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Current Opportunities, Evaluation Practices & Market Developments for Alternative Investments

July 2, 2021

Listen as welcome this week’s guest speaker, Brad Updike, from Mike Law, P.C.

During this presentation, Brad will discuss non-traded alternative investments in terms of product opportunities, due diligence best practices, and current market developments. Among the questions and topics that will be explored include:

– What are the most popular types of alternative investment programs being sold today by broker-dealers and registered investment advisors;

– What best practices are currently being used by experienced due diligence professionals to vet, evaluate, and underwrite program sponsors and their products;

– What are the market and taxation developments affecting real-estate oriented investment products today; and

– What are the recent market and taxation developments affecting energy-related investment products?

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