Non-Listed Alternatives (East)
New York, NY
June 24 - 25, 2019


A record number of new interval funds launched in 2018 and interval fund net assets increased by 41%, reaching $27.5 billion.* Non-listed REITs raised $4.6 billion in 2018, a 9.5% increase on the year prior.** And non-listed BDC sales increased 33% from December 2018 to $55.8 million in January 2019.*** 
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 16th Annual New York Non-Listed Alternative Investment Products Symposium, June 24-25, 2019, New York Marriott Downtown.

Hosting the industry’s leaders, the forum provides an independent examination of the latest developments in market events, product structures and investment strategies, due diligence processes and the factors influencing the investment potential of different retail alts products.

We look forward to seeing you in New York City on June 24-25, 2019!

* Source: Interval Fund Tracker
** Source: Robert A. Stanger
*** Source: Blue Vault Partners

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

Conference Highlights

Networking Tutorial

    Platform Introduction


    Getting Started


    Updating Personal Info


    Updating Demographics


    Searching By Name/Company


    Filter By Demographics


    Send Invitation


    Accept Invitation


    Messaging Connections


    Post Conference Content



To utilize our online networking platform, you must be registered for conference and signed-in


My Agenda

  • To view your agenda you must be signed in Sign-In


    Monday, June 24th, 2019

      7:45 AM
      Registration & Breakfast

      8:30 AM
      Welcome from IMN and Chairpersons' Opening Remarks

        • Peter Fass , Partner (Proskauer Rose, LLP)
        • Rosemarie Thurston , Partner (Alston & Bird LLP)

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

      8:45 AM
      Mid-Year Market Update & State of the Retail Alternative Investment Industry Address

        • What do Q1 and Q2 market trends/performance indicate for the remainder of 2019?
        • Publics vs. privates: Which are capturing the lion’s share of investors’ dollars? Why?
        • To what degree is the Non-Listed Alts market expanding vs. being cannibalized?
        • Non-Listed REIT sales are experiencing a renaissance: Will this continue? Are there common denominators amongst the products seeing an increase in sales over those that are not?
        • Is the traditional Non-Listed REIT structure extinct?
        • What’s driving burgeoning private placements? What are market expectations this year?
        • 2018 was a record year for Interval Fund launches: How many can this market sustain? What are notable capital raising trends? How are they performing?
        • What is the latest in how sponsors are effectively using structure to attract retail capital?
        • To what degree have tax changes impacted product structures?
        • Qualified Opportunity Zones: How much capital has been raised and among how many assets/programs?
        • What new products are in registration? Anything noteworthy? Who are the new entrants?
        • To what degree has the market bifurcated into large vs. small product sponsors? Will this trend continue? If so, what are the possible consequences?
        • Distribution: Notable trends across independent broker/dealer; RIA; and wirehouse channels

        • Kevin T. Gannon , Managing Director (Robert A. Stanger & Co., Inc.)

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

      9:30 AM
      Product Sponsor President & CEO Perspective Panel

        • With a resurgence in capital raising and product launches, where is the Non-Listed Alts industry headed? Will we see a heightened battle of the products for investor dollars?
        • Perpetual vs. lifecycle – a distinction without a difference? What makes a product perpetual vs. lifecycle? Which makes sense for sponsors vs. retail investors?
        • Product structuring: What further innovation will there be? What will be key features to expand the capital base?
        • Are retail investors focusing more on investment strategy vs. product structure at this stage in the cycle?
        • What is your strategy for getting retail investors’ capital back?
        • Has the current Administration/policy impacted your investment strategy/returns?
        • What asset classes are you favoring in this market? Should sponsors specialize?

