Investment Vehicles: Key Terms and Fee Structures
This course will examine the importance of investment structuring and how it can independently have a large impact on investment returns and performance. This includes advantages and disadvantages based on considerations such as vehicle structure, fee structure, tax efficiency, governance, and compliance. The sharp legal minds of multiple Partners at the legal firm Mayer Brown guest lecture to help guide the course and provide clarity to the thorniest of issues. One or more case studies will be used to illustrate the impact of different key terms when negotiating investment terms.
Arizona Biltmore
2400 East Missouri Avenue
Phoenix, AZ 85016
NCREIF Group Rate: $409
Group Rate Cutoff Date: April 2, 2023
Course fees:
Investor/Academic Members $375
All Other Members $625
Non-Members $750
Yes, please contact the hotel directly to make your hotel reservations.
The dress code for conferences is business casual. Depending on location, there may be social events that are casual so please be sure to review your conference confirmation letter for those details!
NCREIF is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.