Agenda

advancing transparency…

 

Monday, March 8

All times EST

}

11:00 am – 11:25 Am

Welcome to Alts Week 2021

Join Blue Vault for a preview of the day’s agenda

}

11:30 am – 12:25 pm

Sealy & Company, “Why Industrial Will Lead Us Out of the COVID Crisis”

A Keynote Presentation

Moderator: Paul Barausky, Sealy Investment Securities

Panelists:
-Josh McArtor, Eastdil Secured
-Scott P. Sealy, Sr., Sealy & Company

  • Understand the strength and momentum of the industrial real estate sector
  • Learn the dramatic impact of e-commerce growth
  • Highlight opportunities due to the reinvention of the global supply chain.
}

12:30 Pm – 12:55 pm

Cottonwood, "Exciting Changes Are Upon Us: A $1.5B Merger Transaction"

-Adam Larson, Chief Financial Officer, Cottonwood Communities

On January 26, 2021, Cottonwood Communities, Inc. entered into definitive merger agreements pursuant to which it would acquire Cottonwood Residential II, Inc. (along with its operating partnership, Cottonwood Residential O.P., LP ), Cottonwood Multifamily REIT I, Inc. and Cottonwood Multifamily REIT II, Inc. in separate stock-for-stock transactions (the “Mergers”). If all of the Mergers are completed as contemplated by the agreements, the transactions will create a single $1.5 billion REIT focused solely on the multifamily sector.  Join Adam Larson, CFO of Cottonwood Communities to learn more about the transactions and the future of the company.

Key points:

  • Estimated Timeline of Merger
  • Key Considerations/Potential Shareholder Benefits
  • Geographic and Investment Diversification
  • Enhanced Portfolio Metrics Post-Merger
  • Cottonwood Fundamentals Remain in Place
}

1:00 Pm – 1:25 pm

ExchangeRight, "What Most Advisors Don't Know About Alts"

-Warren Thomas, CPA, Managing Partner, ExchangeRight

This presentation will center around the benefits of including alternatives in a client’s portfolio, while addressing some of the industry’s historic obstacles and offering solutions.

}

1:30 Pm – 1:55 pm

Alternative Investment Exchange (AIX), "With the Right Tech, Everything is Possible"

-Sara Murphy, Head of Platform Solutions, AIX
-Brad West, Chief Operating Officer, AIX

 

}

2:00 Pm – 2:55 pm

The Blue Vault Database Launch

-Gary Davi, Chief Technology Officer, Centersky
-Stacy Chitty, Managing Partner, Blue Vault
-Laura Cotton, Marketing Manager, Blue Vault
-Luke Schmidt, Senior Financial Analyst, Blue Vault

With the launch of Blue Vault’s new database, the industry will now be able to search, filter, compare, and contrast like never before.  A true game-changer.  Phase 1 will include REIT, Interval Fund, and Private Offering data and search tools.  Additional phases will incorporate more data, more search and compare functionality, as well as additional offering types, including BDCs and Preferred Share offerings.

In this session, Blue Vault will demo the Phase 1 functionality.

}

3:00 Pm – 3:25 pm

Cerulli Associates, "U.S. Alternative Investment Trends"

-Dennis Frank, Cerulli Associates
-Daniil Shapiro, CFA; Associate Director, Product Development, Cerulli Associates

As traditional asset managers, hedge funds, and private equity firms increasingly target retail channels for alternative assets, myriad factors come into play. Firms need to assess the segment’s addressability, vehicle structures, distribution and organizational capabilities, and also prioritize product development and distribution efforts. Join Cerulli’s Daniil Shapiro, associate director of product development, for a strategic overview of the state of U.S. Alternative Investments, based on 2020 research findings.

This presentation addresses:
• How managers are attaining alternative investment capabilities and distributing such products
• Successful liquid alternative product development and advisor demand
• Conversion zone structures (e.g., interval funds) and growth opportunities
• Challenges hedge funds & private equity firms are facing

}

3:30 Pm – 3:55 pm

Blackstone, "Investing Beyond Public Markets"

-Kelly Klobucar, Principal, Blackstone Private Wealth Solutions, Global Strategic Partnerships

Investing Beyond Public Markets frames private market alternatives in the context of the current macroeconomic environment and outlines why incorporating alternatives into a portfolio may solve for specific investor objectives.

This presentation will examine:

  • Market challenges and opportunities post Covid-19
  • Integration of alternatives in portfolio construction
  • Advantages and tradeoffs of private market investing across the liquidity spectrum 
}

4:00 Pm – 5:00 pm

Industry Q&A with Blue Vault

Moderator: Stacy Chitty, Managing Partner, Blue Vault

Each day, the presenters from the day will be available during the last hour of the day to take your questions.  Blue Vault will moderate the hour-long Q&A.  Questions can be submitted to BV at any point during the day prior to the start of the session at sonya.andrews@bluevaultpartners.com, or questions can be submitted at any point during the session, via the Q&A window.  Questions can be directed to any of the presenters, or to the group as a whole.  We will take questions for 1 hour, or as long as there are questions to be asked.  Any Alts Week attendee is invited to attend this session.

