Marriott Downtown
Marriott Downtown, 85 West Street At, Albany St, New York, NY 10006, USA

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Event Date Mon Jun 24 EDT - Tue Jun 25 EDT (over 2 years ago)
Location Marriott Downtown
85 West Street At, Albany St, New York, NY 10006, USA
Region Americas

The non-listed retail alternative investment industry continues to adapt and thrive…..

Known for hosting the industry’s leaders, the forum provides an independent examination of the latest developments in product structures and strategies, due diligence processes and the factors influencing the investment potential of different retail alts products, including: Interval and closed end funds; non-listed REITs and BDCs; 1031s/DSTs, Reg D and Reg A+ Offerings and energy-based products.

This is a must-attend for industry stakeholders: broker/dealers, established, new and prospective product sponsors, registered investment advisors, financial advisors/registered representatives, due diligence professionals, law firms and more.


2019 Speakers

Alexander Anderson
Director, Equity Division, Time Equities, Inc.

Robert Bergdolt
Partner, Dla Piper Llp

Chase Bolding
Senior Director, Portfolio Manager, Invesco Real Estate

Scott Brooks
Head of Distribution, Realblocks

Brian Buehler
President & Chief Executive Officer, Triton Pacific Securities, Llc

Kenneth Carpenter
President, Rodin Global Property Trust

David Carter
Executive Vice President, Lenox Wealth Advisors

Tony Chereso
President & Chief Executive Officer, Institute for Portfolio Alternatives

Alice Connaughton
Partner, Morrison & Foerster Llp

Jason K. Cordon
Principal, Sixty West Funds

Jack Creighton
Founder & Managing Member, Sourcenet Investment Services Llc

Donald Deans
Managing Director & Cpa/pfs, Deans Consulting, Llc

Morris Defeo
Co-chair, Corporate Department, Herrick, Feinstein Llp

Manish Desai
President, Oaktree Real Estate Income Trust, Inc.

Martin Dozier
Partner, Alston & Bird Llp

Gib Dunham
Chief Investment Officer, Bridgeway Wealth Partners, Llc

Peter Fass
Partner, Proskauer Rose, Llp

Lisa Forster
Senior Associate, Equity Division, Time Equities Inc.

Merrie Frankel
President, Minerva Realty Consultants, Llc

Kevin Gannon
Managing Director, Robert a. Stanger & Co., Inc.

Karen Garnett
Partner, Proskauer Rose Llp

Jason Goode
Partner, Alston & Bird Llp

Erin Gray
Chief Compliance Officer & Group General Counsel, Cnl Financial Group

Robert Grunewald
Chief Executive Officer, Flat Rock Global, Llc

Charles Hamowy
Chief Executive Officer & Founding Partner, Seasons of Advice Wealth Management, Llc

Todd Hand
Executive Director, Morgan Stanley Wealth Management

Merriah Harkins
Exec, Retail Capital Markets, Gwg Holdings, Inc.

Sean Harris
Vice President, Starwood Real Estate Income Trust

John Harrison
Executive Director & Chief Executive Officer, Adisa

Erik Hayden
President, Urban Catalyst

Terrence Herr
Managing Partner, Herr Capital Management, Llc

Howard Hirsch
Chief Legal Officer, Griffin Capital Essential Asset Reit

Joe Lascala
Head of Alternative Investments, Aegis Capital Corp

Rosemarie Leong
Due Diligence Manager, Silverhawk Private Wealth

Kimberlee Levy
Chief Compliance Officer, Concorde Investment Services

Heath Linsky
Partner, Morrison & Foerster Llp

Adam Lotterman
Senior Portfolio Manager, Total Income+ Real Estate Fund

Daniel Maccarone
Managing Director, Morgan Stanley

Vesta Marks
Director, Portfolio Management, Tortoise Capital Advisors

Scott Martin
Cio, Kingsview Asset Management Llc

Tobin Mccomas
Director, Business Development, Openfinance

Nishil Mehta
Managing Director, Prospect Capital

Brett Messing
President, Skybridge Capital

Jonathan Miller
President & Chief Executive Officer, Parsonex Enterprises

David Miller
Partner, Proskauer

Chris Milner
Head of Commercial Re Investment Management, Cantor Fitzgerald

Kirk Montgomery
Partner, Kirk Montgomery Law, Llc

Ryan Morfin
Chief Executive Officer, Wentworth

Glenn Mueller
Real Estate Investment Strategist, Managing Director, Black Creek Group

Gloria Nelund
Chief Executive Officer, Trilinc Advisors, Llc

Daniel Oschin
Chief Strategy Officer, Shopoff Realty Investments, L.p.

Melissa Osika
Associate Partner, Herr Capital Management

Tom Palecek
Founding Partner, Summit Trail Advisors, Llc

William Platt
Partner, Momentum Advisors, Llc

Ross Prindle
Managing Director & Global Head, Chicago, Duff & Phelps Real Estate Advisory Group

Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group

John Mark Ramsey
Co-founder & Chief Executive Officer, Sentio Investments, Llc

Charles Reiling
President, Coastal Equities, Inc.

Rich Rodriguez
Chief Executive Officer, Anchor Capital

Brian Ruben
Audit Partner, Deloitte & Touche Llp

Joseph Scalio
Partner, Tax, Kpmg Llp

Kevin Shields
Chief Executive Officer, Griffin Capital Corporation

Allan Swaringen
President & Chief Executive Officer, Jll Income Property Trust

Frank Tauches
Executive Vice President, American Portfolios Financial Services, Inc.

Rosemarie Thurston
Partner, Alston & Bird Llp

Michael Uccellini
President & Chief Executive Officer, the United Group of Companies, Inc.

Anne-marie Vandenberg
President, Rreef Property Trust

Seth Weiner
Partner, Morris, Manning & Martin, Llp

Janine Yorio
Chief Executive Officer & Founder, Compound

Sponsors & Partners

2019 Sponsors

• Alston & Bird
• Morrison & Foerster
• Proskauer
• Urban Catalyst

• Deloitte
• DLA Piper
• Duff & Phelps
• Equity Institutional
• GWG Holdings, Inc.
• Herrick
• Invesco
• Morris, Manning & Martin
• OpenFinance
• Prospect Capital Management
• RealBlocks
• Time Equities Inc.
• The United Group of Companies, Inc.

• The Alternative and Direct Investment Securities Association

• Best Attorneys Online
• Commercial Observer
• Debtwire ABS
• InstitutionalAssetManager
• Institutional Real Estate, Inc. Americas
• Institutional Real Estate, Inc.
• Property Funds World
• Real Assets Adviser
• Real Estate Alert
• The DI Wire
• Wealthadviser