WEBINAR

Why Private Offerings Are So Critical for Your Clients

July 18, 2019 @ 2:00 pm - 3:00 pm

Moderator(s): Kirk Montgomery

Panelist(s): Don Deans, Bill Leitner, Clive Slovin

« All Events

This event has passed.

Why Private Offerings Are So Critical for Your Clients

July 18, 2019 @ 2:00 pm - 3:00 pm

Private offerings have completely evolved, and there are reasons they are instrumental for today’s skilled financial advisor. Find out why by viewing this webinar, the first in a series of webinars on private offerings. Kirk Montgomery, Managing Partner of Kirk Montgomery Law, LLC and industry veteran, moderates a panel discussion featuring Don Deans of Sixty West, Bill Leitner of Leitbox Portfolio Partners, and Clive Slovin of The Strategic Financial Alliance, Inc.

Download the slides here.

Details

Date: July 18, 2019
Time:
2:00 pm - 3:00 pm
Event Categories: Leitbox, Sixty West, Webinars

Organizer

Blue Vault Events
Phone 877-256-2304
Email Events@BlueVaultPartners.com

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Kirk Montgomery

Managing Partner Kirk Montgomery Law, LLC Moderator

Don Deans

Director of National Accounts Sixty West Panelist

Bill Leitner

Founder Leitbox Portfolio Partners

Clive Slovin

President & CEO The Strategic Financial Alliance, Inc. Panelist

Recent

Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s

Oct 19, 2023

Bluerock Fund Advisor and the Bluerock Total Income+ Real Estate Fund (“Bluerock TI+ Fund,” “Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX), the largest real estate sector interval fund, today announced it has won the Money Management Institute (MMI) / Barron’s Asset Manager of the Year (AUM <$25B) Award for 2023...

Cantor Fitzgerald Infrastructure Fund Announces Third Quarter 2023 Distribution

Oct 18, 2023

Cantor Fitzgerald Infrastructure Fund (the “Fund”) announced a thirdquarter distribution of $0.0696 per Class A share (NASDAQ: CAFIX), $0.0693 per Class C share (NASDAQ: CFCIX) and $0.0696 per Class I share (NASDAQ: CFIIX)…

SmartStop Opens New Self-Storage Facility in San Gabriel, California

Oct 18, 2023

SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that it has opened an approximately 78,000 square foot storage facility in San Gabriel, California….

7 Top SEC Exam Priorities for 2024

Oct 18, 2023

The Securities and Exchange Commission has released its 2024 examination priorities to inform investors and registrants of the key risks, exam topics and priorities that the division plans to focus on in the upcoming year…

Most Popular

Blackstone REIT’s Share Redemptions Story Far From Over

Oct 18, 2023

One of the hottest topics in the nontraded REIT space, beginning in November 2022, has been the share redemption requests submitted by the shareholders of Blackstone Real Estate Income Trust (“BREIT”) and the REIT’s capping of repurchases at 2% of aggregate NAV per month and 5% per quarter…

Advent of Change

Oct 18, 2023

“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence….

Legitimizing Your Firm

Oct 18, 2023

Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…