2020 Real Assets Adviser – Editorial Advisory Board Meeting (VIRTUAL)

2020 Real Assets Adviser – Editorial Advisory Board Meeting (VIRTUAL)

December 14 - 17, 2020 | Virtual Platform

The 2020 meeting of the Editorial Advisory Board for Real Assets Adviser magazine is an exclusive gathering of investment industry leaders designed to create a private environment that fosters open and stimulating dialogue. The objective is to exchange ideas, create new connections between board members, and cultivate feedback that drives the content of the magazine, as well as its related podcasts, videos and events for the next calendar year. Marketing is strictly prohibited. Board meeting content and discussion are confidential and for the benefit of participating board members only.

This is an invitation-only conference. Those eligible to attend must be invited editorial board members, Platinum Sponsor organizations, or a member of the Real Assets Adviser staff.

To learn more about serving on the editorial board or becoming a Platinum Sponsor, please visit our Sponsorship & Advertising webpage or contact Brooke Heffington at +1 925-365-7165 or

  • Board/Speakers

The following is a list of our current 2019-2020 Editorial Board Members for Real Assets Adviser:

Mary Adams
Defined Contribution Real Estate Council

Alexander Anderson
Time Equities Inc.

James F. Apostol
Pacific Pension & Investment Institute

Frederick Baerenz
AOG Wealth Management

Mike Bendix
DFPG Investments, Inc.

Keith Black
Chartered Alternative Investment Analyst (CAIA) Association

Dale Brown
Financial Services Institute (FSI)

Anthony Chereso
Institute for Portfolio Alternatives (IPA)

Jim Condon
Strategic Capital Fund Management

Craig Covington, CAIA
Discipline Advisors, Inc.

Steve DiMaio

Howard Friedman
Citi U.S. Pension Investments

John P. Harrison
Alternative & Direct Investment Securities Association (ADISA)

Jonathan W. Hipp
Avison Young U.S. Capital Markets Net Lease Group

David Johan
Doceo Wealth, LLC

Karlton Kleis
Arete Wealth

Rajeev Kotyan
Innovative Advisory Group

Daniel A. Kreuter
Gladstone Group Inc.

Michelle Mathieu
Fulcrum Capital

William McCance
Trust Advisory Group, Ltd.

Abby McCarthy

Wayne McCullough
Benchmark Private Wealth Management

Craig Merkt, JD
Calton & Associates, Inc.

Bryan Mick
Mick Law P.C. LLO

Sean Morris
CIM Group

Rick Murphy
Berthel Fisher & Company

Braulio Nieves Roman
Pariter Wealth Management Group, LLC

Charles F. Reiling III
Coastal Equities, Inc. & Coastal Investment Advisors, Inc.

Aaron Rosen

R. Lawrence Roth
RLR Strategic Partners

Laura Sexton
AI Insight Inc.

Clive Slovin
SFA Partners

Todd Van Pelt
Cambridge Investment Research

Roger Wadsworth
The National Due Diligence Alliance (TNDDA)

Benjamin Webb

Darren Whissen
Atomi Financial Group, Inc.

Daniel Wildermuth
Kalos Financial

Firm representative pending
Benefit Street Partners

Firm representative pending


  • Hotel & Venue

Virtual Platform


  • Contact

Brooke Heffington
Managing Director, Real Assets Adviser or +1 925-365-7165

Lucero Jaramillo
Conference Director or +1 925-244-0500, ext. 130

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