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6 Pitfalls To Avoid In Passive Alternative Investments

In any business deal, an ounce of prevention is worth a pound of remedy. When assessing private investments in real estate projects or other alternative investments, it is important to conduct thorough due diligence in order to understand all applicable risk factors. This webinar will cover important questions to ask when assessing an alternative investment and reviewing offering documents.

Topics to be covered:
-- What offering documents are, and how they should be reviewed when contemplating an investment;
-- How to identify potential red flags that can be found in PPMs and other offering documents;
-- Key questions to ask to ensure that sponsor interests are aligned with those of the investors.

This webinar has been accepted by the CFP Board for 1 hour of CE credit.

Aug 18, 2022 12:00 PM in Eastern Time (US and Canada)