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Course for the Ultimate Passive Investor!

Do you want to achieve high returns by PASSIVELY investing in real estate and other "alternative" investments that are pre-vetted and 100% fully managed by best-in-class syndicators, fund managers and project sponsors?

If so, then you must take the course “High-Return Private Placement Investing: Best Practices and Risk Management.”

"High Return Private Placement Investing:
Best Practices & Risk Management"
Presenter: Marc Halpern
 
Live Online
Date: March 16, 2024 at 10:00 am-6:00 pm Eastern US time
Registration Deadline: March 1, 2024
Live In-Person
Date: March 23, 2024 at 8:45 am-5:00 pm Eastern US time
Registration Deadline: March 9, 2024
Location: Cama Academy, 122 East Butler Ave, Suite 100, Ambler, PA 19002

Regular Price: $1,497
$300 Discount for LFI members, clients of CamaPlan, SAMO Financial, Tempo Funds and affiliates of Part Time Investors LLC

Who should attend?

 

  • Successful real estate investors who want to transition from active real estate investing to truly passive real estate investing

  • Investors with significant IRA or 401(k) investments who want to invest successfully in alternative investments such as real estate instead of the unpredictable Wall Street casino.

  • Investors who want to improve their investment portfolio performance, especially if they already invested in limited partnership private placement investments that did not meet expectations as a result of not performing DEEP due diligence.

  • Sophisticated investors who understand that DEEP due diligence is not only possible and practical for effective private placement investing, DEEP due diligence is required to achieve high returns by identifying, minimizing and mitigating risk.

 

What will you learn? (course agenda below)

  • How to identify high-return private placement opportunities 

  • 7 crucial factors for effective risk management to increase portfolio performance

  • How to perform DEEP due diligence on private placement opportunities

  • How to identify best-in-class syndicators, fund managers and project sponsors

  • How to access deal flow

  • How to diversify an investment portfolio with multiple projects in multiple sectors with multiple syndicators, fund managers and project sponsors.

 

Two ways to participate:

 

1. Live in-person at Cama Academy in Ambler, PA on March 23, 2024

2. Live online by Zoom on March 16, 2024


In this intense full-day course, Marc Halpern teaches passive private investors his best practices to identify, screen, manage risk and build a portfolio of high-return private placement investments that are passive after performing DEEP due diligence.

Course Agenda:
 

Introduction

1.   Common Categories of Private Placement Investments

2.   Set Your Expectations

        - Your risk tolerance

        - Income

        - Growth

3.   Risk Management Basics

  -  DEEP Due Diligence

  -  Characteristics of best-in-class managers & operators
  -  Private Placement Investment Portfolio Management

4.   Documentation

5.   Apartment Syndication - Example & Analysis

6.   Diversifying a Private Placement Investment Portfolio - 10 Examples

7.   High-Risk Private Venture Investing

8.   Deals Rejected - 10 Examples

9.   How to Access Private Placement Investment Opportunities

10. Process of Private Placement Investing

Summary

To register for this course, please use the form below. After registration, be sure to pay for the course using the secure link to reserve your seat.

Registration

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