Sponsorship Information
PRESENTING SPONSORS American Realty Capital (“ARC”) is a full-service real…
PRESENTING SPONSORS
American Realty Capital (“ARC”) is a full-service real estate advisory firm providing institutional investment management to individual investors. ARC sponsors a variety of securities offerings and maintains a platform for customized TIC and multi-property DST solutions. ARC was formed by Nicholas S. Schorsch and William M. Kahane with the vision of building the firm into the nation’s preferred acquirer of net leased properties. Both Mr. Schorsch and Mr. Kahane have extensive backgrounds in real estate and capital markets with expertise in transaction structure, capital raising and formation. Collectively, ARC’s executive team has acquired over $7 billion of net-leased real estate.
Founded in 1979, Cole Real Estate Investments is one of the most active investors in core real estate assets, managing one of the country’s largest portfolios of retail properties.
Cole primarily targets net leased single-tenant and multi-tenant retail properties under long-term leases with high credit quality tenants, as well as single-tenant office and industrial properties. Cole executes a conservative investment and financing strategy designed to provide investors with the opportunity for stable current income and capital appreciation. Today, Cole related entities own 49 million square feet of commercial real estate in 46 states with a combined acquisition cost over $8.3 billion.
Franklin Square is a national sponsor and distributor of alternative investment products structured for the mainstream investor.
Founded in 2007 by an experienced group of alternative investment industry professionals, Franklin Square’s goal is to bring the benefits of an institutional-class investment portfolio to investors through exposure to innovative alternative investment products managed by what it deems to be best-in-class alternative asset managers.
Franklin Square believes that institutional investment portfolios, with their access to the strong return potential and diversifying power of alternative assets, are better-suited to manage risk and generate above-market returns than their traditional counterparts. Its first product, FS Investment Corporation, invests in senior debt of private companies. It was the original non-traded Business Development Company (BDC) offered on the market. Its second product, FS Energy & Power Fund, is a non-traded BDC that invests in the debt and equity of private U.S. companies in the energy and power industry.
Franklin Square distributes its sponsored financial products to the broker-dealer community through its affiliated wholesaling broker-dealer, FS2 Capital Partners, LLC. For more information, please visit franklinsquare.com.
Grubb & Ellis Equity Advisors, LLC is the primary investment and asset management subsidiary of Grubb & Ellis Company (NYSE: GBE), one of the largest and most respected commercial real estate services and investment companies in the world. Grubb & Ellis Equity Advisors provides comprehensive real estate services, including acquisition, disposition, advisory and asset management services, to real estate investment programs sponsored by Grubb & Ellis Company, including non-traded real estate investment trusts.
Grubb & Ellis Equity Advisors manages a growing nationwide portfolio of commercial real estate, primarily comprised of medical office buildings, hospitals, skilled nursing facilities and other healthcare-related facilities. The company is one of the nation’s most active buyers of medical office and other healthcare-related real estate in the country; its executive management has acquired or sold more than $13 billion in commercial property since 2000.
Natixis Global Asset Management is a $772 billion firm (as of 6/30/11) with a multi-boutique structure. Through this structure we’re able to offer financial professionals a single point of access to a diverse range of specialized, affiliated money managers across equity, fixed-income and alternatives. Our affiliated managers are industry-leading thinkers who provide a diversity of opinions and investment products that can help advisors create total solutions for clients that help build their business. It’s a process we call Better thinking. Together. ®
Our fund line-up is offered through Natixis Global Associates and ranges from traditional equity and fixed-income to alternative mutual funds with managers from three different affiliated firms. We believe that managing risk is at least as important as pursuing return, and that investors need a broader set of tools to match up to the realities of risk. Three of our alternative mutual funds are managed to specific volatility targets.
In our view, a properly diversified portfolio should be a mix of assets that can enhance return while reducing risk. A combination of long-only equity, fixed-income and liquid, transparent and risk-managed alternative mutual funds may result in diversified portfolios suitable for investors of any risk tolerance.
Natixis Global Associates consists of Natixis Distributors, L.P., Natixis Asset Management Advisors, L.P., Natixis Global Associates, LLC, Natixis Global Associates S.A., and business development units located across the globe, each of which is an affiliate of Natixis Global Asset Management. Natixis Distributors, L.P. and Natixis Asset Management Advisors, L.P. are located at 399 Boylston Street, Boston, MA 02116.
At Rydex|SGI we are committed to offering investors greater potential to successfully navigate diverse market conditions. We believe that providing high-quality investment choices, insightful research and investor education is always in favor. Offering a wide array of alternative investment strategies in addition to index-based and fundamental strategies, we endeavor to put our investors first in all that we do. With more than $24 billion in assets under management, Rydex|SGI offers investors more than 100 investment choices—including mutual funds and ETFs.
William Blair & Company, L.L.C. is a global investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients’ interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company is based in Chicago, with office locations including Boston, London, New York, San Francisco, Shanghai, Wilmington, and Zurich. For more information, please visit www.williamblair.com.
