View from Above: An Examination of New and Evolving Alternative Investment Solutions
Regulatory and market pressures have combined to spur innovation within continuous offering programs. This call will examine the expanding universe of client options for real estate, credit and energy investment.
In innovative environments due diligence remains a central tenet to risk mitigation and client protection. We will consider the multi-faceted aspects of due diligence in each area and how product structure affects client outcomes.
VP, Alternative Investment Partner Strategy, Cetera Financial Group
Deputy General Counsel, Capital Markets,CNL Financial Group
VP, Research and Director of Due Diligence, Lucia Capital Group
VP, Program Management and Business Development, AI Insight