On May 10, 2017, VisionWise Capital CEO Sanford Coggins spoke to more than 200 RIAs at the FPA Orange Country Education Meeting on the topic, ” Private Equity – Shifting Paradigms to Obtain Alpha.”
Sanford was invited to explore investment alternatives with Orange County wealth managers and help them become better familiar with Private Placement real estate investments.
In the 45-minute presentation, he provided a perspective on how to achieve Alpha and differentiate a wealth management practice through diversification and enhanced portfolio performance. He dissected two Private Placement Memorandums, with an emphasis on fees and bank debt, to help RIAs understand how to evaluate offerings and assess risk vs. reward opportunities.
It was obvious from the response and number of questions asked that the topic of investment alternatives, and more specifically private placement real estate, is of high interest to RIAs with high net worth accredited investors.