Why Go?

Where businesses grow and deals are made. 
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.
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