Schedule at a Glance

Sunday

Pre-Conference Deep-Dive Sessions

Tax
Foundations of 1031s
TIC/DST Updates
1040 Mining
Tax-Driven Issues

Energy
Sales and Marketing
Due Diligence
Market Conditions
Tax Issues

Real Estate
Apartments
Retail
Office and Industrial
Hotels and Self-Storage

Sponsor
Asset & Distribution Options
Due Diligence & Compliance
Structure Options & Limitations

Monday

  • Arbitration and Litigation

  • BDCs

  • Updates from FINRA, NASAA, SEC and Congress

  • Due Diligence

  • Economics of REITs

  • Ethics

  • Public Listings and Offerings

  • Reg D Marketing Under JOBS Act

  • S-11 Options and Analysis

Tuesday

  • Applied Technology

  • Economic Outlook

  • Lead Generation

  • Platform and Direct Distribution

  • Reg. A and Reg. D

  • Seminar Selling

  • Suitability and Compliance

  • Surviving FINRA & SEC Audits

  • Wholesaler Compliance


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