Join Scott Smith in this 20-minute live segment where we’ll break down the best way to nail a club review. We’ll walk you through the questions you should be asking, the information you need to collect, and where to find answers. Led by experts who have reviewed thousands of alternatives, this webinar is all about focusing your review, anticipating trouble spots, and confirming your value to your client.
During this webinar, we’ll cover:
• Which questions illuminate an issuer’s character as well as history
• What criteria to consider when reviewing prior performance
• Benchmarks to apply when appraising risk vs. reward
• The four determinants for deciding whether to invest
Presented by Scott Smith, JD, President & CEO of FactRight
Join Scott Smith for an interactive webinar focused on how to add alternatives to your platform without increasing your risk or hustle.
Among the topics discussed are:
- The SEC’s recommended best practices on alternative due diligence
- Where to find reliable, real-time information on alternatives
- How to lower your risk and avoid compliance landmines
You’ll benefit from this webinar if you…
- Feel you’re struggling with how to grow your business strategically
- Worry that success in alternatives costs too much time and resources
- Want more clarity as you begin the new year
Presented by Scott Smith, JD, President & CEO of FactRight
Over the last few years FactRight has reviewed a number of investment programs that offer investors mining and conservation easement options. As part of these investment programs, product sponsors engage a consulting geologist to complete a mineral valuation report, which the product sponsor relies on to project investor returns and estimate the value of a conservation easement. Because of the significant role the mineral valuation report plays in the offering and FactRight’s commitment to providing a detailed assessment of offering risks, FactRight has engaged Dr. Andrew Schissler, professor of practice at the Colorado School of Mines to perform independent assessments of sponsor-obtained mineral valuation reports for these types of investment programs in the future.
Join us on this webinar to learn more about:
- Why mineral valuations are important when considering mining and conservation easement strategies
- How Dr. Schissler assesses the estimated value of mineral rights
- The key due diligence considerations to consider when reviewing investment programs that have a mining strategy
Presented by Russell Putnam, Analyst at FactRight and Andrew Schissler, Professor at Colorado School of Mines
FactRight’s own Jake Heidkamp reviews current financial highlights, and provide in-depth assessments of pending shareholder actions and strategic transactions affecting former AR Global-sponsored programs, including:
- ARC Hospitality
- AR Global Trust II
- American Finance Trust
- ARC Healthcare Trust III
- ARC New York City REIT
- ARC Retail Centers of America
Get up to date information on the AR Global programs that are at critical operational crossroads so that you can best inform and advise your clients.
Presented by Jake Heidkamp, Analyst at FactRight
Join FactRight’s own Chari Graham as she leads a discussion with Kristy Grant-Hart, Author, Compliance & Ethics Consultant, Speaker on The Economics of Integrity.
In this lively webinar, you’ll hear about the financial, emotional, and reputational cost of companies acting without integrity, and then learn specific, immediately actionable ways to build the high-trust corporate environment essential to building a great work culture.
Presented by Kristy Grant-Hart, Managing Director of Spark Compliance Consulting
With three issuers recently listing on the New York Stock Exchange or NASDAQ, Regulation A+ is proving to be an efficient and cost-effective method to raise up to $50 million dollars and a stepping stone to becoming a public company.
Things have certainly changed. Before the JOBS Act, Regulation A was a dormant tool for small issuers to raise capital. Now we see it as a basis for many issuers to raise capital by launching a mini-IPO.
How will these Reg A+ opportunities affect you and your business? Join FactRight’s own Brandon Raatikka as he leads a panel discussion with securities lawyers Scott Andersen and George S. Georgiades on the Rise of the Mini-IPO: The Road to NYSE and NASDAQ Using Regulation A+
When it comes to conducting due diligence on asset managers, many investment professionals are doing it wrong. They are focusing too heavily on a standardized documentation process — on collecting the right documents — and not enough on actual investigations.
If you want to build critical qualitative analysis in your diligence on a manager, understand why models are inherently limiting in the diligence process, and supplement your current diligence process with tactics from the experts, watch Rethinking Due Diligence and Manager Selection.
Join our presenter Tom Brakke to learn:
- Why a manager’s historical performance is a poor guide for future results
- How not to fall into a manager’s “narration creation” trap
- The importance of refocusing manager’s discussion from what they do and how they do it
Hosted by Scott Smith, President & CEO of FactRight
Almost everyone agrees on the necessity of tax reform, but how will the proposed “Better Way” affect the commercial real estate market? Join Scott Saunders, a 28-year veteran of 1031 exchanges, to learn about the market impact of immediate expensing, the elimination of the business interest deduction, and the border adjustment tax. Scott will also discuss the latest developments regarding the elimination of 1031 exchanges and how this may affect investors.
Presented by Scott Saunders
Do you know how a sponsor’s business really operates? Does it matter? According to FINRA’s last two exam priority letters, it does. But if you’re thinking you don’t know anything about IT controls or HR regulations and you don’t have time to figure it out, don’t worry. This is FactRight’s webinar on best practices for operational control due diligence. Join us to learn more about what agreements and procedures to review and what types of questions to ask.
Presented by Kathryn Stephany