Archived Webinars


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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