Are you considering outsourcing all or part of your investment management functions? If so, you can’t miss this unique event that delves into the specifics of investment outsourcing. This the ONLY event that focuses in-depth on the key issues involved in deciding to outsource: governance and policy issues, various outsourcing models, vendor selection, due diligence, and much more. Plus, you’ll hear case studies from investors who have gone through the process themselves!...More

The dynamic Non-Traded REIT industry continues to rapidly evolve. Several Non-Traded REITs have gone full cycle and more exits are on the horizon with an unprecedented combined liquidity of around $40billion. A wire-house has entered the market for the first time, opening up a critical distribution channel for the product. Consolidation continues amongst broker/dealers and some seasoned product sponsors have left the market. The pace of change is quickening and the various stakeholders must adapt or leave....More

What is the state of the market? Where should you invest in it? We'll help answer those questions and more as we bring together a first-rate lineup of asset managers, advisors, executives, and strategists who are leaders in their respective fields. As an advisor, you will get ideas on how to maximize income, minimize risk, invest globally, and develop solutions to help you better serve your clients....More

The premier industry event for success-minded advisors. Join us for three not-to-be-missed days and walk away with specific and powerful ideas to help your business grow today and tomorrow....More