}

4:00 Pm – 5:00 pm

Exclusive Broker Dealer Meeting with The Bowman Law Firm

Moderator: Catherine Bowman, Partner, The Bowman Law Firm

Each day, the Bowman Law firm will be available during the last hour of the day to meet with and take questions from broker dealer attendees.  Catherine Bowman and her team will moderate the hour-long Q&A.  Questions can be submitted to Bowman Law at any point during the day prior to the start of the session at cbowman@bowmanlawllc.com, or questions can be submitted at any point during the session, via the Q&A window.  We will take questions for 1 hour, or as long as there are questions to be asked.  Broker Dealer personnel only are invited to attend this session.

Tuesday, March 9

All times EST

}

10:50 am – 11:00 Am

Welcome to the Summit

Join Stacy Chitty and special guest Kirk Montgomery, Partner, Practus, LLP, each day as they discuss a separate “regulatory landmine” facing our industry.

}

11:00 am – 11:25 Am

Prospect Capital, "Prospect Capital Convertible Preferred Stock and Priority Income Fund"

-Grier Eliasek, President, Chief Operating Officer, Board Director and Co-Founder, Prospect Capital Corporation 

Prospect Capital Convertible Preferred Stock – offering investors downside protection, liquidity, income and stability.
Priority Income Fund – offering investors access to a resilient 10%+ yielding asset class traditionally reserved for institutions.

}

11:30 am – 11:55 Am

Leitbox Storage Partners, "Leitbox & Colliers National Storage Group talks a 'Market Up' vs. 'Asset Down' Self-Storage Strategy"

-Bill Leitner, Founder, Leitbox Storage Partners
-Ashley Compton, National Director-Self Storage Group, Colliers

Leitbox Storage Partners executes a multi-faceted investment strategy to solve inefficiencies in supply and demand. Our investment criteria for development yields and value add acquisitions relative to todays exit cap rates for self storage allow for compelling risk adjusted returns. Development within our asset class allows us to focus on liquidity at 3 key milestones, certificate of occupancy, break even and stabilization.

  • Harnessing Data to Drive Site Locations
  • Leitbox Sitefinder – A Proprietary Algorithm
  • Multi-faceted Strategy – Best of All Worlds
  • Prototype Development to Mitigate Risk
  • Mixed Use – To Secure the Best Site
  • Retail Conversions – A 25 yr Relationship Approach
  • Mom and Pop Acquisitions – Leitbox Data Performs
}

12:00 Pm – 12:25 pm

Legendary Capital, "A Better Way to Invest in Hospitality: Substantially Elevated Return Potential and Risk Mitigation"

-Corey R. Maple, CEO and Chairman, Legendary Capital

Learn how Legendary Capital’s patent pending Equity Preservation UPREIT (EPU) structure is transforming investment opportunities in the hospitality sector. EPU transactions represent a truly win-win-win opportunity for hotel contributors, commercial real estate brokers and Legendary Capital’s investors. Participants will also hear about other innovative and compelling investment products Legendary Capital has brought to market to exploit opportunities created by the COVID-19 pandemic.

  • Legendary Capital Sponsor Overview
  • Lodging Fund REIT III Performance Update (you don’t want to miss this!)
  • Legendary Equity Preservation UPREIT Overview and Actual Transaction Spotlight
  • New Investment Products: LF-REIT III GO-Units, Legendary A-1 Bonds (1-Year Maturity, 6% Coupon Rate)
  • Wrap-Up and Q&A
}

12:30 Pm – 12:55 pm

Pacific Oak, "2021 Real Estate Opportunities"

-Keith D. Hall, Co-Founder, Pacific Oak Companies
-Jeff Kremin, National Sales Manager, Pacific Oak Capital Markets

Pacific Oak is dedicated to delivering a unique, differentiated product suite. During our presentation, we will be focusing on real estate related alternative investments offered through Pacific Oak.

  • Monthly NAV Strategic Opportunity REIT
  • Qualified Opportunity Zone Fund
  • PORT II: Single-Family Rental Private Offering
}

1:00 Pm – 1:55 pm

Panel Discussion, “Evolution of Distribution in a Digital World”

Moderator: Chris Shaw, Head of Retail Alternatives, SS&C ALPS

Panelists:
-Eric Carlson, Vice President, Goldman Sachs
-Brian Neal, Vice President, Schwab

The challenges and changes caused by the pandemic has many wondering, what next? 

