Schedule at a Glance

2:00 – 4:50 pm

Deep Dive Education: Real Estate Analysis

A basics course targeted to Registered Representatives and Financial Advisors.

2:00 – 2:50 pm Investing in Multi-Family: Basics of Valuation & Portfolio Mix

3:00 – 3:50 pm Current Trends in Retail Investment

4:00 – 4:50 pm Successful Investment in Office and Industrial Properties: Risks and Benefits

2:00 – 4:50 pm

Deep Dive Education: Non-Real Estate Analysis

An intermediate-level course targeted to due diligence analysts and senior registered reps covering life settlement, and energy and equipment leasing.

2:00 – 2:50 pm Oil & Gas Programs

3:00 – 3:50 pm Life Settlements: Recent Trends and Operational Practices

4:00 – 4:50 pm The Case for BDC Program Investments

2:00 – 4:50 pm

Deep Dive Education: Special Skills Need to Move Investor Professional Advisors

Advanced course for specialists covering 1031s, tax credits and proposed tax incentives.

2:00 – 2:50 pm Checkmate Recession with Strategic Moves

3:00 – 3:50 pm Winning in th Financial Services Industsry: The Art and Science of Achievement

4:00 – 4:50 pm The How and Where on DSTs and TICs

5:00 – 6:30 pm

State of the Industry and a View from the Top with Leading Industry CEOs

7:30 – 8:50 am

New and Potential Member Breakfast

Have you just joined REISA, or are you considering becoming a member? Enjoy breakfast with industry leaders who will give you a clear perspective on REISA, its programs, members and purpose.

8:00 – 8:50 am

REISA Committee Meetings

Conference Planning Committee

Ethics & Standards Committee

Legislative & Regulatory Committee

Membership Committee

10:15 – 11:15 am

Breakout Sessions

Advanced BDCs: Strcuture, Regulations and Due Diligence

Deconstruct a Traded Filing

Arbitrations 101

1031 Exchane Sandbox: Exchanges of Oil & Gas, Equipment and Other Non-Traditional Transactions

11:25 am – 12:25 pm

Breakout Sessions

Jeopard-E-thics

Sales & Marketing Practice - Public Non-Traded Offerings

Fundamentals in Direct Participation Programs

DPP Marketing: Your Obligations Under FINRA (this session from 11:25-12:40)

12:25 – 1:40 pm

Sponsor Showcase and Lunch

12:35 – 12:55 pm Sponsor Presentations – KBR Capital Partners

1:10 – 1:30 pm Sponsor Presentations –Realty Capital Securities

1:40 – 2:40 pm

Breakout Sessions

Best Practices in Direct Participation Programs

Understanding the Financial Performance Measurements of Non-Traded REITs

Assessing Your E & O Insurance for the Current Environment

Broaden Your Sales Reach by Overcoming Objections

2:50 – 3:50 pm

Breakout Sessions

One-to-One Workshop: The Future of Client Acquisition, Relationship and Communication (this session from 2:50-5:00)

Alternative Investment Product Education & Training

Is Reg A the Answer? – And Other Regulatory Updates

Avoiding Pitfalls: What Every Wholesaler Needs to Master in the Alternative Investment Space

4:00 – 5:00 pm

Breakout Sessions

One-to-One Workshop: The Future of Client Acquisition, Relationship and Communication (this session from 2:50-5:00)

Best Practices for Ongoing Product Due Diligence

Oil & Gas Programs – Where the Smart Money is Going

Maintaining Regulatory Compliance: What Every Wholesaler Needs to Know

5:10 – 6:10 pm

Breakout Sessions

Real Estate Market Recovery: Is the End in Sight?

Daily NAV REITs - What's all the Hype About?

The Push & Pull of Product Requests – Finding Common Ground between Reps and Compliance

Recognizing Personality Traits

9:00 – 10:00 am

Breakout Sessions

One-to-Many Workshop: Are you Ready to Move from One-to-One to One-to-Many? (this session from 9:00-11:10)

Traded vs. Non-Traded

Up Close with FINRA: Focus on Broker-Dealers/RIAs

10:10 – 11:10 am

Breakout Sessions

One-to-Many Workshop: Are you Ready to Move from One-to-One to One-to-Many? (this session from 9:00-11:10)

Perfect Client

Maximizing Your Wholesaling Effectiveness