White Papers

October 1, 2014

White Paper Title – Click title to download PDF	Presented by	Subject
Investing in Non-Traded REITs	Investment Program Association (IPA)	Real Estate
Evaluating Non-Traded REITs	CNL	Real Estate
Trends in Commercial Real Estate	CNL	Real Estate
Investing in Commercial Real Estate: Understanding Non-Traded REITs	CNL	Real Estate
Investing in Loans to Private Companies: Understanding Non-Traded BDCs	CNL	Finance – BDCs
Evaluating Non-Traded BDCs	CNL	Finance – BDCs
Portfolio Construction Using Non-Traded Business Development Companies	Investment Program Association (IPA)	Finance – BDCs
Commercial Real Estate Now – Can Timing Help?	Dividend Capital	Real Estate
Commercial Real Estate Correlation	Dividend Capital	Real Estate
Commercial Real Estate as an Inflation Hedge	Dividend Capital	Real Estate
Investing in Closed-End Funds	RW Baird	Investment Vehicle
The Role of Alternative Investments in a Diversified Portfolio	RW Baird	Alts
The Performance of Direct Investments in Real Assets	Deutsche Asset & WM	Alts
The Hidden Cost of Liquidity How Alternatives Can Reward Long-Term Investors	Franklin Square	Alts
Regulation of Alternative Investments	Investment Program Association (IPA)	Alts
Dewatering 101	Waveland Capital	Energy
To Work or Not To Work, That is the Question! Working Interests Vs. Royalty Interests	Ledger Petroleum	Energy
Producing Energy – The Closest Thing to a Perfect Asset	Ledger Petroleum	Energy
Overview of Oil and Gas Industry	Investment Program Association (IPA)	Energy
Best Practices of Elite Teams	The Oeschli Institute & Cetera	Practice Management
Marketing Tactics of Elite Advisors	The Oeschli Institute & Cetera	Practice Management
Five Ways to Provide More Value for Your Clients	Behringer	Practice Management