  • How will asset managers approach advisors to conduct wholesaler activities differently?
  • What are custodial expectations for servicing their advisors and operational support of their business?
  • What tools are needed for future distribution?
  • What approach is needed to servicing investors in this digital space?
}

2:00 Pm – 2:25 Pm

SS&C, "SS&C ALTSERVE Gateway –Transforming the Alternative Marketplace”

Nicole Greene, Head of Brokerage Solutions, SS&C
Chris Shaw, Head of Retail Alternatives, SS&C ALPS

more details to be announced

}

2:30 Pm – 2:55 Pm

"ExchangeRight’s Strategy for Pandemic-Resilience"

-Warren Thomas, CPA, Managing Partner, ExchangeRight

ExchangeRight’s Warren Thomas will discuss the company’s investment strategy for pandemic-resilience, including its 100% rent collections track record, its focus on “essential” and “credit” tenants, meeting retiree and pre-retiree investor needs with DST (1031) and REIT products, client’s value opportunity, and more.

• 100% Rent Collections: Since its inception in 2012 ExchangeRight has collected 100% of rent from all 725+ of its single-tenant net-leased properties and has provided uninterrupted monthly distributions, meeting or outperforming original projections for all of its 60 current and past offerings.
• “Essential” and “Credit” Tenant Focus: 99% of ExchangeRight’s tenants of net-leased assets are investment-grade or national credit tenants and over 93% operate “Essential businesses”. No mom and pops, no franchisees, no mattress stores…no collections problems!
• Dual Products Meet Demographic Need: DST (1031) and REIT portfolio products continue to meet the needs of 4,600 retiree and pre-retiree investors by providing tax advantages, stable income, and capital-preserving investments with modest leverage, high DSCR, and long-term “credit” leases. Loving and serving the discerning 70+ year olds!
• Client’s Value Opportunity: Growing ExchangeRight to over $3.2 billion in AUM has provided investors with efficient asset management, increased yield, investor-centered strategic exits, liquidity, and real and potential equity growth.

}

3:00 Pm – 3:55 pm

Panel Discussion, "Out with the Old and In with the New - A Candid Conversation with Today’s Technology Leaders"

Moderator: Mark Q. Fuentes, Senior Vice President, Head of Operations, Ashford Securities

Panelists:
-Dan Breen, Managing Director of Business Development, Great Lakes Fund Solutions
-Bill Robbins, Chief Executive Officer, WealthForge
-Amy Small, SVP & Executive Director of Institutional Custody, UMB Bank
-Joe Ujobai, Chief Executive Officer, AIX 

Join us for an engaging and candid conversation about everything from technology challenges due to the pandemic, to fraud prevention, to Diversity, Equity and Inclusion (DEI). We will be speaking with today’s leaders on engaging topics relevant to the industry.

}

4:00 Pm – 5:00 pm

Industry Q&A with Blue Vault

Moderator: Stacy Chitty, Managing Partner, Blue Vault

Each day, the presenters from the day will be available during the last hour of the day to take your questions.  Blue Vault will moderate the hour-long Q&A.  Questions can be submitted to BV at any point during the day prior to the start of the session at sonya.andrews@bluevaultpartners.com, or questions can be submitted at any point during the session, via the Q&A window.  Questions can be directed to any of the presenters, or to the group as a whole.  We will take questions for 1 hour, or as long as there are questions to be asked.  Any Alts Week attendee is invited to attend this session.

}

4:00 Pm – 5:00 pm

Exclusive Broker Dealer Meeting with The Bowman Law Firm

Moderator: Catherine Bowman, Partner, The Bowman Law Firm

Each day, the Bowman Law firm will be available during the last hour of the day to meet with and take questions from broker dealer attendees.  Catherine Bowman and her team will moderate the hour-long Q&A.  Questions can be submitted to Bowman Law at any point during the day prior to the start of the session at cbowman@bowmanlawllc.com, or questions can be submitted at any point during the session, via the Q&A window.  We will take questions for 1 hour, or as long as there are questions to be asked.  Broker Dealer personnel only are invited to attend this session.

Wednesday, March 10

All times EST

}

10:50 am – 11:00 Am

Welcome to the Summit

Join Stacy Chitty and special guest Kirk Montgomery, Partner, Practus, LLP, each day as they discuss a separate “regulatory landmine” facing our industry.

}

11:00 Am – 11:25 Am

Sealy Industrial Partners III, LP., "The New Normal in Industrial Real Estate"

-Brian Rivera, Executive Vice President, Business Development, Sealy Investment Securities
-Peter Jackson, President & CEO, Sealy Investment Securities

The presentation will cover:
1. How the continued boom of eCommerce will affect demand for distribution and warehouse assets
2. How the reimagining of the global supply chain affects the economy and real estate
3. Attractive characteristics of industrial real estate assets
4. How to participate in this offering with Sealy Industrial Partners III, LP
5. How Sealy and Company has successfully managed through nine major market corrections since 1946.

