2021 Editorial Advisory Board Meeting – Real Assets Adviser | Institutional Real Estate, Inc. (IREI) | 8 November 2021 | Fairmont Scottsdale Princess, 7575 E Princess Dr, Scottsdale, AZ 85255, USA

The 2021 meeting of the Editorial Advisory Board for Real Assets Adviser magazine is an exclusive gathering of investment industry leaders designed to create a private environment that fosters open and stimulating dialogue. The objective is to exchange ideas, create new connections between board members, and cultivate feedback that drives the content of the magazine, as well as its related podcasts, videos and events for the next calendar year. Marketing is strictly prohibited. Board meeting content and discussion are confidential and for the benefit of participating board members only.

2021 Speakers

Alexander Anderson
Director, Time Equities Inc.

James F. Apostol
Vice President, Pacific Pension & Investment Institute

Frederick Baerenz
President & CEO, AOG Wealth Management

Mike Bendix
CEO, DFPG Investments, Inc.

Keith Black
Managing Director, Chartered Alternative Investment Analyst (CAIA) Association

Dale Brown
President & CEO, Financial Services Institute (FSI)

Anthony Chereso
President & CEO, Institute for Portfolio Alternatives (IPA)

Jim Condon
President, Strategic Capital Fund Management

Craig Covington
President, Discipline Advisors, Inc.

Jason DeBono, CISP
President, NuView Trust

J. Mark Earley
CEO, Hines Securities, Inc.

Howard Friedman
Senior Vice President, Citi U.S. Pension Investments

Jeff Grant
Managing Director, CIM Group

John P. Harrison
Executive Director, Alternative & Direct Investment Securities Association (ADISA)

Travis Hicks
Vice President, Independent Financial Group, LLC

Matthew Iak
VP, U.S. Energy Development Corporation

David Johan
Partner, Doceo Wealth, LLC

Karlton Kleis
Managing Director, Arete Wealth

Rajeev Kotyan
Principal, Innovative Advisory Group

Daniel A. Kreuter
Chairman, Gladstone Group Inc.

Chad LaFauci
Vice President, Alternative Investments, Commonwealth Financial Network

Michelle Mathieu
CIO, Fulcrum Capital

William McCance
President & Chairman, Trust Advisory Group, Ltd.

Abby McCarthy
Senior Vice President, Investment Affairs, Nareit

Wayne McCullough
President & Managing Partner, Benchmark Private Wealth Management

Bryan Mick
President, Mick Law P.C. LLO

Rick Murphy
President, Berthel Fisher & Company

Braulio Nieves Roman
Investment Advisor, Pariter Wealth Management Group, LLC

Elliott Orsillo
CIO, Season Investments, LLC

Charles F. Reiling III
President & CEO, Coastal Equities, Inc. & Coastal Investment Advisors, Inc.

Bill Robbins
CEO, WealthForge

Aaron Rosen
Portfolio Manager, Validus

R. Lawrence Roth
Senior Advisor, RLR Strategic Partners

Laura Sexton
Assistant Vice President Research and Diligence, AI Insight, an iCapital Network company

Clive Slovin
Managing Director, SFA Partners

Miguel Sosa
Research Strategist & Product Specialist, Bluerock

Todd Van Pelt
Vice President, Investments and Insurance, Cambridge Investment Research

Dan Vene
Co Founder, iCapital Network

Benjamin Webb
Director, Balentine

Darren Whissen
President, Atomi Financial Group, Inc.