Educational Sessions

Topics will include:

1031 Like-Kind Exchanges
  • Entry-level and a sales and sponsor focus
Energy Strategies
Marketing & Technology
  • Cybersecurity
  • Best practices for advisors
  • Robo-technology
Private Equity & Business Development Companies
DPP – Fundamentals and Best Practices
Sessions specifically for RIA and Broker-Dealers
  • To BIC or not to BIC
  • Peering into the regulatory crystal ball
  • Outlook for alternatives
  • Where to process and how to hold alts
  • When to open/close door on products
Trending in Alternatives
  • Intro to preferred stock offerings
  • Due diligence on preferred stock offerings
  • Intro to interval funds
  • Due diligence on interval funds
  • Conservation easements
  • Self-directed IRAs
  • T-shares 101
  • Asset-backed lending
  • Accounting trends
  • Reg A offerings
  • Legislative & regulatory update