Due Diligence Meetings
(Attendees: Broker / Dealers, RIAs, and Presenting Sponsors Only)

Unprecedented Performance Is Accelerating Capital Flows – The Future is Bright

The State of The Global Real Estate Market – A CEO Perspective

What macro-economic trends and fiscal policy, both domestic and international are likely to have the greatest impact on commercial real estate (CRE) and real estate credit orientated investments? What are notable demographic and social trends that CRE investors need to be aware of? Which niche asset types and what markets will offer the greatest investment potential over the next few years, particularly when factoring in the macro-economic outlook? In examining these factors, this session assesses which asset types, and which markets, will offer the best mid-long-term investment potential as well as the greatest protection in a possible market downturn.

With the state of the global real estate market ever-changing, increasing flows of retail capital will reshape the commercial real estate landscape forever. As investors seek durable yields and less market volatility, allocations to NAV REITs are seeing unprecedented capital flows.

Join senior executives from the largest global asset managers as they discuss the emerging trends that will shape the real estate market and the future of global real estate investment and development.

Strategies and Key Issues for Transformative Sponsor-Level and Fund M&A Transactions

Mergers and acquisitions involving fund sponsors privately or externally advised funds involve several key legal, tax, business, human resources, intellectual property, and financial issues. To successfully navigate these complex transactions and select the best structure and path forward, it is helpful to understand the critical issues and considerations.

This session brought together industry leading experts to provide insight on transaction alternatives with a focus on tax structuring, regulatory considerations, and market terms. We explored key pre and post transaction considerations including, current market conditions, active and inactive industry sectors, valuation multiples and deal trends.

Emerging REIT Tax & Accounting Challenges

Networking Cocktail Reception | Sponsored By:

Due Diligence Meetings
(Attendees: Broker / Dealers, RIAs, and Presenting Sponsors Only)

Where is the Smart Money Investing – A Wealth Management Perspective

Executives of wirehouse firms as well as independent broker/dealers discussed critical issues regarding a variety of topics for asset managers regarding distributing alternative investments via financial intermediaries. The panel investigated the demand for various types of alternatives investments, the manager selection process, due diligence requirements, structure requirements, the role of compliance, and the expectations of how to build a strong distribution partnership, among others. With the backdrop of investor issues like inflation, need for yield and talks of recession, how does this community manage investors’ expectations in these uncertain times and through these evolving market conditions.

Regulatory & Legislative Hot Topics

This panel will explored the hottest regulatory topics and policy priorities this year effecting publicly registered offerings, from Blue Sky filings and state concentration limits to the latest proposals from FINRA and the SEC. We also heard from industry experts and practitioners on what is happening legislatively at the state and federal level during this most important time for the securities industry.

Industry and regulatory perspectives on developments in the registration requirements under state law. Learning how firms are managing risks and regulatory expectations with state concentration limits in this rapidly evolving space. Delve into important questions on top-of-mind topics including new FINRA notice on sales practice obligations for complex products and the SEC’s rule proposal to enhance and standardize climate-related disclosures. Explore how industry is responding to the rollout of unprecedented and wide-ranging regulatory agenda to significantly change existing market rules and practices over a short period of time across a variety of interrelated markets. At the same time, U.S. capital markets have performed extraordinarily well against recent global events. Changing the “rules of the road” across an array of connected markets represents regulatory uncertainty that could impact markets and the economy.