Understanding Qualified Opportunity Funds and 1031 Exchanges

When:  May 22, 2019 from 3:00 PM to 4:00 PM (ET)
The May 2019 Investment Planning Knowledge Circle presentation will be held on Wednesday, May 22nd at 3 pm ET.

Guest speakers Kerry Scanlon, Terry Anderson and Todd Blanding of Platform Ventures, will be presenting, "Understanding Qualified Opportunity Funds and 1031 Exchanges."

As investors, especially boomers, begin to divest their personal businesses, stock gains and real assets, they may require tax-efficient exit plans and funding options. The 2017 Tax Cuts and Jobs Act and existing Section 1031 of the Internal Revenue Code potentially create opportunities for investors to do just that. Join us for this in-depth, educational presentation that will cover:

  • Investing in Qualified Opportunity Funds & 1031 Exchange Funds
  • Understanding Benefits and Risks of These Investment Solutions
  • Benefits, Risks, Restrictions and Growth Opportunities
  • Asset Allocation and Portfolio Construction Considerations


Kerry Scanlon is Senior Vice President and is responsible for developing and executing growth strategy across the business.  Kerry has more than 20 years of experience in the financial services and alternative investment industry. Previously, Kerry was a regional vice president for Realty Capital Securities, an open architecture wholesale distribution platform for public and private real estate investment programs, credit and lending programs, and other alternative investments. He worked directly with registered representatives and investment advisors, covering all channels in Kansas and Missouri. From 1999-2010 Kerry was a regional vice president with John Hancock, where he was responsible for the sale of variable annuities and college saving plans in Kansas and Missouri.

Kerry earned a Bachelor of Arts degree in History from Southern Methodist University.

Terry Anderson is a seasoned entrepreneur who has started and continues to run several real estate related ventures. As Co-President and Co-Founder, Terry provides overall strategic direction and leads the financial management, acquisition, and investor relations functions. He has spearheaded the acquisition of over $2.5 billion of debt and real estate assets. He is involved in various real estate related operating companies, including Silverwest Hotels, Inspired Homes, and APD Management, and has previously been involved with Pillar Financial.

Terry earned a Bachelor of Science in Finance and Accounting and a Master of Business Administration in Finance from Rockhurst University.

Todd Blanding, CFA, serves as Chief Investment Officer. He is responsible for managing the real estate investment process and product development.

Todd has more than 19 years of real estate investment experience. Previously, he was a vice president and portfolio manager at Essex Property Trust, where he managed a $3.1 billion portfolio of multi-family assets. His past experience also includes serving as vice president of real estate acquisition at GI Partners, where he helped grow equity commitments in the firm’s real estate funds from $750 million to $1.25 billion and sourced more than $200 million in new investments for the portfolio. Todd also served as vice president of real estate acquisitions at JPMorgan. In that role, he sourced $1.1 billion in investment opportunities and led the formation of more than $600 million in acquisition and development joint ventures on behalf of JPMorgan’s commingled funds and separate account clients.

Location

Online Instructions:
Url: http://zoom.us/j/204235773
Login: Dial by your location +1 929 205 6099 US (New York) +1 669 900 6833 US (San Jose) Meeting ID: 204 235 773 Find your local number: https://zoom.us/u/abVqDxbFbt