We are pleased to announce the dates for our New York Non-Traded REIT & Retail Alternative Investment Symposium: June 29-30, New York, NY. The retail alternative investment industry, Non-Traded REITs and BDCs in particular, have posted strong returns over recent years. However, the industry has not been without its distractions and challenges and it continues to evolve at a dynamic rate.
New FINRA pricing rules for illiquid investments come into effect in April – dramatically impacting both product sponsors and independent Broker/Dealers and their advisers.
The Department of Labor (DOL) is finalizing its Fiduciary Rule which, anticipated to come into effect this year, could substantially alter the business environment for Non-Traded REIT & BDC securities.
Against this backdrop of change, another private equity giant is considering entering the Non-Traded REIT market.
What does all of this ultimately mean for product sponsors, IBDs/RIAs and retail investors? What should industry stakeholders now be doing to prepare?
Join industry heads June 29-30 in New York as we discuss these critical issues and others.
Who should attend
- Broker Dealers
- Financial Advisory Firms
- Financial Planners
- Non-Traded REITs