EXCLUSIVE: 1031 EXCHANGES & QUALIFIED OPPORTUNITY ZONES

APRIL 12-13

CO-HOSTED BY:

DUE DILIGENCE SYMPOSIUM PRESENTING SPONSORS

EVENT SPONSORS MEDIA SPONSORS

Institute for Portfolio Alternatives | www.ipa.com/connect2021

LATEST NEWS ADVOCACY EVENTS TAKE ACTIONWHITE PAPERS

DAY 1: MONDAY, APRIL 12, 2021 ALL GENERAL SESSIONS HELD IN FOUR SEASONS BALLROOM

11:00 AM Registration Opens Four Seasons Foyer

11:45 AM - 12:45 PM Networking Lunch Four Seasons Ballroom

12:45 PM - 1:30 PM General Session #1: An Investor’s Perspective – What We Need to Know Many retail investors have amassed real estate portfolios through decades of determination and hard work. These assets are a financial blessing and a management challenge. As investors reach retirement or other business milestones, they are often overwhelmed with the responsibility of managing their own properties. Learn how elite broker-dealers and advisory professional are helping investors navigate one of the most challenging times in recent history.

1:45 PM - 5:15 PM Due Diligence Symposium **BDs/RIAs and Presenting Sponsor Attendees Only**

5:30 PM - 6:15 PM General Session #2: Preserving the 1031 LKE – A Conversation with Representative Suzan DelBene Congresswoman Suzan DelBene is a strong advocate and a key influential legislator in favor of preserving the 1031 LKE. Join us for this important industry conversation and share your stories of the many positive benefits DST/1031 investments offer Main Street investors.

6:15 PM - 7:15 PM Networking Reception Lantana

7:15 PM - 9:00 PM Dinner Four Seasons Ballroom

MODERATOR

David M. Sengstock

President,

Mick Law P.C. LLO

Rob Johnson

Head of Wealth Management

& CRO,

Realized1031

Mike O’Toole

Advisor,

DAI Securities

Rick Murphy

Executive Vice President & Director,

Berthel Fisher & Company Financial

Services, Inc.

Fred Baerenz

President & Chief Executive

Officer,

AOG Wealth Management

Jason Kavanaugh

Founder, Concorde Investment Services,

Founder, Concorde Holdings, Board

Member, Concorde Holdings

Single Point-of-Access to 1031 ResourcesThe IPA is pleased to provide a comprehensive suite of educational resources and advocacy tools for our members to help

protect 1031 like-kind exchanges for real property. As the White House considers further pandemic relief and economic stimulus in the form of tax policy changes, our industry must continue to remind policymakers of the value and importance of

1031 like-kind exchanges for investors, business owners, retirement savers and the broader economy.

Visit: IPA.com/1031 | Take Action Now! Text “IPA1031” to 52886

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DAY 2: TUESDAY, APRIL 13, 2021 ALL GENERAL SESSIONS HELD IN FOUR SEASONS BALLROOM

7:15 AM - 8:00 AM Networking Breakfast Four Seasons Ballroom

8:00 AM - 8:45 AM General Session #3: Identifying DST Opportunities in Uncertain Times What is the next hot real estate sector? Hear from top portfolio managers on what is on the horizon and where investment opportunities are emerging in a recovering Covid-19 economy. Leading portfolio managers will share what they have learned to build on their strong performance and industry-leading investment opportunities.

9:00 AM - 11:00 AM Due Diligence Symposium **BDs/RIAs and Presenting Sponsor Attendees Only**

11:15 AM - 12:00 PM General Session #4: 1031 LKE Advocacy – Let’s Get Engaged! Learn what is happening on Capitol Hill and how the IPA is advancing advocacy on your behalf. 1031 LKEs have been an integral part of real estate investing for a hundred years. That may change. To help fund other initiatives, the government may be looking to eliminate 1031 LKE programs. We must unite and mobilize to communicate the strong benefits 1031 LKEs offer Main Street investors. Learn how you can play a meaningful role in preserving this critical investment opportunity.

12:00 PM - 12:30 PM Networking Lunch Four Seasons Ballroom

12:30 PM - 1:15 PM General Session #5: Wealth Management Benefits of 721 Exchange/UPREIT Transactions The 721 exchange/UPREIT is a wealth management solution that benefits owners of real estate seeking an exit strategy and the opportunity to diversify their real estate holdings, while deferring capital gains. In this session, learn from our panel which types of investors may find this transaction beneficial, how it is structured and different from a 1031 exchange, and why publicly registered non-traded REITs, as perpetual life vehicles, may be particularly helpful to investors who may wish to defer the recognition of a capital gain in perpetuity.

1:15 PM - 2:45 PM Due Diligence Symposium **BDs/RIAs and Presenting Sponsor Attendees Only**

AGENDA

MODERATOR

Daniel Wolfe

Member,

Snyder Kearney, LLC

Michael T. Ezzell

President & Chief Executive

Officer,

Inland Securities Corporation

Dallas Whitaker

Chief Executive Officer,

Carter Exchange

Warren Thomas, CPA

Managing Partner,

ExchangeRight

John Good

Chief Executive Officer,

Nexpoint Storage Partners

Whitson Huffman

Chief Strategy & Investment Officer,

Capital Square

MODERATOR

Anya Coverman

SVP, Government Affairs

& General Counsel, IPA

MODERATOR

Gail Schneck

CEO,

Factright

Greg Mesack

Senior Government Affairs

Consultant,

GrayRobinson

Kevin Shields

Chairman and CEO,

Griffin Capital Company

Dave Fisher, CPA

Managing Partner,

ExchangeRight

Taylor Garrett

Managing Director,

Mountain Dell Consulting

Aaron Wessner

Managing Director,

Cantor Fitzgerald Investment

Management

Chris McCannell

Senior Government Affairs

Consultant,

GrayRobinson

Dan Wagner

Senior Vice President,

Government Relations,

The Inland Real Estate Group, LLC

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