        • Rosemarie Thurston , Partner (Alston & Bird LLP)
        • Kevin Shields , CEO (Griffin Capital Corporation)
        • Allan Swaringen , President & CEO (JLL Income Property Trust)
        • Kenneth Carpenter , President (Rodin Global Property Trust)
        • Anne-Marie Vandenberg , President (RREEF Property Trust)

      10:15 AM
      Where Should The Smart Money Be Invested? Assessing The Macro-Economic Outlook + Demographic & Social Trends

      • This session offers insights into which asset classes/investment strategies offer the best mid-long-term investment potential and market downturn protection. First we examine the macro-economic outlook at what it means for CRE (commercial real estate) and credit-related investments. Secondly we analyze key demographic/lifestyle trends and technological advancements that are changing the use of real estate and, ultimately, what it means for CRE investment.
        • Are we headed towards recession? What signals are there? When will the current cycle end? National vs. local cycles: What sectors would hold up in a down-cycle?
        • What macro-economic trends and fiscal policy – domestic and international – will likely have the greatest impact on CRE/credit-orientated investments in the next year?
        • Curtailed immigration: The impact of shortages in labor, renters, buyers on assets/markets
        • Ride sharing and driverless cars: Has there been a discernable impact on retail, offices, residential communities, parking lots?
        • Are innovators in property (re)development to meet the changing needs of Millennials/Seniors in living, working, commerce, leisure and health-related real estate seeing dividends?
        • Which asset types are garnering significant investor interest based on evolving demographic and social trends?
        • Which asset types/markets are the ones to watch for the greatest investment potential over the next 3-7+ years, particularly when factoring in the macro-economic outlook? Which offer greater downturn protections than others?

        • Brian Buehler , President & CEO (Triton Pacific Securities, LLC)
        • Chris Milner , Head of Commercial RE Investment Management (Cantor Fitzgerald)
        • Chase Bolding , Senior Director, Portfolio Manager (Invesco Real Estate)
        • Manish Desai , President (Oaktree Real Estate Income Trust, Inc.)
        • John Mark Ramsey , Co-Founder & CEO (Sentio Investments, LLC)
        • David Becker , Managing Director & Member, TEI Executive Advisory Committee (Time Equities, Inc.)

      11:00 AM
      Networking Break Courtesy Of:


      11:30 AM
      A Candid Conversation On Due Diligence, Valuations & Financial Transparency: Product Sponsors; 3rd Party Due Diligence Service Providers; & IBDs/RIAs Perspectives

        • What data should IBDs and RIAs request from sponsors and how often?
        • What can sponsors do to provide better quality data to their distributors? What steps can be taken to improve data quality standards overall?
        • What intermediary software is available for sponsors to provide better quality data to distributors for billing/recording purposes?
        • Arriving at Net Asset Values to report on customer statements
        • Best practices in 3rd party due diligence firms working together with sponsors and IBDs/RIAs
        • Best practices in sponsors and RIA/IBD due diligence officers working together

        • Jason Goode , Partner (Alston & Bird LLP)
        • Erin Gray , CCO & Group General Counsel (CNL Financial Group)
        • Ross Prindle , Managing Director & Global Head, Chicago (Duff & Phelps Real Estate Advisory Group)
        • Melissa Osika , Associate Partner (Herr Capital Management)
        • Rosemarie Leong , Due Diligence Manager (Silverhawk Private Wealth)
        • Joe LaScala , Head of Alternative Investments (Aegis Capital Corp)

      12:15 PM
      Qualified Opportunity Zone (QOZ) Investments - The Product Sponsor Perspective

        • What opportunities remain in QOZs? Are properties/land now overpriced?
        • What are the incentives for sponsors to invest in QOZs? What is the latest from the IRS?
        • How can/are QOZs being used? What can be learned from the first to launch? What have been their investment strategies? Who’s launching them? Who’s putting $ in?
        • What has been the impact of QOZs on CRE investing? Is it/will it take market share from other products or will it expand the size of the market?
        • Breaking down the risks of QOZ investments for sponsors
        • What are the QOZ product structuring considerations? Does the REIT structure offer any advantages over other structures?
        • What are the QOZ due diligence factors for sponsors? How are sponsors underwriting deals?

        • Brian D. Ruben , Audit Partner (Deloitte & Touche LLP)
        • Joseph Scalio , Partner, Tax (KPMG LLP)
        • Brett Messing , President (SkyBridge Capital)
        • Jason K. Cordon , Principal (Sixty West Funds)
        • Erik Hayden , President (Urban Catalyst)
        • Michael Uccellini , President & CEO (The United Group of Companies, Inc.)

