Agenda

advancing transparency…

Monday, March 8

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11:00 am – 11:25 am

Welcome to the Summit

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11:30 pm – 12:20 pm

Keynote Presentation, “Why Industrial Will Lead Us Out of the COVID Crisis”

Moderator: Paul Barausky, Sealy Investment Securities

Panelists:

Scott P. Sealy,Sr., Sealy & Company

Josh McArtor, Eastdil Secured

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12:30 pm – 12:55 pm

Cottonwood

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1:00 pm – 1:25 pm

Great Lakes Fund Solutions

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1:30 pm – 1:55 pm

Alternative Investment Exchange (AIX)

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2:00 pm – 2:55 pm

Blue Vault

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3:00 pm – 3:25 pm

BNY Mellon | Pershing

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3:30 pm – 3:55 pm

Ashford Hotel, “Going Against the Grain – A Deep Dive into the Luxury Lodging Industry

Speakers:

Jay Steigerwald, President and Head of Distribution, Ashford Securities

Carly Hoeler, Head of Due Diligence, Ashford Securities

It’s no secret that the lodging industry has been hit hard as a result of Covid-19. You could combine the 2007 Financial Crisis, the events of 9-11, and extrapolate by 10, and it would still be difficult to recreate the financial impact and dislocation of Covid-19 on one of our Nation’s largest industries. This panel will discuss the prospects for a recovery in the lodging industry and what the benefits are of investing in this out of favor asset class. We will closely examine the impact to one publicly traded lodging REIT in particular, Braemar Hotels and Resorts. We will also discuss the characteristics and benefits of the Non-Traded Preferred Stock structure and the income opportunities it provides to its investors. Is lodging an asset class to avoid or is now a perfect time to invest?

Tuesday, March 9

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10:50 am – 11:00 am

Welcome

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11:00 am – 11:25 am

Prospect Capital

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11:30 am – 11:55 am

Leitbox Portfolio Partners

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12:00 pm – 12:25 pm

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

Speaker:

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.

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12:30 pm – 12:55 pm

Pacific Oak, “2021 Real Estate Opportunities”

Speaker:

Keith Hall, Co-Founder, Pacific Oak

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.

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1:00 pm – 1:55 pm

Panel Discussion

Moderator: Chris Shaw, SS&C

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2:00 pm – 2:25 pm

SS&C

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2:30 pm – 2:55 pm

ExchangeRight

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3:00 pm – 3:55 pm

Panel Discussion

Moderator: Jay Steigerwald, Ashford Securities

Wednesday, March 10

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10:50 am – 11:00 am

Welcome

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11:00 am – 11:25 am

Sealy & Company

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11:30 am – 11:55 am

UMB Institutional Banking

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12:00 pm – 12:55 pm

Panel Discussion

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1:00 pm – 1:25 pm

Bluerock, “Bluerock’s 2020 Review and Bullish Outlook for Institutional Private Real Estate

Speaker:

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.

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1:30 pm – 1:55 pm

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

Speaker:

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.

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2:00 pm – 2:25 pm

WealthForge

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2:30 pm – 2:55 pm

Blackstone Group

Speaker:

Raleigh Peters, Managing Director, Blackstone Private Wealth Solutions, Global Strategic Partnerships

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3:30 pm – 3:55 pm

Bourne Financial

Thursday, March 11

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10:50 am – 11:00 am

Welcome

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11:00 am – 11:25 am

Strategic Capital Fund Management

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11:30 pm – 12:25 pm

Panel Discussion

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12:30 pm – 12:55 pm

CIM Group

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1:00 pm – 1:25 pm

SmartStop Self Storage REIT

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1:30 pm – 1:55 pm

NexPoint

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2:00 pm – 2:55 pm

Industry Discussion

   Raleigh Peters, Managing Director, Blackstone

   Stacy Chitty, Managing Partner, Blue Vault

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3:00 pm – 3:25 pm

The Entrust Group

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3:30 pm – 3:55 pm

iCapital Network

Friday, March 12

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10:50 am – 11:00 am

Welcome

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11:30 am – 11:55 am

Orion

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12:00 pm – 12:55 pm

Keynote Presentation, CAIS

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1:00 pm – 1:55 pm

Panel Discussion

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3:00 pm – 3:55 pm

Panel Discussion