ADISA Career Center

Agenda

*Draft, as of 5/3/18

Tuesday, July 10

7:45-8:30 am

8:30-8:45 am

Mark Kosanke, Concorde Financial, ADISA AI Research & Due Diligence Forum Chair
John Harrison, ADISA Executive Director

8:50-10:10 am

This session will offer a broad view of the function, portfolio design and options for various alternatives in our space for the wisest investments.

Session owner: John Harrison, ADISA Executive Director
 

Keynote Speaker Bob Rice, Tangent Capital Partners

10:15-10:45 am

10:45-11:45 am

What are the best roles for broker-dealers, family offices and RIAs in the sales chain for alternatives, and how do they relate to each other, the sponsor and the investor?

Session owner: John Grady, DLA Piper

11:50 am-12:40 pm

Timed overview presentations from our best experts giving the current status of important sectors in our space: syndicated 1031s, energy, private equity, interval funds, non-traded REITs, BDCs, plus summary-aggregated sales data.

Session owner: John Harrison, ADISA Executive Director

Presenters: Mike Huisman, DST Systems; Taylor Garrett, Mountail Dell Consulting; Bob Rice, Tangent Capital Partners

12:40-2:10 pm

2:10-3:20 pm

A live tax return walk-through of a 1031 Exchange from start to finish. We will show the various forms, depreciations schedules, and explore the implications of a full cycle program. The session will end with a conversation on the treatment of “rolling” into the next DST and what that may look like, particularly when it involves multiple properties.

Session owner: Mark Kosanke, Concorde Investment Services

3:25-3:55 pm

4:00-4:55 pm

Experts will slug it out on when to buy and when to sell various types of real estate.

Session owner: Rahul Sehgal, Inland Private Capital Corporation

 

5:00-6:30 pm

Wednesday, July 11

7:30-8:30 am

8:00-8:55 am

9:00-9:55 am

Review of the latest issues, including the latest tax reform effects and ongoing practices.

Session owner: Catherine Bowman, The Bowman Law Firm

9:55-10:45 am

Knowledge tests for alternative investments due diligence -- participatory drill-down on how due diligence is best done in our space.

Session owner: Darryl Steinhause, DLA Piper

10:45-11:15 am

11:15 am-12:10 pm

Alternatives due diligence experts will answer all of your questions.

Session owner: Dave Laga, DFPG Investments

12:10-12:25 pm

Mark Kosanke, Concorde Financial, ADISA AI Research & Due Diligence Forum Chair