Alternative opportunities to Increase your Investment Income.
Join us for an engaging morning with industry experts designed for Accredited investors interested in alternative investments. We believe that a strategically diversified portfolio of alternatives will help reduce overall risk without sacrificing expected returns. This limited space event will provide attendees the opportunity to learn and ask questions on topics such as Liquid Alternative Mutual Funds, Commercial Real Estate Opportunities in Southern California, Senior Housing Real Estate and, Charitable Giving Strategies.
Saturday, October 8th 2016
Pasadena Hilton - 168 S Los Robles Ave, Pasadena, CA 91101
Valet Parking: $11.00
Self Parking: $10.00
Your ticket includes a free complimentary full breakfast and self parking.
Tickets are non-transferable. If you wish to cancel, please let us know ahead of time, so that we may offer your tickets to others in the case that the event is fully booked.
(Subject to change)
During the Fall conference our guest speakers will share information on Charitable Giving strategies, Liquid Alternative Mutual Funds and Real Estate Investment opportunities. We are proud to announce our speakers as follows:
Since our inception as a public charity in 1991, our mission has remained the same – to further the American tradition of philanthropy by providing programs that make charitable giving simple, effective, and, accessible.
Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client’s objectives, we are able to provide proper guidance while keeping them well informed along the way.
Shopoff Realty Investments is a real estate investment firm specializing in offering qualified clients diversified long-term investment opportunities that can be used to create a customized portfolio consistent with their unique financial profiles and goals. Our clients comprise a wide range of investors and joint venture partners that includes banks, developers, builders, high-net-worth individuals, and the public in general.
Our Mission is to provide high rates of return to our investors. We do this through a stringent acquisition process with thorough due diligence purchasing properties where we can increase value. We also provide active property and asset management programs. Majority of the properties we buy allow us to increase value through rehabilitation, expansion, or changing the rental mix.
This material does not constitute an offer to sell or a solicitation of an offer to purchase any securities, as such an offer can only be made through the applicable private placement memorandum and applicable Supplements (collectively, the "PPM").
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2016 Peak Advisor Alliance/ FMG Suite.
Investment advisory services offered through Haydel, Biel & Associates, an investment advisor registered with the Securities and Exchange Commission.
Custody services and other brokerage services provided to clients of Haydel, Biel & Associates are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.
Securities Offered Through Arete Wealth Management, Member FINRA, SIPC, NFA