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- What do Q1 and Q2 market trends/performance indicate for the remainder of 2019?
- Publics vs. privates: Which are capturing the lion’s share of investors’ dollars? Why?
- To what degree is the Non-Listed Alts market expanding vs. being cannibalized?
- Non-Listed REIT sales are experiencing a renaissance: Will this continue? Are there common denominators amongst the products seeing an increase in sales over those that are not?
- Is the traditional Non-Listed REIT structure extinct?
- What’s driving burgeoning private placements? What are market expectations this year?
- 2018 was a record year for Interval Fund launches: How many can this market sustain? What are notable capital raising trends? How are they performing?
- What is the latest in how sponsors are effectively using structure to attract retail capital?
- To what degree have tax changes impacted product structures?
- Qualified Opportunity Zones: How much capital has been raised and among how many assets/programs?
- What new products are in registration? Anything noteworthy? Who are the new entrants?
- To what degree has the market bifurcated into large vs. small product sponsors? Will this trend continue? If so, what are the possible consequences?
- Distribution: Notable trends across independent broker/dealer; RIA; and wirehouse channels
- With a resurgence in capital raising and product launches, where is the Non-Listed Alts industry headed? Will we see a heightened battle of the products for investor dollars?
- Perpetual vs. lifecycle – a distinction without a difference? What makes a product perpetual vs. lifecycle? Which makes sense for sponsors vs. retail investors?
- Product structuring: What further innovation will there be? What will be key features to expand the capital base?
- Are retail investors focusing more on investment strategy vs. product structure at this stage in the cycle?
- What is your strategy for getting retail investors’ capital back?
- Has the current Administration/policy impacted your investment strategy/returns?
- What asset classes are you favoring in this market? Should sponsors specialize?
This session offers insights into which asset classes/investment strategies offer the best mid-long-term investment potential and market downturn protection. First we examine the macro-economic outlook at what it means for CRE (commercial real estate) and credit-related investments. Secondly we analyze key demographic/lifestyle trends and technological advancements that are changing the use of real estate and, ultimately, what it means for CRE investment.
- Are we headed towards recession? What signals are there? When will the current cycle end? National vs. local cycles: What sectors would hold up in a down-cycle?
- What macro-economic trends and fiscal policy – domestic and international – will likely have the greatest impact on CRE/credit-orientated investments in the next year?
- Curtailed immigration: The impact of shortages in labor, renters, buyers on assets/markets
- Ride sharing and driverless cars: Has there been a discernable impact on retail, offices, residential communities, parking lots?
- Are innovators in property (re)development to meet the changing needs of Millennials/Seniors in living, working, commerce, leisure and health-related real estate seeing dividends?
- Which asset types are garnering significant investor interest based on evolving demographic and social trends?
- Which asset types/markets are the ones to watch for the greatest investment potential over the next 3-7+ years, particularly when factoring in the macro-economic outlook? Which offer greater downturn protections than others?
John Mark Ramsey
- What data should IBDs and RIAs request from sponsors and how often?
- What can sponsors do to provide better quality data to their distributors? What steps can be taken to improve data quality standards overall?
- What intermediary software is available for sponsors to provide better quality data to distributors for billing/recording purposes?
- Arriving at Net Asset Values to report on customer statements
- Best practices in 3rd party due diligence firms working together with sponsors and IBDs/RIAs
- Best practices in sponsors and RIA/IBD due diligence officers working together
- What opportunities remain in QOZs? Are properties/land now overpriced?
- What are the incentives for sponsors to invest in QOZs? What is the latest from the IRS?
- How can/are QOZs being used? What can be learned from the first to launch? What have been their investment strategies? Who’s launching them? Who’s putting $ in?
- What has been the impact of QOZs on CRE investing? Is it/will it take market share from other products or will it expand the size of the market?
- Breaking down the risks of QOZ investments for sponsors
- What are the QOZ product structuring considerations? Does the REIT structure offer any advantages over other structures?
- What are the QOZ due diligence factors for sponsors? How are sponsors underwriting deals?
Jason K. Cordon
- Non-Listed REIT/BDC sales are up and Non-Listed REITs are outperforming Traded REITs: What’s driving this? What’s on the horizon that could further impact this in the next year?
- What are the pros/cons of Non-Listed vs. Listed REITs for retail investors? For sponsors? Operationally is there a difference? Why should sponsors/retail investors choose one over the other today?
- How does the new industry index compare to previous indices used to track industry performance? How many different indices can you match? What’s the best metric to measure industry performance?
- Is more measurable industry performance a game changer for this market?
