Due Diligence Analysts from independent broker-dealers (IBDs) have it tough. Tasked with reviewing hundreds of alternative investment offerings each year, including non-traded REITs, there is pressure all around. Advisors want product and IBD’s want assurances that products being offered have been fully vetted and can be reasonably expected to perform as advertised.
Enter the Third Party Due Diligence Review.
Third Parties, typically unaffiliated with sponsors and IBDs, will perform a complete initial and on-going review of the offering and sponsor. One such firm, Mick & Associates (Mick), takes it one step further providing IBD and RIA due diligence analysts the opportunity to learn about dozens of products during a two and a half day symposium.
Kicking off this Sunday in Atlanta, GA, a hot bed for IBDs, Mick will host over 120 attendees, of which there are 60 IBD/RIA/Family Offices represented, for its 2014 Real Estate Symposium.
Attendees have the opportunity to hear from sponsors via 25 minute presentations and industry experts during several panel discussions covering topics such as opportunities in hospitality, multi-family data and investment strategies, REIT valuations and limitations, DSTs, and special situation investing.
Mick lined up a high profile guest speaker in Dick Parsons, a former chairman of Citigroup, now serves as a Senior Advisor with Providence Equity, LLC and Interim CEO of the Los Angeles Clippers of the NBA.
From the NBA to the NFL, Mick also invited Fran Tarkenton, CEO of Tarkenton Financial and an NFL Hall of Fame Inductee, to speak Monday afternoon. Tarkenton played quarterback for 18 seasons, most of which were with the Minnesota Vikings and New York Giants. During his NFL career he threw for over 47,000 yards while completing 342 touchdowns.
The event starts Sunday, October 12th at 3pm and concludes Tuesday the 14th at 1pm.
To learn more, click here.
Mick & Associates also hosts an Oil and Gas Symposium in the spring and is considered by many as a leader in due diligence on energy programs.