}

11:30 Am – 11:55 Am

UMB, "Beyond Banking: Life cycle support for alternative product sponsors"

-Amy Small, Senior Vice President & Executive Director, Institutional Custody, UMB Bank
-Mike Huisman, Senior Vice President, Director of Transfer Agency, UMB Fund Services
-Tim Cook, Manager, Corporate Trust National Sales, UMB Bank

Join UMB for a discussion that goes way beyond traditional banking, and dives into support for alternative product sponsors throughout the entire life cycle.  From escrow to capital raise and beyond, participants can expect to learn about innovative processes and technologies recently introduced throughout UMB’s suite of services.

This panel will explore:

  • Considerations for selecting escrow agents within new structures
  • Digitalization of processes, including robotics and analytics tools
  • Recent trends with cryptocurrency and blockchain
  • Societal shifts impacting the alternatives industry
}

12:00 Pm – 12:55 pm

Panel Discussion, “Essential Real Estate-We Told You So!”

Moderator: Stacy Chitty, Managing Partner, Blue Vault

Panelists:
-Keith Hall, Co-Founder, Pacific Oak
-Adam Lotterman, Co-Chief Investment Officer, Bluerock
-H. Michael Schwartz, Founder & Executive Chairman, SmartStop Self Storage REIT
-Warren Thomas, Managing Partner, ExchangeRight

}

1:00 Pm – 1:25 pm

Bluerock, "Bluerock's 2020 Review and Bullish Outlook for Institutional Private Real Estate"

-Josh Hoffman, President, Bluerock Value Exchange; Managing Director, Bluerock

We are pleased to provide a comprehensive overview and due diligence insights into Bluerock and its available investments programs including the Bluerock Total Income+ Real Estate Fund (interval fund), the Bluerock Residential Growth REIT (non-traded preferred stock), and Bluerock Value Exchange (1031 exchange) portfolio.  These programs can be tailored to fit the needs of both advisory and brokerage accounts, function in today’s market conditions, and provide the benefit of non-correlated enhanced portfolio diversification without sacrificing transparency. 

  • Overview of Seasoned Suite of Real Estate Investment Programs
  • 2020 Performance Review
  • 2021 Institutional Private Real Estate Outlook
}

1:30 Pm – 1:55 pm

Inland Real Estate, "CRE Value Creation: High Conviction in a Low Rate Environment"

-Mike Ezzell, President & CEO, Inland Securities Corporation

Delivering value to investors for more than 50 years, Inland explores the flexibility needed to structure distinctive real estate investments that are appropriate in the current market.

  • Inland’s deep institutional knowledge and experience
  • Range of investment strategies
  • Performance of real estate sectors
  • The importance of asset management
}

2:00 Pm – 2:25 pm

Altigo, “The Momentum Continues: How 50+ Asset Managers and 60+ BD/RIA Firms are Improving their Business”

-Megan Bosch, Senior Director, Strategic Accounts

Altigo, an industry leading straight through processing platform, is gaining significant traction in the alternative investment community. It has experienced tremendous growth since its mid-2019 launch, with $246 million in transactions representing 810 subscriptions submitted through the platform. The alternative investment offerings available on Altigo represent 50+ well-known sponsors including Inland, Bluerock, Cantor Fitzgerald, Capital Square, Greenbacker, and more.

Watch a brief tour of the platform to see how a growing community of more than 60 BD and RIA firms benefit from:
• Diverse product offerings including 1031 Exchange DSTs, Non-Listed REITs, QOZFs and BDCs
• NIGO error rates less than 5%
• Investment cycle time of 2 days on average versus 3+ weeks
• High security standards with SOC 2 Type II audit

}

2:30 Pm – 2:55 pm

"NTR Fees: The Real Story"

What’s the real story behind NTR fees? Are they as egregious as some charge? How many NTR fees are there anyway, and why all the confusion? Are there positive developments? Who exactly makes the money, and what’s the fuss all about? 

Jim Sprow, Blue Vault’s Sr. Vice President, Research, breaks down these fees, including what they are, why they’re complicated, how things are changing, and the true impact on investors.

}

3:00 Pm – 3:25 pm

CAIS, "CAIS IQ: The Future of Financial Education"

-Andrew Smith Lewis, Chief Innovation Officer, CAIS
-Nic Millikan, Managing Director | CAIS IQ, CAIS

CAIS IQ is the state-of-the art learning platform that connects industry leaders directly with financial advisors in a lively and interactive community, to deliver deep and lasting knowledge that helps financial advisors master alternative investments, build their network and enhance client outcomes. Join Chief Innovation Officer, Andrew Smith Lewis, and Managing Director, Nic Millikan, for a spirited conversation on the impact CAIS IQ can have on the wealth management and beyond.