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

      1:00 PM

      2:00 PM
      Perpetual Life NAV REITs; ‘Traditional’ Lifecycle Non-Listed REITs; and BDCs

        • Non-Listed REIT/BDC sales are up and Non-Listed REITs are outperforming Traded REITs: What’s driving this? What’s on the horizon that could further impact this in the next year?
        • What are the pros/cons of Non-Listed vs. Listed REITs for retail investors? For sponsors? Operationally is there a difference? Why should sponsors/retail investors choose one over the other today?
        • How does the new industry index compare to previous indices used to track industry performance? How many different indices can you match? What’s the best metric to measure industry performance? 
        • Is more measurable industry performance a game changer for this market?
        • What are the key features of the Non-Listed REITs/BDCs that are raising capital vs. those that are struggling? Of those that are outperforming their industry counterparts?
        • Lifecycle vs. NAV REITs: How do their pros and cons compare? If asset fees are cut how do entities support themselves? How to make $ out of NAV funds with no liquidity event?
        • Are lifecycle liquidations a thing of the past? What are the exit options for this industry today? How are sponsors returning capital to investors? Are mini-tenders becoming a thing of the past?
        • How has the value proposition of Non-Listed REITs/BDCs changed for retail investors? How are distributors effectively educating investors on the new products and performance expectations?
        • After a strong 2018 and start to 2019, what’s next for this industry?

        • Morris DeFeo , Co-Chair, Corporate Department (Herrick, Feinstein LLP)
        • Glenn Mueller , Real Estate Investment Strategist, Managing Director (Black Creek Group)
        • Juan Hernandez , CEO (Open Finance)
        • Scott Brooks , Head of Distribution (RealBlocks)
        • Sean Harris , VP (Starwood Real Estate Income Trust )
        • John Kearney , Partner (Snyder Kearney, LLC)

      2:45 PM
      Private Placements/Reg D

        • What are recent innovations within the Private Placement market? What are sponsor strategies for making money today?
        • What has been recent exit activity? How to exit, especially in this stage of the cycle? Is now the time? How are Private Placement sponsors returning capital to retail investors?
        • Is a private offering necessarily “riskier” than a public one? What do distributors need to understand about Private Placements?
        • How can distributors effectively navigate the rapidly increasing number of offerings?
        • As a distributor, what do you look for in private offering documents?  What will make it onto your platform vs. not? How can sponsors improve the reception of their offerings?
        • How are distributors ensuring suitability? For offers with no income or net standards, do you have guidelines for what a default income and net worth standard would be?  What other factors do you consider important in making a suitability determination?
        • Accredited Investor definition: The latest on potential changes and possible implications
        • What are Private Placement sponsor best practices in financial reporting? How can accuracy and transparency be improved upon?
        • As a sponsor, how valuable has the due diligence process been in understanding what aspects of an offering are appealing to distributors?
        • What aspects of your offering(s) are particularly resonating with distributors?  How can sponsors effectively communicate the strengths of their offerings?
        • When structuring an offering, when do you involve your wholesaling team in the process?  How valuable is their input in designing an offering?
        • What advice would you give prospective sponsors considering entry into this space?

        • Seth Weiner , Partner (Morris, Manning & Martin, LLP)
        • Todd Hand , Executive Director (Morgan Stanley Wealth Management)
        • Karen Garnett , Partner (Proskauer Rose LLP)
        • Daniel Oschin , Chief Strategy Officer (Shopoff Realty Investments, L.P.)
        • Daniel Wolfe , Partner (Snyder Kearney, LLC)
        • Alexander Anderson , Director, Equity Division (Time Equities, Inc.)

