Results driven networking and education for alternative direct investment industry professionals.
The three-day event is attended by broker-dealers, RIAs, family office professionals, registered reps, due diligence officers, regulators, product sponsors, attorneys and other key affiliated professionals. Topical educational presentations and panels will be hosted throughout the conference, covering the basics of different investment products through the latest research and regulatory information.
Featured Speaker: Rudy Giuliani, 107th Mayor of New York (1993-2001)
Special Guest Speaker: Marilyn Mohrman-Gillis, Executive Director of the CFP Board for Financial Planning
Session topics will include:
- 1031 Like-Kind Exchanges
- Energy & Tax Strategies
- Technology & Security
- Private Equity & Business Development Companies
- Interval Funds
- RIA Practice Management
- Broker-Dealer Education
- Direct Participation Programs
- New/Innovative Alternatives
- And much more!
Date: March 26-28, 2018
Location: Rosen Shingle Creek in Orlando, Florida