}

3:30 Pm – 3:55 pm

Bourne Financial Group, "Post Pandemic: Seniors Housing is Here to Stay"

-Bob Bourne, Chief Executive Officer & Founder, Bourne Financial Group
-Steve Case, Chief Investment Officer, Bourne Financial Group
-Jade Miller, Director, National Accounts, Bourne Financial Group

A deep dive by Bob Bourne (CEO and Founder) and Steve Case (CIO) on seniors housing, the industry and how to invest in the right deals. Where the demand is going from here and the impact of COVID 19 and how to invest in the face of this new enviornment.

}

4:00 Pm – 4:25 pm

"MetroMarke Rehab Partners I, L.P."

-Michael Mauceli, Chief Executive Officer, MetroMarke, LLC
-Gina Thomas, Chief Development Officer, Nobis Rehabilitation Partners

The presentation will expound on our partnership that will invest in the operations of four free-standing inpatient rehabilitation facilities (“IRF”) located in Oklahoma, Ohio, and Texas. We will explain the market demand and potential upside. The IRF’s will be managed by a seasoned management team NOBIS REHABILITATION PARTNERS LLC. The primary economic objectives of the Partnership are to provide Investors with cash flow from distributions from the Hospital Venture derived from operations from and sale of the IRF Operating Companies.

}

4:30 Pm – 5:30 pm

Industry Q&A with Blue Vault

Moderator: Stacy Chitty, Managing Partner, Blue Vault

Each day, the presenters from the day will be available during the last hour of the day to take your questions.  Blue Vault will moderate the hour-long Q&A.  Questions can be submitted to BV at any point during the day prior to the start of the session at sonya.andrews@bluevaultpartners.com, or questions can be submitted at any point during the session, via the Q&A window.  Questions can be directed to any of the presenters, or to the group as a whole.  We will take questions for 1 hour, or as long as there are questions to be asked.  Any Alts Week attendee is invited to attend this session.

}

4:30 Pm – 5:30 pm

Exclusive Broker Dealer Meeting with The Bowman Law Firm

Moderator: Catherine Bowman, Partner, The Bowman Law Firm

Each day, the Bowman Law firm will be available during the last hour of the day to meet with and take questions from broker dealer attendees.  Catherine Bowman and her team will moderate the hour-long Q&A.  Questions can be submitted to Bowman Law at any point during the day prior to the start of the session at cbowman@bowmanlawllc.com, or questions can be submitted at any point during the session, via the Q&A window.  We will take questions for 1 hour, or as long as there are questions to be asked.  Broker Dealer personnel only are invited to attend this session.

Thursday, March 11

All times EST

}

10:50 am – 11:00 Am

Welcome to the Summit

Join Blue Vault for a preview of the day’s agenda

}

11:00 Am – 11:25 Am

Strategic Capital Fund Management, "Digital Infrastructure: Investing in the New Virtual Era"

-Brandon Hunt, Portfolio Manager, Strategic Capital Fund Management

As the COVID-19 pandemic has shown, connectivity and the real assets that support our broadband networks have become more essential than ever before. Secular tailwinds such as 5G, cloud computing, Internet of Things (IoT), remote work and the acceleration of virtual applications around the globe are creating tremendous investment opportunities. Learn more about how investing in Digital Infrastructure assets like data centers, cell towers and other communications infrastructure assets may provide significant benefits, including: reducing correlation, creating tax-efficient income, capital protection and providing meaningful growth potential.

}

11:30 Am – 12:25 Pm

Pershing, "Integrating Alternative Investments Into Client Portfolios"

Panel Discussion

Moderator: Amit Khanna, Vice President, Pershing

Panelists:
-Raleigh Peters, Managing Director, Blackstone
-Brad Walker, Senior Managing Director, CAIS
-Dan Vene, Managing Partner, iCapital

Join us for the great Alternative Investments debate. Amit Khanna, Vice President, Global Strategy and Product Management at BNY Mellon | Pershing will moderate a conversation with Raleigh Peters, Managing Director and Head of Global Strategic Partners at Blackstone; Brad Walker, Senior Managing Director of Alternative Investments and Head of Products and Distribution at CAIS; and Dan Vene, Co-Founder and Managing Partner at iCapital Network; as they explore the benefits, nuances, and trends of including alts in your clients’ portfolio.

