Thursday, May 16, 2019, 10am - 4pm ET
5 CFP / CIMA / CFA CE Credit
The AI & Digital Asset Investing iSummit is an online event that provides expert insights from thought leaders and top advisors across the country about the burgeoning world of digital assets. These interactive, educational sessions offer one hour of CE credit each, and are complimentary for financial professionals.
Thursday, May 16, 2019
Accepted for 5 CFP / CIMA / CFA CE Credit
Global Head of Real Estate Research
With 20 years’ experience in property research, Alice is Head of the Global Real Estate Research team. She manages a team of several analysts who are devoted to researching the direct property market in Europe, the US and Asia.
Alice works alongside Austin Mitchell, Global Head of Business Development, jointly running the Research & Development (R&D) function, which ensures our research is applied and remains at the forefront of product development. The R&D team identifies global, structural trends and finds appropriate opportunities for real estate investors.
Alice is a member of the Property Investment Committee and the Global Product Committee, ensuring the research feeds into every stage of the investment process and product development. She is also a member of the Investment Property Forum, the Society of Property Researchers, INREV and the International Council of Shopping Centres.
Alice has a BA (Hons) degree in Geography from the University of Southampton.
Managing Director, Public Securities Group
Brookfield Asset Management
Larry Antonatos is a Managing Director and Portfolio Manager on the Real Asset Solutions team for Brookfield’s Public Securities Group. In this role, he oversees the portfolio construction process, including execution of asset allocation.
Mr. Antonatos joined Brookfield in 2011 as Product Manager for the firm’s equity investment strategies. Prior to joining Brookfield, Mr. Antonatos was a portfolio manager for a U.S. REIT strategy for 10 years. He also has investment experience with direct property, CMBS, and mortgage loans.
Mr. Antonatos earned a Master of Business Administration from the University of Pennsylvania and a Bachelor of Engineering from Vanderbilt University.
Chief Executive Officer
Joe is a founding member of Arrow Investment Advisors, LLC, the advisor to Arrow Funds. His responsibilities include investment strategy, business development and marketing. Joe’s experience of more than 20 years includes six years at Rydex Investments, where he was positioned at the helm of Rydex research, educating financial intermediaries on how to use Rydex Funds. He created fundamental and technical research tools and developed momentum models with Rydex sector funds. As Director of Product Development, he was responsible for researching new strategic opportunities, as well as creating high-quality investment products and services. He also initiated the research to create and launch the firm’s first buy-and-hold mutual fund, the Rydex Sector Rotation Fund. Prior to Rydex, Joe spent 12 years at the Federal Reserve Board of Governors. As a financial analyst, he assisted economists and analyzed monetary aggregate data. As a senior financial examiner, he advised Fed officers and board officials on financial, operational and managerial enhancements. He holds a bachelor’s degree in business administration from The George Washington University, where he majored in finance and minored in accounting.
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 100 investment webcasts annually, and reaches an audience of over 250,000 financial advisors.
RIA Database® provides financial software and comprehensive profiles on RIAs, Bank/Trust Institutions, Registered Reps, Broker/Dealers and Family Offices. RIA Database services more than 400 financial institutions world-wide.