The PDI Story: Look Back as the Industry Drives Forward

Advisors, asset managers and distributions partners all want to know: what products structures are hot? Where is the capital flowing? How are portfolio diversifying investments (PDIs) performing in the midst of a historic capital markets expansion? How is the industry’s past shaping its future? We’ll take a big-picture look at the growing basket of PDI products, including lifecycle and NAV REITs, BDCs, closed-end and interval funds, direct participation programs and the emergence of Qualified Opportunity Zone funds.

Presented By:
Kevin Gannon, Chairman and CEO, Robert A. Stanger & CO., INC.
Taylor Garrett, President, Orchard Securities, LLC