}

12:30 Pm – 12:55 Pm

CIM Group, "CIM Real Assets & Credit Fund - Overview & Update"

-Emily Vande Krol, Managing Director, Partner Solutions Group & President, CCO Capital, LLC
-Stephen Altebrando, Vice President, Portfolio Oversight, CIM Group

An overview and update of CIM Real Assets & Credit Fund (CIM RACR), which is a continuously-offered interval fund that seeks to invest in a balanced mix of institutional-quality real estate and credit assets.

  • CIM has a 25-year track record of investing in real assets and credit and a large-scale investment platform.
  • CIM RACR seeks to avoid charging investors double fees by holding assets in REIT subsidiaries wholly-owned by the interval fund, rather than investing in other funds that incur their own fees.
  • The fund intends to coinvest alongside institutional partners, offering individuals the opportunity to invest in the same assets as large, sophisticated institutions.
}

1:00 Pm – 1:25 pm

SmartStop Self Storage REIT, "Think National, Act Local ™…. The SmartStop Way to Invest"

-H. Michael Schwartz, Founder & Executive Chairman, SmartStop Self Storage REIT, Inc.

H. Michael Schwartz discusses building a brand, operations, and technology the SmartStop® way, Again. This has led SmartStop to being the 10th largest self storage company in the U.S., with approximately $1.7 billion of real estate assets under management and created a track record of returning over $1.2 billion in equity and profits successfully back to shareholders.

}

1:30 Pm – 1:55 Pm

NexPoint, "How NexPoint is Capitalizing on the Top Real Estate Sectors in 2021"

-Brian Mitts, Chief Financial Officer & Chief Operating Officer, NexPoint
-Dustin Norris, President, NexPoint
-Angela Barbera, Managing Director, NexPoint

Join NexPoint as we take a look back at 2020, provide an update on our $1 billion single family rental opportunity, VineBrook, and see what we have to look forward to in 2021 with new product launches across private placements, DSTs, and annuities.

  • NexPoint – a leader in alternative investments
    • Raised Over $1.5 Billion in Alternatives in 2020: A top equity raising sponsor for 1031 exchanges and just surpassed $1 billion in assets in our single family rental opportunity, VineBrook
    • Proven Track Record with Broad Capabilities: Over $11.7 billion in gross real estate acquisitions with 54 full-cycle transactions since inception with ~30% average gross IRR. Offerings span across DST/1031 exchanges, real estate private placements and co-investments, public REITs, real estate interval fund, and annuities
    • Institutional Relationships Lead to Capital Markets Access & Attractive Financing: Only a handful of platforms have achieved “Preferred / Select” status with Freddie Mac. NexPoint’s extensive institutional and investment banking relationships have resulted in successful private-to-public capital markets transactions
  • VineBrook Homes Trust – a private placement (and public filer) focused on the single family rental market with over $1 billion in assets
    • Looking Back: +27.89% total return for our investors in 2020: Rent collections, NOI margins and rent growth are at or near all-time highs as COVID-19 accelerated the trend of de-urbanization and fueled growth of the SFR sector
    • Moving forward: Currently own ~11,000 homes across 17 U.S. markets in the Midwest and Southeast and intend to grow the portfolio to 15,000+ homes, finish the capital raise in the next ~12 months, and target an exit in 2022

 

 

}

2:00 Pm – 2:55 Pm

"A Conversation with Blackstone"

A Keynote Presentation

In this session, Stacy Chitty from Blue Vault will interview Raleigh Peters from Blackstone in a one-on-one conversation. Topics covered will include:

  • The history of Blackstone as a firm
  • Blackstone’s evolution and expansion into private wealth
  • Launch and industry adoption of BREIT
  • Future opportunities for the alternative investment industry
  • Other discussion points and Q&A
}

3:00 Pm – 3:25 Pm

The Entrust Group, "Advise Differently With Alternative Assets"

-Mindy Gayer, Business Development Manager, The Entrust Group

If your clients ask about non-traditional or self-directed investments in their retirement account, are you prepared to answer them? Offer your clients a way to truly diversify their retirement portfolios and expand their investment opportunities with self-direction. Make yourself a trusted source, learn about self-directed IRAs to be able to provide your clients all the tools they need for financial success.

– About Entrust
– What’s The Deal With Self-Direction?
– Complete Control With an Advisor Portal
– A Deeper Dive into Self-Directed IRAs
– Q&A Time

}

3:30 Pm – 3:55 Pm

iCapital Network, AltsEdge

Nick Veronis, Co-Founder & Managing Partner, Head of Portfolio Management, iCapital Network

iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body for the global alternative investment industry, have partnered to develop AltsEdge, a new education initiative designed to help advisors better understand alternative investments and how they can leverage these products to improve client outcomes. 

The AltsEdge program will initially consist of ten guided modules covering an overview of the private markets, various types of strategies and product structures, hedge funds, registered funds, and portfolio construction. The modules, which progress the advisor from foundational knowledge through the practical considerations in employing alternatives, are hosted on a best-in-class learning management system that includes in-program learning assessments and the opportunity for continuing education (CE) credits. 

