The World Knowledge Forum • Marcus Evans Private Wealth Management Summit • Future Proof • Nuveen Real Estate
Monthly AIRE Perspectives – September 2024
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
AIRE Advisors Takes the Stage at Major Conferences and in the Press
September, October and November are major months for conferences in our industry. AIRE Advisors was recognized at several past and upcoming events for our insights and thought leadership. We wanted to share some of these events with you.
AIRE CEO Amir Monsefi on Panel at The World Knowledge Forum in Korea with Wall Street Legend, Jim Rogers
On September 10th, Amir Monsefi presented on markets and investing in a 3-person panel at The World Knowledge Forum in Incheon, South Korea, along with Jim Rogers, Chairman of Beeland Interests, and James Huang, President of eXp Commercial. The session went very well and was moderated by Nicolas Veron, Senior Fellow at Bruegel and Peterson Institute for International Economics. We are pleased to expand our thought leadership to a global platform and will have the video of this panel available to you by next month. In the meantime, here is a photo of the group:
Sharon Nassir and Amir Monsefi Present at the Marcus Evans Private Wealth Management Summit in Beverly Hills
On September 19th, Sharon Nassir and Amir Monsefi presented our newly-updated presentation on “Essential Lessons in Investing” to a large group of RIAs, family offices and investment companies at the Marcus Evans Private Wealth Management Summit at the Beverly Wilshire Hotel. The updated version of this presentation will be posted soon on our website and our YouTube channel. Stay tuned!
AIRE Advisors in the Press: Shoutout LA Article
Amir Monsefi was featured in a recent article for Shoutout LA on local entrepreneurs in the Los Angeles area. You can click here to read the article.
AIRE Advisors at Future Proof
In addition to presenting at conferences nationally (and now globally), as part of our ongoing due diligence to continuously search for investment opportunities and improve our process, we make sure to attend conferences that we feel could ultimately be beneficial for our clients. This year’s Future Proof conference in Huntington Beach, CA, was once again exceptional. We held more than 25 one-on-one meetings with money managers, alternative investment managers, software and AI companies, and more – all in an effort to continue improving our delivery to our clients.
Our Q3 2024 Live Client Event: An Evening of Real Estate Insights with Nuveen Real Estate Global COO, Jenny Du
For our third quarter 2024 client event, we held an informative evening dinner conversation, with AIRE COO Sharon Nassir holding a fireside chat with Jenny Du, Global Chief Operating Officer of Nuveen Real Estate. Jenny did a great job of reviewing both commercial and residential real estate markets and trends throughout the country and globally. We hope you can attend our next live event in early 2025.
YOU ARE INVITED! 2 Special Quarterly Client Webinar Events for Q4 2024
Due to a number of requests, our 4th Quarter 2024 Client Events will be focused on alternative investments and private markets education.
Event #1
On October 3rd at 3pm PT / 6pm ET, we will present a Zoom webinar event: The Basics of Alternative Investments and Private Markets. This session will be purely an educational session, in which we will review the basics of alternative investments, including:
Fund structures
Various asset classes, including private equity, private credit, real estate, real estate debt, private infrastructure, life settlements, non-correlated strategies and more
The importance of correlation in asset allocation and portfolio construction
Investing in private markets versus public markets
Differences between evergreen funds and draw down / capital call structure funds
Please click here to register for this webinar event.
Event #2
On October 10th at 1pm PT / 4pm ET, we are pleased to host a special event with William Corry, Founder and Owner of Corry Capital Advisors, for an educational session on a non-correlated and often-misunderstood asset class: life settlements. Bill Corry is the current Chairman of the Institutional Longevity Markets Association (ILMA), as well as the current Chairman of the European Life Settlements Association (ELSA). His expertise in this asset class dates back almost 35 years and he is perhaps the most respected name in the industry. This will be a very informative and educational session and we highly recommend and hope that you can attend.
Please click here to register for this webinar event.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.
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