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