      3:30 PM
      Navigating Interval Funds: Examining Their Performance, Economics, Due Diligence & Fit Within Investor Portfolios

        • How can distributors effectively navigate and differentiate between the growing array of Interval Fund offerings? 
        • How do the investment strategies and targeted assets of Interval Funds compare? What innovation are we seeing in newly launched products? What is attracting investor capital?
        • Interval Fund pricing methodologies and valuation: What distributors need to understand
        • Performance: Are there commonalities between strong performers? How are Interval Funds faring against other Non-Listed Alts?
        • What investment challenges do the liquidity requirements of Interval Funds create for sponsors and how are they managing this? 
        • How should financial advisors use interval funds in an investor’s portfolio? What should they look for in the offering document? 
        • What due diligence processes are unique to Interval Funds at the sponsor and product level compared to Non-Listed REITs, BDCs or DPPs? Do Interval Funds have certain aspects that are attractive to due diligence officers relative to other Non-Listed Alts? How can a sponsor effectively communicate the strength of its Interval Fund offering to due diligence officers?
        • What are the economics of launching and running Interval Funds while getting to scale? How long do sponsors need staying power for? What fees are charged by Interval Funds, both at the point of sale and on an on-going basis? 
        • Once at scale, how are sponsors expanding their platform to cover overhead? What are common obstacles and how to overcome them?

        • Martin Dozier , Partner (Alston & Bird LLP)
        • Scott Martin , CIO (Kingsview Asset Management LLC)
        • Robert Grunewald , CEO (Flat Rock Global, LLC)
        • Nishil Mehta , Managing Director (Prospect Capital)
        • Vesta Marks , Director, Portfolio Management (Tortoise Capital Advisors)
        • Adam Lotterman , Senior Portfolio manager (Bluerock Real Estate)

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

      4:15 PM
      Networking Break Courtesy Of:


      • Trending Topics: An Introduction We are introducing a new session format to this year’s program. The following two sessions are intended to be more of an instructional overview on a trending topic, offering critical insights into the subject matter.

      4:30 PM
      Regulation Best Interest & State-Level Initiatives: What Distributors & Sponsors Need To Know

      • This session will address the latest on the SEC’s Regulation Best Interest as well as various state-level initiatives for more stringent standards for brokers and advisors as they stand at the time of this event. 
        • Regulation Best Interest: The current status
        • The latest on state-level initiatives
        • Key differences between the Fiduciary Rule and Regulation Best Interest; What are practical considerations in making the shift from the former to the latter?
        • What is the potential impact on Non-Listed Alts as the currently proposed standards stand? To what degree can such standards impact the suitability and sales of such products?
        • Will the retail distribution industry drastically narrow their approved product line in response? If so, what will remain on product platforms vs. be dropped?
        • What do product sponsors need to consider?
        • Where will Regulation Best Interest and state-level initiatives end up? How should distributors respond? How to guide the industry to consistent standards that everyone can work with?

        • Robert Bergdolt , Partner (DLA Piper LLP (US))
        • Erin Gray , CCO & Group General Counsel (CNL Financial Group)
        • Heath Linsky , Partner (Morrison & Foerster LLP)
        • Mark Quinn , Director of Regulatory Affairs (Cetera Financial Group)

      5:00 PM
      ESG & Sustainability: Why The Non-Listed Alternatives Industry Needs To Pay Attention

        • The SEC’s focus on Environmental, Social and Corporate Governance (ESG) and sustainability issues: What does this mean for sponsors and distributors? What else can we expect from the SEC on ESG and sustainability and when?
        • Are distribution channels placing greater emphasis on ESG and sustainability issues when selecting products/sponsors for their platforms? Is a portion of their product selection dedicated to ESG/sustainability-focused offerings?
        • What sponsor-level and product-level ESG/sustainability information are distributors requesting from sponsors?
        • To what degree are ESG and sustainability issues impacting retail investors’ investment decisions? Where is this heading and what do sponsors need to consider?
        • Sustainability/ESG oversight/management/reporting; What more can product sponsors be doing to incorporate such initiatives/disclosures at the company level and product level?

        • Howard Hirsch , Chief Legal Officer (Griffin Capital Essential Asset REIT)
        • Charles Hamowy , CEO & Founding Partner (Seasons of Advice Wealth Management, LLC)
        • Joan Trant , Managing Partner & Director of Impact (TriLinc Global, LLC)

      5:30 PM
      Networking Reception

      6:30 PM
      Day One Concludes

    Tuesday, June 25th, 2019

      7:45 AM
      Registration & Breakfast for Pre-Conference Session on Due Diligence – Open to All Attendees

      8:00 AM
      An Introduction to the Due Diligence Process for New Sponsors; Broker/Dealers; and RIAs

      • This new addition to the program is open to ALL attendees. Attendees are highly encouraged to submit questions/topics in advance. Pre-registration is recommended. To register and to submit discussion points, please email Hosted by: 

      8:30 AM
      Registration & Breakfast for Delegates Not Attending the Pre-Conference Due Diligence Session

      9:00 AM
      Private Structures Vs. Public Structures: Which Way To Go Today For Sponsors? Retail Investors?

