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Focus on Alternatives: Investing in technology

Jason Kavanaugh, president and CEO at Concorde Investment Services, discusses the role technology plays today for broker-dealers and RIAs, including evaluating the options available, what progress has been made for alternative investments, how to integrate systems with financial advisers, and more. (01/2018)

Shop Talk: Where CRE execs would invest a theoretical $1 billion

The 2018 Real Confidence Executive Survey — which asks participating executives where they would allocate a theoretical $1 billion in CRE investments to maximize their 2018 returns — has been released by Altus Group. Chuck DiRocco, director of research for the Washington, D.C., firm joins us to review the results. (01/2018)

Webinar: IPA/Real Assets Adviser: Understanding and Maximizing the Rise of Closed End Interval Funds

This call, moderated by Mike Consol, editor of Real Assets Adviser, focuses on expanding our collective due diligence capabilities by examining major differences between closed end fund structures. We examine different types of closed end funds and take a closer look at the assets inside the structure. Panelists are Randy Anderson, chief economist at Griffin Capital Corp., John Guthery, managing director, product and marketing at Provasi Capital Partners, and Justin Milberg, managing director at Resource Financial Fund Management. (01/2018)

Focus on Alternatives: Cheri Tree on BANKCODE

Cheri Tree, founder and CEO of BANKCODE, and author of Why They Buy, discusses the concept of the B.A.N.K. acronym, how using it has affected her practice, the science behind the methodology, how you can find out your own code, and more. (01/2018)

Shop Talk: North American real estate forecast 2018

Indy Karlekar, head of global research at Principal Real Estate Investors, and Doug Poutasse, executive vice president and head of strategy and research at Bentall Kennedy, offer their prognostications on how the real estate sector will perform in 2018 and beyond, as well as where the best opportunities are likely to be found. (01/2018)

Shop Talk: Turning millennials into financial advisers

Some 43 percent of financial advisers are older than 55, and the ranks of advisers in the United States has plummeted from 325,000 to 285,000 in just six years, a 12 percent decline. Young people simply have not been attracted to the industry in sufficient numbers. Max Winthrop, the 29-year-old CEO of Winthrop Wealth Management, and brother Lucas Winthrop, the firm's 27-year-old COO, discuss the problem — and its solution. (01/2018)

Focus on Alternatives: Michael Komenda on NAV REITs

Michael Komenda, head of product strategy at Cole Capital, discusses NAV REITs, including how they differ from traditional non-traded REITs, their valuation process, enhanced liquidity feature, and more. (01/2018)
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