Non-Listed Alternative Investment Products Symposium 2019 | Information Management Network (IMN) | 4 December 2019 | Monarch Beach Resort, One Monarch Beach Resort, Dana Point, CA 92629, United States

As the retail alternative investment industry continues its dynamic evolution, new opportunities are opening up as others pullback. One thing is for certain: it isn’t business as usual.

How are both the product offering and distribution sides of the market evolving? What does this mean for product sponsors, IBDs/RIAs and retail investors? What should industry stakeholders now be doing to prepare for change and to take advantage of new opportunities as they are presented?

Who Should Attend?
• Broker Dealers
• Financial Advisory Firms
• Financial Planners
• Non-Traded REITs

2019 Speakers

Andrew Aiello
Partner, Boulevard Family Wealth

Sean Barrett
Co-Founder, Cornerstone Family Office, Inc.

Robert Bergdolt
Partner, DLA Piper LLP (US)

Brian Buehler
President & CEO, Triton Pacific Securities

Kenneth Carpenter
President, Rodin Global Property Trust

Tony Chereso
President & CEO, Institute for Portfolio Alternatives

Michael Choate
Partner, Proskauer

Eduardo Ciuffo
Investment Research Analyst, Commonwealth Financial Network

Donald Deans
Managing Director & CPA/PFS, Deans Consulting, LLC

Kevin Gannon
Managing Director, Robert A. Stanger & Co.

Taylor Garrett
President, Orchard Securities, LLC

Jason Goode
Partner, Alston & Bird LLP

Erin Gray
CCO & Group General Counsel, CNL Financial Group

Louis Greco
Managing Director, RIA Channel, CION Investments

Solomon Halpern
President, Highlander: A Mindful Finance Company

John Harrison
Executive Director & CEO, ADISA

Howard Hill
Managing Director, Institutional Business Development, Claraphi Advisory Network, LLC

Howard S. Hirsch
Chief Legal Officer, Griffin Capital Essential Asset REIT

Jean Ho
COO, Rich Uncles

Paul Horn
Founder & CEO, H2Cyber

Michael Kessler
Partner, Alston & Bird LLP

Eric Lee
ESG & Impact Analyst, TriLinc Global

Rosemarie Leong
Due Diligence Manager, Silverhawk Private Wealth

Eddie Lorin
Co-Founder, Alliant Strategic Investment Funds

Donald Mackinnon
Portfolio Manager, Commercial Real Estate, Sound Point Capital Management

Michael Mansur
Founding Advisor, Castleview Partners, LLC

Scott Martin
CIO, CIMA, Kingsview Asset Management LLC

Kirk Montgomery
Partner, Kirk Montgomery Law, LLC

Alex Moratorio
Senior Vice President, IT, Griffin Capital Company, LLC

Brian Nelson
President & Founder, NB Private Capital

Orla O'Connor
Principal, KPMG LLP

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

Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group

Mary Katherine Rawls
Associate, Morrison & Foerster LLP

Kay Redlich
CTO, CNL Financial Group, LLC

Rich Rodriguez
CEO, Anchor Capital

Aaron Rosen
Co-Portfolio Manager, Pinhook Capital

Thomas Rosenfield
President, HillStaffer

Mitchell A. Sabshon
President & CEO, Inland Real Estate Investment Corporation

H. Michael Schwartz
CEO, SmartStop Asset Management

Bradley Shafer
Senior Manager, Charles Schwab & Co., Inc.

Jeff Shafer
Co-Founder, CEO, CommonGood Capital

Shane Shelley
Partner, Morrison & Foerster LLP

Kevin Shields
CEO, Griffin Capital Corporation

William A. Shopoff
President, Shopoff Realty Investments L.P

Clint Sorenson
Managing Partner, WealthShield Partners

Darryl Steinhause
Partner, DLA Piper

Frank Tauches
EVP & GC, American Portfolios Financial Services, Inc.

Rosemarie Thurston
Partner, Alston & Bird LLP

Jerry Verseput
President, Veripax Wealth Management, LLC

Paul Wendee
Managing Director, Paul M. Wendee & Associates, LLC

Blake Wettengel
CEO & Co-Founder, NB Private Capital

Darren Whissen
President, Atomi Financial Group

2019 Sponsors

SILVER SPONSORS:
• Alston & Bird
• DLA Piper
• Morrison Foerster
• NB Private Capital
• Nelson Muliins
• Phoenix American
• Proskauer

BRONZE SPONSORS:
• AmCap Management Llc.
• Evolve
• Gladstone Land
• KPMG
• Morris, Manning & Martin, LLP
• ShopOff, Realty Investment
• Syndication Lawyers.com

ASSOCIATION SUPPORTERS:
• ADISA
• IPA

MEDIA PARTNERS:
• BestAttorneys Online
• Institutional Real Estate Americas
• Institutional Real Estate, Inc.
• Real Assets Adviser
• Real State Alert
• The DI Wire
• RealAssets Adviser