Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments.
Several educational sessions will be available, many of which qualify for Continuing Education credit.
DIRECTORY SPOTLIGHT
Attendees will also have the opportunity to meet face-to-face with nearly 1,000 leading industry professionals and visit with nearly 80 event exhibitors.
Session tracks will include:
New Alternative Products
Different and New product introduction in general, best ways to get to know them
Life Settlement
Interval Funds
Private Equity
Energy and Tax Driven Products
Energy
Conservation
Other such as AUM/Deferred Sales Trust
BDCs and REITs
Where are they now?
Examination of REIT stock and recent developments
1031 Products
Where are we today and how to try to avoid past issues
Suitability and risks for any investor, particular investors, and especially seniors
DOL Update
Legal perspective from an ERISA attorney
Practical compliance
Navigating BIC exemption
Marketing and Sales of Alts
Dos and don’ts discussion with sponsors from panel of DD officer, third party DD, MBD
Sponsor feedback for broker dealers, Reps, RIAs related to selling agreements, due diligence, etc.
Suitability how does it differ between private and public offerings
Trends in Offering Documents and Disclosures
Tension between confidentiality regarding sponsor information and disclosure in the sales process
Trends related to risk disclosures in offering documents
Updates on Reg A and Crowdfunding
Current status
Crystal ball perspective
Advisor and BD Focus
BD and Advisor oversight related to compliance
Practical aspects of education related to product, sponsor, and clients
