Family Office Webcast
Virtual Panel
July 8, 2020


    Wednesday, July 8th, 2020

      2:00 PM (Eastern Time)
      Family Offices Webcast Series: Asset Protection & Risk Management

      • Please scroll down to view recording Join us for the second edition in IMN’s webcast series for Real Estate Family Offices & Private Wealth Managers, taking place on July 8! The audience here will include Family Offices, High Net Worth Investors, and Real Estate Investment Groups representing all property types. Participants will also be given access to IMN’s online networking portal, allowing for communication throughout the week of the webcast.

      3:14 PM (Eastern Time)
      Sponsored by:


      2:00 PM (Eastern Time)
      Dissecting Global Family Office Investment Opportunities

        • What is the state of capital markets in the US, and what changes will we see in office, retail, industrial, and infrastructure?
        • What is the state of debt pricing, availability, and leverage in US capital markets?
        • What are the current pathways for family offices, international and domestic, to approach the US property market?
        • What structural changes in office, hospitality, and retail will impact investment horizons?
        • What should investors watch for to map opportunity and risk for distressed properties?

        • Maggie Coleman, Managing Partner, Private Capital Advisory | Real Estate (Sera Global)

      2:10 PM (Eastern Time)
      Market Downturn & Asset Protection

        • Considering the pandemic, have you changed your risk management strategy this year?
        • What is your approach to multifamily real estate?  Single family rental?  How are these markets changing?
        • 2008 v. 2020 – what we learned and which investments can withstand a downturn? Which areas were hit the hardest?
        • How have you reassessed your investment strategy and criteria? If so, what changes are you making?
        • How can you assess the extent to which your current portfolio is recession-proof?  What are your biggest areas of concern within your portfolio and how are you addressing these?
        • Which Emerging Growth Market regions should investors be watching?
        • In the wake of covid-19, what long-term shifts in CRE can we expect to see and when?
        • What should investors consider when selecting an asset protection plan?
        • How can advisors protect their clients from fraudulent creditor claims?

        • James Solomon, Principal (Ravinia Capital Group)
        • Russell Deakin, Managing Partner (Aceana Group)
        • Bobby Khorshidi, President (Archway Capital)
        • Maggie Coleman, Managing Partner, Private Capital Advisory | Real Estate (Sera Global)

      3:00 PM (Eastern Time)
      New CARES Act Tax Credits & Real Estate Technology $ Revenue Generating Strategies

        • Master Class Playbook to understand and implement enhanced Stimulus Plan offerings now
        • Maximize Bonus Depreciation, NOL carryback, immediate refunds and cashflow generators
        • Learn how to Lease your Rooftops with 5G -- Revenue Through the Roof!

        • Michael D'Onofrio, Managing Director (Engineered Tax Services Inc)

        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files

      3:10 PM (Eastern Time)
      Protecting Your Legacy in the Crisis

        • Why do family real estate businesses fail over generations?
        • How have families remained successful through generational shifts?
        • How can family offices gain control of their financial futures to ensure that they can maintain their lifestyles with appropriate legacy?
        • How can advisors, financial planners, and managers help?
        • Are there geopolitical risks on the horizon?  How should family office investors prepare?
        • How do you engage and encourage younger generations to be responsible stewards?
        • What challenges arise in developing a long-term strategy and communicating it internally?

        • Heath Goldman, President/CEO (ICON Wealth & Legacy Partners)
        • Steve Kwong, Vice President, Senior Financial Advisor (Merrill Lynch)

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Content/Audio Files

  • Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab.

    Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files.
  • Wednesday, July 8th, 2020
  • 2:00 PM

    Family Offices Webcast Series: Asset Protection & Risk Management

    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

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