investors. These include public non-listed REITs, business development companies, energy and equipment leasing programs, and private equity offerings.