      • Our panelists compare and contrast the (dis)advantages of private structures vs. public structures against the backdrop of the current regulatory and economic climate and late stage market cycle. Both the product sponsor and distributor perspective will be addressed.
        • What are the pros/cons of private vs. public offerings for sponsors in the current climate? How have the realities of launching a private vs. public offering changed in the past 12 months?
        • Upfront/ongoing costs; fees; time/effort involved; timeframes, etc.: How do they compare between private and public structures? How significantly does the process differ in structuring an offering, depending on whether it is public or private? 
        • Assessing the pros/cons of public and private structures for retail investors; How important is financial transparency? Are retail investors currently favoring one over the other? What are the capital raising considerations for each?
        • As a distributor, what are your firm’s practices for ensuring suitability? Does it differ between public and private offerings? What do you look for when reviewing a private vs. public offering document?  What advice would you give sponsors to improve the reception of their offerings?
        • Does investment strategy/target asset class(es) factor into the private/public decision?
        • Documentation/compliance/legalities/governance; Is there anything on the regulatory horizon that could impact public and/or private structures?
        • What is the business case for prospective sponsors to launch a private/public offering vs. invest deal-by-deal? Assessing deal-by-deal as a stepping stone vs. primary investment model today
        • End game plan/exits
        • Alice Connaughton , Partner (Morrison & Foerster LLP)
        • Merrie Frankel , President (Minerva Realty Consultants, LLC)
        • Gib Dunham , CIO (Bridgeway Wealth Partners, LLC )
        • Janine Yorio , CEO/Founder (Compound)
        • David Carter , EVP & CIO (Lenox Wealth Advisors)
        • Joan Trant , Managing Partner & Director of Impact (TriLinc Global, LLC)

      9:45 AM
      Qualified Opportunity Zone Investments - The RIA & Broker/Dealer Perspective

        • How comfortable are you with Qualified Opportunity Zone (QOZ) investments? How are your family office/HNW/retail investor clients viewing such products?
        • Are QOZ investments worth the hype? Worth the risks of investing in a challenged environment? What are the true tax benefits, especially in environments where prices have risen significantly?
        • How do QOZ investments compare to 1031s/DSTs as a tax-advantage investment?
        • Aside from the tax advantages, what are the incentives for family offices/HNW/retail investors to invest in QOZ products? What are the other key selling points?
        • What are the due diligence considerations? How to determine if a sponsor has the sufficient experience? What are QOZ investment/sponsor red flags for you?
        • What advice would you give to sponsors looking to raise capital for their QOZ investment products from the retail channel?
        • What advice would you give RIAs/IBDs now considering QOZ investment products for their clients?

        • David Miller , Partner (Proskauer)
        • Jack Creighton , Founder & Managing Member (Sourcenet Investment Services LLC)
        • Donald Deans , Managing Director & CPA/PFS (Deans Consulting, LLC)
        • Rosemarie Leong , Due Diligence Manager (Silverhawk Private Wealth)
        • Jonathan Miller , President & CEO (Parsonex Enterprises)
        • Tom Palecek , Founding Partner (Summit Trail Advisors, LLC)

      10:30 AM
      Networking Break Courtesy Of:

      10:45 AM
      Independent Broker/Dealer (IBD) Perspective On Product Platforms, Risk & Investment Strategies

