Alternative assets and strategies ebb and flow in terms of opportunities, valuations, and applicability to investors and the markets. In this panel we will explore the topical areas of alts in the past, present, and future on both sides of the 49th parallel. Bring your questions to this panel of industry veterans – we might just stumble upon the next big thing! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).
This panel is great for anyone in alternatives or ‘alt-curious’.
Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving the industry forward through education, innovation and transparency.
Dial-in details will be sent once registration is complete
CAASA’s Virtual PlatformPartner
Norton Rose Fulbright
Partner
Kudtak Rock
Partner
Stroock & Stroock & Lavan
Chief Operating Officer
Alternative Investment Exchange
Partner
Kudtak Rock
Marc has served as outside general, investment and fiduciary counsel for many large statewide public pension plans throughout the United States. He has also represented numerous public pension plans, sovereign wealth funds, insurers and banks in connection with their alternative investments. Several administrators of state-wide pension systems have recognized him as one of “the most knowledgeable and experienced public pension lawyer in this State.”
A Board Certified Specialist in Real Estate Law, Marc regularly documents real estate investments of his clients. Currently, those investments include office buildings, health spas, master planned communities, hotels, golf courses, shopping centers, convenience store/gas stations, restaurants, historic renovations, raw land and condominium towers throughout the United States, amounting to more than $1.5 billion. He has also documented scores of land banking transactions and, to date, he and his Group have negotiated over $6 billion in private equity and hedge deals, documenting between $100 million and $300 million of these transactions monthly.
Partner
Stroock & Stroock & Lavan
Evan Hudson is an acknowledged leader among a new generation of real estate capital markets lawyers.
He draws on skills honed over more than a decade of concentration in the structuring of real estate investment vehicles, including private funds, DSTs and REITs (publicly traded, non-traded and private).
Evan has made a conscious decision not to spread himself too thin with a broad corporate practice, and the resulting depth of knowledge is what sets him apart. His technical writings are widely read, and Evan’s clients rave about his ability to provide business guidance that goes far beyond the value of the legal services provided.
In fact, since 2008, Evan has advised clients in raising billions of dollars of equity capital. These funds have flowed to sponsors through IPOs, follow-on public offerings and private placements, creating a voluminous track record of helping clients to grow our nation’s cities and infrastructure.
With respect to asset management, on the institutional side, Evan represents some of the largest private REITs in the world. On the retail side, Evan helps sponsors tap the large and growing pool of capital controlled by “mass affluent” and high-net-worth private clients. Whether representing successful real estate entrepreneurs or the most sophisticated institutional asset managers, Evan helps them to build durable and lucrative retail-facing businesses while abiding by all relevant securities laws.
Regarding publicly traded REITs, Evan advises on disclosure issues and corporate matters. He understands the criticality of raising funds to execute business plans, and he knows the market and enjoys helping managers to achieve their most ambitious goals.
Evan is also among the nation’s leading advisors in the retail alternative investment space. His knowledge extends to non-exchange-traded, portfolio-diversifying investments such as perpetual-life NAV REITs, lifecycle REITs, “Reg D” products, DSTs and Qualified Opportunity Funds. He frequently writes and speaks on such topics, and he has participated in writings issued by the Investment Program Association (now the Institute for Portfolio Alternatives). He has served on the Legislative & Regulatory Committee of the Alternative & Direct Investment Securities Association and is actively involved with the IPA.
In addition to helping with capital-raising, Evan brings unique experience in advising issuers as they respond to hostile mini-tender offers and assert their rights vis-à-vis commercial counterparties. Evan also deals regularly with DTCC’s Alternative Investment Product (AIP) platform, “back-office” securities custody issues and transfer agency matters.
Prior to joining Stroock in 2018, Evan spent three years as the co-chair of the Real Estate Capital Markets Practice Group at Duval & Stachenfeld LLP.
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Event Registration Closed