Non-Listed Alternative Investment Products Symposium 2018 | Information Management Network | 5 December 2018 | St. Regis Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

IMN is pleased to announce the dates for our 14th Annual Western Non-Traded REITs & Retail Alternative Investment Symposium: December 5-6, 2018 in Dana Point, CA.

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?

Join industry heads December 5-6 in Dana Point, CA as we discuss these critical issues and others.

2018 Speakers

Gregory Banner
President, Asset Preservation Strategies, Inc.

Mike Bendix
CEO, Dfpg Investments, Inc.

Robert Bergdolt
Partner, Dla Piper LLP (Us)

Kamal Bhatia
CEO & Co-head, OC Private Capital

Catherine Bowman
Partner, The Bowman Law Firm, LLC

Kenneth Carpenter
President, Rodin Global Property Trust

Tony Chereso
President & CEO, Institute for Portfolio Alternatives

Eduardo Ciuffo
Investment Research Analyst, Commonwealth Financial Network

Alice Connaughton
Shareholder, Greenberg Traurig, LLP

Brian G. Cunat
President & CEO, Cunat Inc.

Greg Curley
Litigation Counsel, Advisor Group

Terrence Davis
Shareholder, Greenberg Traurig, LLP

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

Joseph Delaney
Registered Sec Broker-dealer, J.v. Delaney & Associates

Trevor Dodge
Associate, Proskauer

Martin Dozier
Partner, Alston & Bird LLP

Mike Ezzell
EVP, Private Capital Markets, Inland Securities Corporation

Peter Fass
Partner, Proskauer Rose, LLP

Alan Feldman
Chief Executive Officer, Resource

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

Mark Gatto
Co-chairman & Co-CEO, Cion Investments

James Gerkis
Partner, Proskauer

Jeremy Goff
Managing Director, Social Infrastructure, Tortoise

David Goldstein
Director, Investment & Corpora, Bmo Capital Markets

Jason Goode
Partner, Alston & Bird LLP

Neil Greene
Svp & Due Diligence, Newbridge Securities

Tony Grego
Associate Executive Director, Adisa—alternative & Direct Investment Securities Association

Jon Haahr
Founder & Senior Managing Principal, Silver Portal Capital

Sean Hall
Private Capital Consultant, Inland Private Capital Corporation

Merriah Harkins
EVP, Retail Capital Markets, GWG Holdings, Inc.

Albert V. Haworth
Senior Managing Director, Waypoint Residential

Howard Hirsch
General Counsel-securities, Griffin Capital Company, LLC

Jean Ho
COO, Rich Uncles

Samuel Kardon
Special Capital Markets Counsel, Proskauer

Dave Kasprzak
EVP, CBDO, Broadstone Real Estate, LLC

Timo Lehes
Co-founder, Swarm

Rosemarie Leong
Due Diligence Officer, Sandlapper Securities, LLC

Eddie Lorin
Co-founder, Strategic Realty Holdings LLC

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

Ned Montenecourt
Svp Chief Risk Officer & CCO, Phoenix American Financial Services

Kirk Montgomery
Partner, Kirk Montgomery Law, LLC

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

Jon Northup
Partner, Goodmans LLP

Daniel Oberste
Executive Vice President & Cio, Bsr Trust

Daniel Oschin
COO, Shopoff Realty Investments, L.P.

Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group

Erin Reeves Mcginnis
Attorney, Nelson Mullins

Charles Reiling
President, Coastal Equities, Inc.

Aaron Rosen
Co-portfolio Manager, SVP, LCM Investment Management

Nicholas Rotello
Founder, Seven Two Partners

Michael Schwartzberg
Managing Partner, Winget Spadafora Schwartzberg LLP

Kevin Shields
CEO, Griffin Capital Corporation

William Shopoff
President, Shopoff Realty Investments L.P.

Josh Stein
CEO, Harbor

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

Ryan Thomas
Head of Business Development for Diversified Industries, Toronto Stock Exchange

Rosemarie Thurston
Partner, Alston & Bird LLP

Eon Volchyok
Chief Legal Officer, Blackstone Real Estate Income Trust, Inc.

Seth Weiner
Partner, Morris, Manning & Martin, LLP

2018 Sponsors

GOLD SPONSORS:
• BMO Capital Markets
• Toronto Stock Exchange

SILVER SPONSORS:
• Alston & Bird
• Greenberg Traurig
• Nelson Mullins
• Phoenix American
• Proskauer

BRONZE SPONSORS:
• Bowman Law Firm
• Cunat
• DLA Piper
• Equity Institutional
• GWG
• INFINITY
• Inland Securities Corporation
• MMM
• Resource
• Securities Transfer Corporation
• Shopoff Realty Investments
• Waypoint Residential

ASSOCISTION SUPPORTER:
• ADISA
• IPA

MEDIA PARTNERS:
• Best Attorneys Online
• Commercial Observer
• InstitutionalAssetManager
• Institutional Real Estate
• Property Funds World
• Real Assets Adviser
• Real Estate Alert
• The DI Wire
• Wealthadviser