In light of significant regulatory and market developments, we are proud to announce a new title – and expanded focus – for our Non-Traded REIT event series: IMN's 10th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium, December 3-4, 2014, Dana Point, CA. Due to popular demand and the tremendous success of our New York June symposium, additional areas of focus now include: Non-Traded BDCs; Regulation D Offerings/Private Placements; '40 Act Interval Funds; Regulation A+ Offerings; and Oil & Gas investments.
December 2014 sessions include:
- Adapting to FINRA RN 14-06: Sponsor and Broker/Dealer Perspectives
- The Traditional IBD Network Vs. Crowdfunding Under Reg D 506c Vs. Reg A+: Comparing & Contrasting Alternative Ways to Raise Capital for Product Sponsors
- The Anatomy of a Roll-Up Going From Your First Offering to a Listing on the NYSE
- Non-Traded REIT CEO/President Panel: Evolving Strategy to Meet & Exceed Performance Expectations
- Moving Beyond Non-Traded REITs: Senior Executive Strategy Panel
- Suitability Standards &Concentration Limits for Non-Traded REIT, BDC and Private Placement Products: Standardizing Procedures & Enforcing Rules Within Your Broker/Dealer
- Broker/Dealer & RIA Perspective on Selecting & Selling Alternative Investments: Key Processes; Concerns; & Overcoming Challenges
- AND MANY MORE!!
Who Should Attend |
Senior executives from: |
- Non-Traded REIT/BDC/Private Placement-Reg D/Interval Fund/Reg A+ product sponsors and prospective sponsors
- Independent retail broker/dealers; RIAs; Family Offices; HNW individuals; Wealth Management; Financial planners; Financial advisory firms
- Service providers to the industry including law firms; accounting firms; third party due diligence; crowdfunding platforms, etc.
For more information please click here
Don’t forget to reference discount code “GFM” when registering for 10% savings.