Direct Insights Call Series: A Closer Look at the Proliferation of Preferred Stock Offerings
The IPA hosted an exclusive conversation on the expansion of preferred stock offerings and how preferred offerings can complement a client’s portfolio. Darren Whissen (Aliso Advisors), Jeff Schwaber (Bluerock Capital Markets), Brian Rivera (CIM Group) and Jeff Smith (Preferred Capital Securities) covered a range of topics, including:
- Preferred stock offerings – 101
- Cumulative vs. non-cumulative preferred structures
- Evaluation best practices for broker-dealers and RIA’s
- Due diligence factors
- Various asset classes within preferred structures
Panelists:
Moderator: Darren Whissen, Founder and President, Aliso Advisors
Jeff Schwaber, CEO, Bluerock Capital Markets
Brian Rivera, SVP, National Sales Director, CIM Group
Jeff Smith, CEO, Preferred Capital Securities
Listen to Replay: