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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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*This site contains educational content provided by third parties.  NuView Trust does not endorse, recommend or approve any of the companies or individuals or investment vehicles or strategies that may be discussed.  NuView Trust encourages clients to seek legal or tax advice as necessary and to perform their own due diligence before engaging in any investment vehicle or strategy.