- What are the key features of the Non-Listed REITs/BDCs that are raising capital vs. those that are struggling? Of those that are outperforming their industry counterparts?
- Lifecycle vs. NAV REITs: How do their pros and cons compare? If asset fees are cut how do entities support themselves? How to make $ out of NAV funds with no liquidity event?
- Are lifecycle liquidations a thing of the past? What are the exit options for this industry today? How are sponsors returning capital to investors? Are mini-tenders becoming a thing of the past?
- How has the value proposition of Non-Listed REITs/BDCs changed for retail investors? How are distributors effectively educating investors on the new products and performance expectations?
- After a strong 2018 and start to 2019, what’s next for this industry?
- What are recent innovations within the Private Placement market? What are sponsor strategies for making money today?
- What has been recent exit activity? How to exit, especially in this stage of the cycle? Is now the time? How are Private Placement sponsors returning capital to retail investors?
- Is a private offering necessarily “riskier” than a public one? What do distributors need to understand about Private Placements?
- How can distributors effectively navigate the rapidly increasing number of offerings?
- As a distributor, what do you look for in private offering documents? What will make it onto your platform vs. not? How can sponsors improve the reception of their offerings?
- How are distributors ensuring suitability? For offers with no income or net standards, do you have guidelines for what a default income and net worth standard would be? What other factors do you consider important in making a suitability determination?
- Accredited Investor definition: The latest on potential changes and possible implications
- What are Private Placement sponsor best practices in financial reporting? How can accuracy and transparency be improved upon?
- As a sponsor, how valuable has the due diligence process been in understanding what aspects of an offering are appealing to distributors?
- What aspects of your offering(s) are particularly resonating with distributors? How can sponsors effectively communicate the strengths of their offerings?
- When structuring an offering, when do you involve your wholesaling team in the process? How valuable is their input in designing an offering?
- What advice would you give prospective sponsors considering entry into this space?
- How can distributors effectively navigate and differentiate between the growing array of Interval Fund offerings?
- How do the investment strategies and targeted assets of Interval Funds compare? What innovation are we seeing in newly launched products? What is attracting investor capital?
- Interval Fund pricing methodologies and valuation: What distributors need to understand
- Performance: Are there commonalities between strong performers? How are Interval Funds faring against other Non-Listed Alts?
- What investment challenges do the liquidity requirements of Interval Funds create for sponsors and how are they managing this?
- How should financial advisors use interval funds in an investor’s portfolio? What should they look for in the offering document?
- What due diligence processes are unique to Interval Funds at the sponsor and product level compared to Non-Listed REITs, BDCs or DPPs? Do Interval Funds have certain aspects that are attractive to due diligence officers relative to other Non-Listed Alts? How can a sponsor effectively communicate the strength of its Interval Fund offering to due diligence officers?
- What are the economics of launching and running Interval Funds while getting to scale? How long do sponsors need staying power for? What fees are charged by Interval Funds, both at the point of sale and on an on-going basis?
- Once at scale, how are sponsors expanding their platform to cover overhead? What are common obstacles and how to overcome them?
Trending Topics: An Introduction
We are introducing a new session format to this year’s program. The following two sessions are intended to be more of an instructional overview on a trending topic, offering critical insights into the subject matter.
This session will address the latest on the SEC’s Regulation Best Interest as well as various state-level initiatives for more stringent standards for brokers and advisors as they stand at the time of this event.
- Regulation Best Interest: The current status
- The latest on state-level initiatives
- Key differences between the Fiduciary Rule and Regulation Best Interest; What are practical considerations in making the shift from the former to the latter?
- What is the potential impact on Non-Listed Alts as the currently proposed standards stand? To what degree can such standards impact the suitability and sales of such products?
- Will the retail distribution industry drastically narrow their approved product line in response? If so, what will remain on product platforms vs. be dropped?
- What do product sponsors need to consider?
- Where will Regulation Best Interest and state-level initiatives end up? How should distributors respond? How to guide the industry to consistent standards that everyone can work with?
- The SEC’s focus on Environmental, Social and Corporate Governance (ESG) and sustainability issues: What does this mean for sponsors and distributors? What else can we expect from the SEC on ESG and sustainability and when?
- Are distribution channels placing greater emphasis on ESG and sustainability issues when selecting products/sponsors for their platforms? Is a portion of their product selection dedicated to ESG/sustainability-focused offerings?
- What sponsor-level and product-level ESG/sustainability information are distributors requesting from sponsors?
- To what degree are ESG and sustainability issues impacting retail investors’ investment decisions? Where is this heading and what do sponsors need to consider?
