Meeting Details - THE CITY CLUB

Tuesday, July 10, 2018

Topic:
 Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments

Speaker(s):
 Preston R. Sargent, Executive Vice President
Bailard Real Estate

Michael J. Faust, CFA, Executive Vice President
Bailard Wealth Management

Thank You to Our Meeting Sponsor:
 
        

Program Description:
The presentation will focus on commercial real estate holdings (triple net leases, retail, multi-family units, etc.) and how advisors can help their clients navigate this illiquid asset. Real estate, both commercial and residential, often makes up a significant percentage of the investment portfolios of Bay Area clients. Advisors can add value by providing relatively simple to more advanced a) portfolio property reviews, b) estate planning context, c) property valuation and cash flow analysis as well as d) property specific tasks (tenant management, etc.).

Speaker Bios:
Preston R. Sargent, Executive Vice President, Bailard Real Estate
Preston serves as Executive Vice President, leading Bailard's real estate investment efforts. His responsibilities include portfolio management, new investment sourcing and overseeing the evaluation, due-diligence, and closing of acquisitions and dispositions. Preston brings over 30 years of experience in the real estate investment and advisory business. Prior to joining Bailard, he was an Executive Vice President and Principal at Kennedy Associates (now Bentall Kennedy).

Preston is an active member of the Urban Land Institute and the National Association of Real Estate Investment Managers (NAREIM), where he has served on the Board of Directors since 2013. Over the past 20 years he has been a frequent speaker, moderator and panelist at industry conferences and guest lecturer at graduate programs. 

Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management
Mike re-joined Bailard in 2008. He oversees the activities and personnel of Bailard’s Wealth Management Group. Michael is also responsible for developing and implementing investment policies for individual clients and for maintaining client relationships. His prior work experience includes starting several technology ventures. He earned his BA from the University of Wisconsin, his MBA from Northwestern University's Kellogg School of Management and his Chartered Financial Analyst® designation in 1995.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter & Sponsor Announcements and Lunch
12:15 pm - 1:30 pm - Presentations and Q & A
1:30 pm - Program Closes

You may still register online after July 6, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, July 8, 2018.

*This topic has been approved by the CFP Board for 1.5 hours of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis