Educational Materials

Introduction to Interval Funds 2017
(In collaboration with AI Insights)

CBRE U.S. Cap Rate Data July 2017

ERISA Plan Asset Limitations

Department of Labor Fiduciary Standard (DOL Letter)

Statutory and Regulatory Requirements for a Closed-End Registered Investment Company

Insurance Studies Institute (ISI) Life Insurance Investment Guide & Workbook

UBTI and Debt Financed Real Estate

Family Office Real Estate White Papers

Mick and Associates Oil and Gas Brochure

Independent Director Requirements for Investment Companies (with a definition of interested person)

Conservation Easements: The Federal Tax Rules and Special Considerations Applicable to Syndicated Transactions