*Draft, as of 5/31/18

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

Moderator: John Grady, DLA Piper
Panelists: Ann Moore, International Assets Advisory; Vali Nasr, Claraphi Advisory Network; Julio Gonzalez; Gonzalez Family Office; Steve Kantor, S2K Financial

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, Mountain Dell Consulting; Bob Rice, Tangent Capital Partners; Matt Iak, U.S. Energy Development Corporation

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

Presenters: Mark Kosanke, Concorde Investment Services; Steve Meier, Seyfarth Shaw; Marie Flavin, IPX 1031

3:25-3:55 pm

4:00-4:55 pm

Top real estate experts from industry sponsors take you inside their decision making committee room to illustrate how discussions proceed on whether to buy or sell particular real estate. Decisions involving DSTs, REITs, and other private placement programs are illustrated. Using sample properties, the panel will discuss why to buy, why not to buy, what to look out for, when to list and sell, is the property more appropriate for a REIT or multi-property portfolio or a single property DST. This panel hopes to give the due diligence community a look into their ultimate selection process, and why they love it or why they list it!  

Session owner: Rahul Sehgal, Inland Private Capital Corporation

Moderator: Rahul Sehgal, Inland Private Capital Corporation
Debaters: Tom Jahncke, Passco Companies; Michael Phillips, PREP Property Group

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

Moderator: Catherine Bowman, The Bowman Law Firm
Panelists: Tom Rosenfield, Hillstaffer; Larry Sullivan, Passco Companies

9:55-10:45 am

Explore new entrants to our space—like the Opportunity Zone investments in the new tax reform—and the ensuing approaches to due diligence.

Session owner: Darryl Steinhause, DLA Piper

Co-Presenters: Darryl Steinhause, DLA Piper; Steve Meier, Seyfarth Shaw

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

Panelists: Dana Woodbury, Buttonwood Investment Services; Scott Smith, FactRight; Catherine Bowman, The Bowman Law Firm; Brad Updike, Mick | Law

12:10-12:25 pm

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