Upcoming Events

  • Tuesday

    Cannabis 101: Public to Private and Everything In Between

    Apr 18, 02:00 PM - 03:00 PM (ET)
    Cannabis continues to be one of the fastest-growing segments of the US economy, however, it remains illegal on the federal level making it tricky to gain exposure. Join us for an overview of the legal cannabis market, potential changes to US regulation, and how investors can benefit from the capital shortage in both public and private opportunities. As in any nascent industry, there are also plenty of investment risks. Whether you're a first-time investor in the space, or a seasoned investment management veteran, it is critical to understand how this industry works. We are pleased to host the following experts in the cannabis industry for the presentation: Chris Reece, CFA, Chairman and CEO, MJ Real Estate Investment Trust Mina Mishrikey, CFA, Partner, Head of Investments, Merida Capital Holdings Dan Ahrens, Managing Director and Chief Operating Officer at AdvisorShares

  • Thursday

    Suburban Special Event: Private Markets: Do Interim Valuations Matter?

    Apr 20, 05:30 PM - 07:30 PM (COT)
    Co-produced with CAIA PA and CAIA Association A combination of a significant rise in private market allocations in institutional portfolios and democratized access in retail portfolios has led to renewed interest in understanding how these assets are valued. Look no further than the disconnect of public and private markets in 2022 when public markets marked down while private markets remained steady. Which camp has it right? Does it even matter? Importantly, how should allocators think about illiquidity in the context of a diversified portfolio? Join us as CAIA Association’s CEO, Bill Kelly, CAIA, leads a panel discussion covering this topic within equities, credit, and real estate. Our panelists: Michel Degosciu, Managing Director, LPX Group Michel Degosciu is managing partner of LPX AG. He co-founded LPX in 2004 and is responsible for Business Development. Prior to LPX, Michel conducted various studies on the private equity asset class at the Department of Finance, University of Basel. He holds a master degree with a major in Corporate Finance from WHU Otto Beisheim School of Management and a PhD from University of Basel. Dan Ottensoser, Managing Director, Portfolio Oversight, CIM Group Daniel Ottensoser is a Managing Director in the Portfolio Oversight Group. He is responsible for overseeing portfolio construction and asset allocation for CIM Real Estate Finance Trust, Inc. (CMFT) including originating and acquiring mortgage and mezzanine loans on real estate assets, single-tenant credit lease assets, broadly syndicated corporate loans, CMBS securities and structured credit. Prior to joining CIM, Mr. Ottensoser was a Partner and Managing Director at H/2 Capital Partners. He earned a Bachelor of Arts degree from The City University of New York, Queens College and a Juris Doctor degree from the Columbia University School of Law. Nora Pickens, CAIA, Mill Creek Capital Nora serves as Managing Director of Investments at Mill Creek Capital Advisors, LLC. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs. Prior to joining MCCA in 2017, Nora was Director at FS Investments, where she helped launch focused investment programs and conducted investment research. Prior to FS, Nora was a Credit Analyst at Standard & Poor’s with primary research coverage of the energy sector. She previously held various analyst positions at Bear Stearns and Goldman Sachs. Phil Shankweiler, CFA, CAIA, Head of RIA & Institutional, Starwood Phil Shankweiler is a Senior Vice President at Starwood Capital, LLC. serving as the Head of the RIA and Institutional Client Relationship Team for Starwood Real Estate Income Trust. Prior to joining Starwood, Phil spent over 15 years with Hartford Funds where he held a variety of senior positions within Business Management and Client Relationship Functions. In his most recent work at Hartford, Phil was responsible for overseeing the Firm’s Client Relationships with National RIAs, Family Office, and Bank Trust organizations. Phil has a B.S. in Finance, an MBA from Villanova University, is a charter holder of both the CFA and CAIA designations, as well as a Certified Financial Planner. He is currently a member of the CFA Society of Philadelphia and an Executive member of the CAIA Pennsylvania chapter. Phil and his wife Samantha as well their 3 young children reside in West Chester Pennsylvania. Registration is free of charge. Lite bites and refreshments will be served. Click here for more information and to register .
    Conshohocken, PA, United States

  • Thursday

    Downtown Luncheon: Active and Passive: Interplay and Outlook

    Apr 27, 12:00 PM - 01:30 PM (ET)
    Click here for more information and to register.
    Philadelphia, PA, United States

  • Thursday

    Suburban Luncheon: Annual Real Estate Panel 2023

    May 4, 12:00 PM - 01:30 PM (ET)
    Click here for more information and to register .
    West Conshohocken, PA, United States