 As part of the BlueVault conference, iCapital will be offering all attendees who registered for this session a free trial access to AltsEdge to preview the first four modules. To gain access to the site, please reach out to your iCapital Representative or visit iCapitalnetwork.com/altsedge/ and click “Request Access”.

}

4:00 Pm – 5:00 pm

Industry Q&A with Blue Vault

Moderator: Stacy Chitty, Managing Partner, Blue Vault

Each day, the presenters from the day will be available during the last hour of the day to take your questions.  Blue Vault will moderate the hour-long Q&A.  Questions can be submitted to BV at any point during the day prior to the start of the session at sonya.andrews@bluevaultpartners.com, or questions can be submitted at any point during the session, via the Q&A window.  Questions can be directed to any of the presenters, or to the group as a whole.  We will take questions for 1 hour, or as long as there are questions to be asked.  Any Alts Week attendee is invited to attend this session.

}

4:00 Pm – 5:00 pm

Exclusive Broker Dealer Meeting with The Bowman Law Firm

Moderator: Catherine Bowman, Partner, The Bowman Law Firm

Each day, the Bowman Law firm will be available during the last hour of the day to meet with and take questions from broker dealer attendees.  Catherine Bowman and her team will moderate the hour-long Q&A.  Questions can be submitted to Bowman Law at any point during the day prior to the start of the session at cbowman@bowmanlawllc.com, or questions can be submitted at any point during the session, via the Q&A window.  We will take questions for 1 hour, or as long as there are questions to be asked.  Broker Dealer personnel only are invited to attend this session.

Friday, March 12

All times EST

}

10:50 am – 11:00 Am

Welcome to the Summit

Join Stacy Chitty and special guest Kirk Montgomery, Partner, Practus, LLP, each day as they discuss a separate “regulatory landmine” facing our industry.

}

11:00 am – 11:25 Am

"Four Springs TEN31 Xchange - Platform Overview"

-Bill Dioguardi, Chief Executive Officer, Four Springs Capital Trust
-Jared Morgan, Senior Vice President, Head of Acquisitions, Four Springs Capital Trust
-Eric Paul, President, Four Springs Capital Markets

Four Springs TEN31 Xchange is a real estate firm that provides customized tax deferred exchange solutions for real estate investors. As a subsidiary of Four Springs Capital Trust, it focuses on providing replacement properties for 1031 exchange investors. The company’s current focus is on industrial and medical properties that have long-term net leases with credit worthy tenants.

– Four Springs TEN31 Xchange is a subsidiary of Four Springs Capital Trust, a well-capitalized private net lease REIT
– Provides replacement properties through Delaware Statutory Trusts (DSTs)
– Invests across the net lease sector and is diversified by property type
– Current focus is on industrial and medical properties
– Case studies include recent industrial DST programs leased to Amazon, Melitta USA and GAF Materials
– Current offering is a “last mile” industrial property leased to Amazon and the pipeline includes a medical office portfolio

}

11:30 am – 11:55 Am

Orion Advisor Tech, "Innovative Tech Meets Cash and Credit Solutions: A Winning Combination for Advisors"

-Tricia Drexel, Strategic Relationship Manager, Orion Advisor Tech
-Steven Canup, Managing Director, Focus Financial Partners

The industry’s latest game-changer is here. With the announcement of their joint venture, Orion and Focus Client Solutions (FCS) are set to transform the independent advisor’s ability to compete with banks and wirehouses for new business. Adding FCS’ lending and cash management solutions to Orion’s comprehensive platform places advisors in a powerful position to act as a centralized provider for their clients’ financial management experience, increasing client retention and arming them with the tools they need to attract and serve ultra high-net-worth and high-net-worth investors.

Join Joel Hurst, Vice President of Business Development for a deep dive into this powerful new partnership, its robust integration points, and the ultimate end-to-end journey it will create for both advisors and clients upon its full release in the summer of 2021.

}

12:00 Pm – 12:55 Pm

CAIS, "Uncovering the Science of Client Motivation!"

A Keynote Presentation

-Tim Maurer, CFP®, Director Advisor Development, Buckingham Wealth Partners
-Andrew Smith Lewis, Chief Innovation Officer, CAIS

Every day clients make decisions that impact their financial futures. This talk explores the science behind the human decision-making process, unpacking the core mechanisms and how to communicate in a way that your clients will hear you. Join Tim Maurer, Director Advisor Development at Buckingham Wealth Partners, and Andrew Smith Lewis, Chief Innovation Officer at CAIS, as they delve into the minds of your clients in this valuable session which seeks to uncover the science of client decision making. (Pending CFP / CIMA Credits)

}

1:00 Pm – 1:55 Pm

Panel Discussion, "Engaging Clients in the 1031 Exchange Conversation with DSTs"

This panel will help direct you to have confidence when discussing the 1031 Exchange needs of your clients and the solution DSTs offer. The panelists will provide a current update on 1031 in light of our economic and political environment, how to engage clients when you are not an expert, and due diligence of DSTs. The panelists will speak from both a registered rep/BD and RIA perspective.

