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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.


Topics Include:

  • REIT Share Classes
  • Delineation of Closed End Funds between Credit and Real Estate
  • State of BDC Offerings
  • Expansion of Private Placement
  • Incorporating into Advisory Platforms
  • Maintaining Efficient Due Diligence
  • Outlook for Product Development

  • Panelists:

    Randy Agnew
    VP, Alternative Investment Partner Strategy, Cetera Financial Group

    Erin Gray
    Deputy General Counsel, Capital Markets,CNL Financial Group

    Aaron Rosen
    VP, Research and Director of Due Diligence, Lucia Capital Group


    Mike Kell
    VP, Program Management and Business Development, AI Insight


    May 22 2024