        • What factors will have the biggest impact on IBDs selling Non-Listed Alts over the next year?
        • What should IBDs’ platforms look like at this stage in the cycle? What products to add/scale back on? Should there be further diversification? 
        • What do sponsors need to better understand about IBD allocations?
        • What investment strategies are garnering most of your attention? Qualified Opportunity Zones (QOZs)? ESG? Impact Investing? Single-asset investment strategies? Other?
        • How are you viewing QOZ products? Are you selling any? What are your due diligence processes?
        • Sponsors/products: Any recent changes in selection criteria/due diligence processes? What are your metrics when evaluating a new product/sponsor for your platform?
        • Are you revisiting your risk parameters in the current economic climate/late cycle stage? 
        • How can IBDs help reps protect themselves in a frothy market? What guidance are you giving on what to sell/not sell? How should advisors be advising their clients at this stage in the cycle? 
        • What are you hearing from your reg reps? What do retail investors want today?
        • How are you educating retail investors on the place of Non-Listed Alts in their portfolio? To what degree do your clients now accept such investments as being integral to their portfolio? Is there a difference between generations in the education and acceptance of Non-Listed Alts?

        • John P. Harrison , Executive Director & CEO (ADISA)
        • Frank A. Tauches , EVP & GC (American Portfolios Financial Services, Inc.)
        • Charles Reiling , President (Coastal Equities, Inc.)
        • Kimberlee Levy , Chief Compliance Officer (Concorde Investment Services)
        • Hamlet Yousef , Partner (Wentworth Management )
        • Daniel Maccarone , Managing Director (Morgan Stanley)

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

      11:30 AM
      Breaking into the RIA Market: Understanding the Complexities of the Fee-Based Business

        • What are the unique challenges for sponsors of distributing Non-Listed Alts via the RIA network? How does it differ to distributing via IBDs?
        • Understanding RIAs’ operational challenges in offering Non-Listed Alts to their clients: Due diligence/underlying investment evaluation; reporting; compliance; tax issues; paperwork processing; educating clients
        • How can sponsors help RIAs overcome such operational challenges? What other resources are available for RIAs? What is the learning curve that RIAs have about Non-Listed Alt products? About the due diligence process? How can sponsors help?
        • Expanding RIA and wirehouse interest in your Non-Listed Alt product: Do’s and don’ts
        • Developing products that fit the RIA and/or wirehouse mold: What are must-have features?
        • Forming relationships and communicating with RIAs: How is this process different to that with IBDs? What do wholesalers and national accounts managers need to understand and do in their approach to and ongoing communication with RIAs? How can sponsors better train their sales teams to work with RIAs?
        • Getting on custodial platforms: What are the key considerations/steps for Non-Listed Alts sponsors? What are the steps for sponsors to properly structure relationships with custodians? How are custodians viewing Non-Listed Alts today?

        • Tony Chereso , President & CEO (Institute for Portfolio Alternatives)
        • Rich Rodriguez , CEO (Anchor Capital )
        • Merriah Harkins , EVP, Retail Capital Markets (GWG Holdings, Inc.)
        • Kirk Montgomery , Partner (Kirk Montgomery Law, LLC)
        • William Platt , Partner (Momentum Advisors, LLC)
        • Terrence Herr , Managing Partner (Herr Capital Management, LLC)

      12:15 PM
      16th Annual New York Non-Listed Retail Alternative Investment Products Symposium Concludes



This is a <u>past</u> conference, no registration is available.

Contact Us


  • Conference Venue
  • Marriott New York Downtown

    85 West Street at Albany Street
    New York, NY, 10006

    Additional Info:

    IMN's Room Block is now sold out. Rooms are still available at the hotel's going rate so please make a reservation using the link above.


Content/Audio Files

  • <span style="color: #888; font-size: 0.8em;">Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab. <br/> <br/> 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. </span>
  • Monday, June 24th, 2019
  • Welcome from IMN and Chairpersons' Opening Remarks

    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Mid-Year Market Update & State of the Retail Alternative Investment Industry Address

    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Qualified Opportunity Zone (QOZ) Investments - The Product Sponsor Perspective

    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Navigating Interval Funds: Examining Their Performance, Economics, Due Diligence & Fit Within Investor Portfolios

    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Tuesday, June 25th, 2019
  • Independent Broker/Dealer (IBD) Perspective On Product Platforms, Risk & Investment Strategies

    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484

View Full Site
You need to login before accessing this section. Click "Login" from bottom menu.

Please sign in

Create Account Recover Password Sign in with LinkedIn

Enter Your Email: