Perspective of a Public Accounting Firm & Independent Valuation Company
February 21, 2013
Moderator: Scott Smith, FactRight LLC
Presenter: Ken Riggs, RERC
Brian Ruben, Deloitte
John Solomon, Deloitte
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REIT Valuations - A Sponsor's Perspective
November 28, 2012
Moderator: Tony Chereso, FactRight LLC
Presenter: Keith Allaire, Robert A. Stanger & Co., Inc
James Steuterman, ARC Property Trust, Inc.
Kevin Shields, Griffin Capital Corporation
Brian Block, American Realty Capital, Inc.
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Wednesday, June 6, 2012
Alternatives and their Tax Benefits
Moderator: Greg Mausz, Investaire LLC
Speakers: Rick Vitale, AEI Captial Corporation
Matt Iak, US Energy Development Corporation
Joe Luby, Certified Financial Planner/Author
Keith Lampi, Inlant Private Capital Corporation
Dan Rael, Cypress Capital Corporation
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Wednesday, April 25, 2012
RIAs Using Public and Private Direct Participation Programs
Moderator: Greg Mausz, Investaire LLC
Speakers: Rajeev Kotyan, NUA Advisors
Michael Bryan, Triad Advisors, Inc.
Craig Rollins, LJCooper Wealth Advisors
Stephen Shea, VII Peaks Capital, LLC
Jeremiah Silkowski, SQN Capital Management
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Wednesday, February 29, 2012
Will Congress and the President Reform Reg A and Reg D in 2012?
Legislative updates with a focus on Reg A.
HR. 1070 and S. 1544
HR. 2167 and S.1824
HR. 2930
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Thursday, August 11, 2011
Demystifying MFFO
Moderator: Tony Chereso, FactRight LLC
Speakers: Brian Block, American Realty Capital
Mark Goldberg, W.P. Carey & Co.
Nethea Rhinehardt, FactRight LLC
Kevin Shields, Griffin Capital
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Thursday, July 21, 2011
Dodd-Frank Bill Update
Moderator: Bill Winn, Passco Companies
Speakers: Kamal Jafarnia, Realty Capital Securities
Craig M Porter Rollins, LJCooper Wealth Advisors
Darryl Steinhause, Luce Forward
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Wednesday, July 13, 2011
Social Media for Financial Services
Moderator: Michael Fugler, ASG Securities Inc.
Speakers: Davis Janowski, Investment News
Amy Sochard, FINRA
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Thursday, May 19, 2011
Sponsor Performance Methodologies & Practices
Moderator: Kevin T. Gannon, Robert A. Stanger & Co.
Speakers: Anthony Chereso, FactRight LLC
Brian Jones, American Realty Capital
Nicholas S. Schorsch, American Realty Capital
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Wednesday, April 6, 2011
REISA Regulation D Best Practices
Moderator: Rick Chess, Chess Law Firm
Speakers: Tony Chereso, FactRight LLC
Patricia DelRosso, Inland Private Capital Corporation
Darryl Steinhause, Luce Forward
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Thursday, March 10, 2011
An Introduction to Behavioral Advice
Presenter: Chuck Wachendorfer
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Thursday, February 17, 2011
Dodd-Frank Bill Implementation
Moderator: Marty Jenson,
Speaker: Louis Harvey,
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Thursday, January 27, 2011
2011 Economic Predictions
Moderator: Tim Snodgrass, Axxcess Capital LLC
Speakers: Bob Bach, Grubb & Ellis
Carolyn Tiffany, Winthrop REIT
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Wednesday, November 17, 2010
Using Tax Returns to Generate Business
Moderator: Mark Cesare, Chrysalis Capital Group LLC
Speakers: Michael Miller, Sigma Financial Corporation
Clark Gardner, Sammons Securities Co. LLC
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Thursday, September 23, 2010
Topic: CCIM Designation
Moderator: Alison Jannotta, OMNI Brokerage Inc.
Speakers: Richard Juge, CCIM Institute
Michael Lunn, CCIM Institute
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Tuesday, August 31, 2010
Topic: The Myth of Forgiveness of Debt and the Taxable Event: How to Clarify the Tax Consequences of a Failed TIC
Moderator: William Sours, OMNI 1031 Brokerage
Speakers: D. Richard Dance, 1031 Exchange Coordinators
Jennifer Keen, IPX 1031 Exchange Services
Timothy C. Nichols, Rainier Properties LP
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Thursday, August 26, 2010
Topic: Financial Reform Bill & You
Moderator: Bill Winn, Passco
Speakers: Brandon Balkman, REISA
Shanon Ford, Pacific West Securities
Deborah Froling, Arent Fox LLP
Francis Grab, Washington Council Ernst & Young
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Wednesday, June 23, 2010
Topic: Is an Unexpected Change in Your Future? Look Before You Jump!
Moderator: Mark Cesare, Chrysalis Capital Group LLC
Speakers: Jodi Johnson, Financial Advisers of America
Todd Pack, Break Through Advisers (BTA)
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Friday, May 14, 2010
Topic: FINRA Notice 10-22
Moderator: Matt Fries, Questar Capital Corporation
Speakers: Deborah Froling, Arent Fox LLP
Todd Snyder, Snyder Kearney LLC
Wayne Souza, Walton International Group Inc.
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Wednesday, April 28, 2010
Topic: How to Keep Your Best Clients
Moderator:William Swayne II, WMS Financial Planners
Speaker: Dr. John Rhodes, CNL Capital Markets Corp.
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Thursday, March 25, 2010
Topic: Energy Legislation 2010: Proposals and Their Consequences
Moderator: DeVonna Murrin, Empire Securities
Speakers: William Barr II, NGAS
Meredith Traudt, FactRight
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Thursday, January 21, 2010
Topic: Deconstructing REITs
Moderator: Thomas G. Voekler
Speakers: Mark Decker Jr.
Craig M. Porter-Rollins
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