Moderator: Joe Nugent, Chief Executive Officer, Effective 1031 Planning

Panelists:
-Brian Evans, Madrona Financial
-Geoff Flahardy, Director of National Accounts, ExchangeRight
-Keith Lampi, President & Operating Officer, Inland Private Capital Corporation

}

2:00 Pm – 2:25 Pm

The Eagle Group, "Turbo-Charging your Real Estate Portfolio with Mining Investments"

-Ron Reeser, Managing Partner/CEO, The Eagle Group
-Neil Paine, Managing Partner/CFO, The Eagle Group

The Eagle Group will share a few critical principles of how to de-risk your real estate investment portfolio by adding a powerful multiplier from minerals-mining investments. As a real estate developer, we have adjusted our Master Planned Community development playbook of due diligence, acquisition/control, entitlement and development to execute mine development. This modification represents a significant opportunity for real income and growth value as we focus on precious metals and critical minerals that can be a counter-cyclical financial hedge with most real estate classes. The Eagle Group has targeted major historic mining districts to assemble and acquire rich mining claims that have a history of proven production and resources. Over the last six years our mine development program has provided healthy returns to our investors in 5 states covering gold, limestone, deminsion stone, granite, clay and frac sand.

1. How did a real estate developer get into mining?
2. Unique opportunity in the US
3. Eagle’s mine development program vs. Junior or Major miners
4. We’ve put together a model that DE-RISKS the transaction
5. Carefully match the exit strategy to the deposit (same as real estate)
6. Current Offering

}

2:30 Pm – 2:55 Pm

Versity Investments, "Why Student Housing & Why Now"

-Brian Nelson, President & Founder, Versity Investments, LLC
-Jason Kjellson, Executive Vice President, Versity Investments, LLC

Why Student Housing & Why Now will answer the big the question: The value of a college education has not diminished since the category excelled in the “Great Recession”. If anything, current employment numbers indicate the education premium is stronger than ever. This is, in part, why institutions continue to be attracted to this category. However, not all colleges and universities are created equal. We will dig in to our methodology and talk about the state of the market. Why Student Housing continues to be a strong asset class and how it maintains cash flow in all kinds of markets? Secondly, Why Versity Investments is perfectly placed in 2021 to capture the strength that lies in this asset class. In addition, how student housing meets the five needs of the investor: stability, income, growth, tax efficiency, & non-correlation to the market. Versity Investments is dedicated to their investors and financial advisors with weekly informational webinars to their investors/ advisors leading the way in communication and educational content.

}

3:00 Pm – 3:55 Pm

Panel Discussion, "The Evolving Alts World"

Moderator: Brian Clark, President & Chief Executive Officer, Patrick Capital Markets

Panelists:
-Bob Bourne, Founder & Chief Executive Officer, Bourne Financial Group
-Grier Eliasek, President, Chief Operating Officer, and Co-Founder, Prospect Capital
-Bill Leitner, Founder, Leitbox Storage Partners
-Dan Shaeffer, Chief Executive Officer, Cottonwood Residential

 

}

4:00 Pm – 5:00 pm

Industry Q&A with Blue Vault

Moderator: Stacy Chitty, Managing Partner, Blue Vault

Each day, the presenters from the day will be available during the last hour of the day to take your questions.  Blue Vault will moderate the hour-long Q&A.  Questions can be submitted to BV at any point during the day prior to the start of the session at sonya.andrews@bluevaultpartners.com, or questions can be submitted at any point during the session, via the Q&A window.  Questions can be directed to any of the presenters, or to the group as a whole.  We will take questions for 1 hour, or as long as there are questions to be asked.  Any Alts Week attendee is invited to attend this session.

}

4:00 Pm – 5:00 pm

Exclusive Broker Dealer Meeting with The Bowman Law Firm

Moderator: Catherine Bowman, Partner, The Bowman Law Firm

Each day, the Bowman Law firm will be available during the last hour of the day to meet with and take questions from broker dealer attendees.  Catherine Bowman and her team will moderate the hour-long Q&A.  Questions can be submitted to Bowman Law at any point during the day prior to the start of the session at cbowman@bowmanlawllc.com, or questions can be submitted at any point during the session, via the Q&A window.  We will take questions for 1 hour, or as long as there are questions to be asked.  Broker Dealer personnel only are invited to attend this session.