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Event Date | Thu Jun 18 EDT - Fri Jun 19 EDT (over 4 years ago) |
Location |
New York Marriott Downtown
85 West Street At, Albany St, New York, NY 10006, USA |
Region | Americas |
The potential of the non-listed retail alternative investment industry is immense. As it emerges from its dramatic evolution, product offerings are now more diverse and offer greater transparency and liquidity. However, further change and learning curves are ahead.
Distribution channels, notably independent broker/dealers (IBDs), are undergoing their own evolution. The late stage of the current cycle heightens investment strategies for both product sponsors and advisors and their clients. And new products, such as Qualified Opportunity Zone (QOZ) offerings, are grabbing attention. But how to evaluate beyond the hype, particularly with final guidelines from the IRS still pending?
Join us as we dissect the key market issues and their implications for industry stakeholders at IMN's 17th Annual Non-Listed Retail Alternative Investment Products Symposium.
Who Should Attend?
• Established, new and prospective sponsors of retail alternative investment products, including:
• Interval Funds
• Closed End Funds
• Traditional and Perpetual Life Non-traded REITs
• Non-traded BDCs
• Regulation D Offerings
• Regulation A+ Offerings
• Preferred Stock Offerings
• 1031s
• Due diligence, product management, research, compliance and regulatory personnel at independent retail broker/dealers & RIAs
• Service providers to the industry including, but not limited to:
• Law Firms
Due Diligence Service Providers
• Tax/Accounting Firms
• Wholesalers
• Investment Bankers