W. P. Carey & Co. is an investment advisor with more than 35 years of experience as a capital provider. W. P. Carey’s current non-traded REIT offerings include its sixteenth program, Corporate Property Associates 17 – Global (CPA®:17 – Global), which seeks to build a diversified global portfolio of net leased assets, and Carey Watermark Investors (CWI), which strives to acquire properties in the lodging industry.
This is not an offering. No offering is made except by the prospectus filed with the Department of Law of the State of New York. For more complete information about investing in shares being offered by CPA®:17 – Global and CWI, including charges and expenses, investors should request a prospectus by contacting Carey Financial’s Sales Team at 877-WPC REIT at 50 Rockefeller Plaza New York, NY 10020. Carey Financial, LLC, member FINRA/SIPC, is the Dealer Manager for this offering.
EXHIBITORS
Founded in 2001, our mission is to provide alternative investment products with weekly liquidity or better. Our Principals have over 70 years of combined investment experience and bring an investment approach that is designed with the intent to protect capital in down markets while achieving attractive returns in up markets. Our extensive experience analyzing and investing in traditional and alternative investment strategies provides an institutional approach to the management of our portfolios.
361° Capital offers innovative investment products designed to offer investors exposure to alternative investments that are liquid, transparent, and less costly.
CNL Securities is an alternative investment solutions provider that has served the broker-dealer community for more than 25 years. By engaging world-renowned investment partners, we have created a distinctive product platform to help you pursue your clients’ financial goals. Offerings span a wide spectrum of return strategies, from income to growth or a blend of the two, and focus on investments in the United States or around the globe. To contact us, call (866) 650-0650 or visit CNLsecurities.com. CNL Securities, managing dealer, Member FINRA/SIPC.
EJF Capital LLC (“EJF”) is an SEC registered investment adviser based in Arlington, Virginia. EJF is led by a team of experienced professionals under CEO Emanuel J. Friedman,
the co-founder and former co-CEO of Friedman, Billings, Ramsey & Co., Inc. EJF manages over $1.2 billion in investor funds as of September 1, 2011 comprised of various alternative investment strategies. We are featuring two of our funds at the Alternative Investments Conference: an opportunistic real estate debt fund and a long/short equity fund focused on the greater China region. Please come by our booth to visit Fuller O’Connor, Managing Director, to learn more about our alternative investment strategies.
Equinox Senior Management has decades of experience in creating and distributing managed futures investments. Equinox is the sponsor of multiple managed futures products including The Frontier Fund, a 1933 Act public managed futures fund, MutualHedge, a 1940 Act mutual fund, and a private offering. Equinox has not previously managed a mutual fund.
Since 1992, KBS and its affiliated companies have invested/managed over $13.1 billion in 643 assets nationwide on behalf of large institutional clients, such as public and private pension plans, endowments, foundations, sovereign wealth funds and five non-traded REITs.* This same institutional expertise is available to individual investors through KBS’s publicly registered non-traded real estate investment trusts. Call 866-KBS-4CMG for more information or visit www.kbs-cmg.com.
Access our in-depth research and manager selection expertise through the six no-load Litman Gregory
Masters Funds. The Alternative Strategies fund seeks to use complementary strategies of four skilled managers to
achieve lower volatility, low correlation to the equity markets, and outperformance versus its benchmark.
Our five multi-manager equity funds seek to isolate the expertise of skilled stock pickers by constructing
portfolios with a limited number of each manager’s highest-conviction ideas.
Investing in the Alternative Strategies Fund involves risks, including but not limited to, debt, below
investment grade fixed income, convertible and mortgage backed securities risk, and foreign investment, leverage, derivatives, short sale and merger arbitrage risk. Refer to the prospectus forfurther details. While the funds are no-load, management and other expenses apply. Litman Gregory Masters Funds are distributed by Quasar Distributors, LLC.
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 independent Registered Investment Advisors (RIAs) and their clients. We deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, we continually speak out to ensure that RIA needs and the needs of investors are always considered within the regulatory environment. When you choose to work with us, you’ll see how deeply we are committed to your success. Visit us at www.tdainstitutional.com or call us at 800-934-6124.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
U.S. Energy Development Corporation
U.S. Energy Development Corporation is a vertically integrated, independent oil and natural gas driller and producer. With the goal of improving energy independence in the United States, the company is very active in the acquisition of income-producing properties and new drilling opportunities.
Our interests are aligned with those of our business partners and we measure success by the value we deliver to our investors, landowners, employees and communities in which we operate. The company is consistently ranked among the Top 50 Independent Oil & Gas Drillers in the United States and is one of the largest operators in New York state and Pennsylvania.
U.S. Energy Development Corporation is a proven operator with respect to more than 2,500 wells over the past 30 years throughout ten states and Canada, with a current lease inventory in excess of 300,000 acres. We are also an active Joint Venture partner and have teamed with many of the nations largest oil & gas drilling companies.
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