- Sustainability/ESG oversight/management/reporting; What more can product sponsors be doing to incorporate such initiatives/disclosures at the company level and product level?
This new addition to the program is open to ALL attendees. Attendees are highly encouraged to submit questions/topics in advance. Pre-registration is recommended. To register and to submit discussion points, please email email@example.com.
Our panelists compare and contrast the (dis)advantages of private structures vs. public structures against the backdrop of the current regulatory and economic climate and late stage market cycle. Both the product sponsor and distributor perspective will be addressed.
- What are the pros/cons of private vs. public offerings for sponsors in the current climate? How have the realities of launching a private vs. public offering changed in the past 12 months?
- Upfront/ongoing costs; fees; time/effort involved; timeframes, etc.: How do they compare between private and public structures? How significantly does the process differ in structuring an offering, depending on whether it is public or private?
- Assessing the pros/cons of public and private structures for retail investors; How important is financial transparency? Are retail investors currently favoring one over the other? What are the capital raising considerations for each?
- As a distributor, what are your firm’s practices for ensuring suitability? Does it differ between public and private offerings? What do you look for when reviewing a private vs. public offering document? What advice would you give sponsors to improve the reception of their offerings?
- Does investment strategy/target asset class(es) factor into the private/public decision?
- Documentation/compliance/legalities/governance; Is there anything on the regulatory horizon that could impact public and/or private structures?
- What is the business case for prospective sponsors to launch a private/public offering vs. invest deal-by-deal? Assessing deal-by-deal as a stepping stone vs. primary investment model today
- End game plan/exits
- How comfortable are you with Qualified Opportunity Zone (QOZ) investments? How are your family office/HNW/retail investor clients viewing such products?
- Are QOZ investments worth the hype? Worth the risks of investing in a challenged environment? What are the true tax benefits, especially in environments where prices have risen significantly?
- How do QOZ investments compare to 1031s/DSTs as a tax-advantage investment?
- Aside from the tax advantages, what are the incentives for family offices/HNW/retail investors to invest in QOZ products? What are the other key selling points?
- What are the due diligence considerations? How to determine if a sponsor has the sufficient experience? What are QOZ investment/sponsor red flags for you?
- What advice would you give to sponsors looking to raise capital for their QOZ investment products from the retail channel?
- What advice would you give RIAs/IBDs now considering QOZ investment products for their clients?
- What factors will have the biggest impact on IBDs selling Non-Listed Alts over the next year?
- What should IBDs’ platforms look like at this stage in the cycle? What products to add/scale back on? Should there be further diversification?
- What do sponsors need to better understand about IBD allocations?
- What investment strategies are garnering most of your attention? Qualified Opportunity Zones (QOZs)? ESG? Impact Investing? Single-asset investment strategies? Other?
- How are you viewing QOZ products? Are you selling any? What are your due diligence processes?
- Sponsors/products: Any recent changes in selection criteria/due diligence processes? What are your metrics when evaluating a new product/sponsor for your platform?
- Are you revisiting your risk parameters in the current economic climate/late cycle stage?
- How can IBDs help reps protect themselves in a frothy market? What guidance are you giving on what to sell/not sell? How should advisors be advising their clients at this stage in the cycle?
- What are you hearing from your reg reps? What do retail investors want today?
- How are you educating retail investors on the place of Non-Listed Alts in their portfolio? To what degree do your clients now accept such investments as being integral to their portfolio? Is there a difference between generations in the education and acceptance of Non-Listed Alts?
- What are the unique challenges for sponsors of distributing Non-Listed Alts via the RIA network? How does it differ to distributing via IBDs?
- Understanding RIAs’ operational challenges in offering Non-Listed Alts to their clients: Due diligence/underlying investment evaluation; reporting; compliance; tax issues; paperwork processing; educating clients
- How can sponsors help RIAs overcome such operational challenges? What other resources are available for RIAs? What is the learning curve that RIAs have about Non-Listed Alt products? About the due diligence process? How can sponsors help?
- Expanding RIA and wirehouse interest in your Non-Listed Alt product: Do’s and don’ts
- Developing products that fit the RIA and/or wirehouse mold: What are must-have features?
- Forming relationships and communicating with RIAs: How is this process different to that with IBDs? What do wholesalers and national accounts managers need to understand and do in their approach to and ongoing communication with RIAs? How can sponsors better train their sales teams to work with RIAs?
- Getting on custodial platforms: What are the key considerations/steps for Non-Listed Alts sponsors? What are the steps for sponsors to properly structure relationships with custodians? How are custodians viewing Non-Listed Alts today?
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Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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