Santa Barbara Luncheon Series - Build A Foundation For Income With Commercial Real Estate Debt

NOV
07
Wednesday, 12:30 pm - 2:00 pm
 
Location: Union Bank Offices
15 E. Carrillo Community Center
Santa Barbara, CA
 
Speaker:

Lara Coviello, CFA - FS Investment Solutions
Michael Maddox, CIMA, CPWA - FS Investment Solutions 

 
Time: 12:30 pm - 2:00 pm
 
Dress: Business Casual
   
 
Add to Calendar 11/07/2018 12:30 PM 11/07/2018 2:00 PM America/Los_Angeles Santa Barbara Luncheon Series Build a foundation for income with commercial real estate debt.  Union Bank Offices 15 E. Carrillo Community Center Santa Barbara, CA CFALA info@cfala.org false MM/DD/YYYY

A Santa Barbara Group Sponsored Event

An assortment of sandwiches, salads, and drinks will be provided.

Commercial real estate has delivered a 6.5% average annual income over the past 20 years and market participants have historically accessed the opportunity in commercial real estate through equity-based assets. With over $3 trillion in debt outstanding and a growing need for capital, commercial real estate debt represents a sizable and timely opportunity for investors.

Join our session to learn why FS Investments and leading real estate investment manager Rialto Capital teamed up to bring you FS Credit Real Estate Income Trust to meet investors’ income goals while managing risk in today’s changing market environment.

Lara will talk about why income may be a larger driver of returns than rising equity valuations going forward, how commercial real estate debt may help preserve capital in a rising cap rate environment, how it has performed during periods of volatility and what experienced real estate investors look for when lending to commercial properties. 

Lara Coviello, CFA, is an Executive Director on the Fund Strategy team at FS Investments serving as a portfolio specialist and subject matter expert to educate advisors and investors about FS Investments’ current offerings. She brings over 12 years of experience in investment research and portfolio management.

Prior to joining FS Investments, Lara founded her own investment advisory firm, Auctus Wealth Management, where she specialized in tailoring clients’ investments to their financial goals. She began her financial services career at Linden Asset Management and Linden Growth Partners LP. She also spent two years as a statistician in the pharmaceutical industry.

Lara received her MA in Statistics from Columbia University and her BS from Penn State University. She also completed the Private Equity and Venture Capital Executive Education course at Harvard Business School. She holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the American Statistical Association. Back to Top ^^

Michael Maddox, CIMA, CPWA, serves as the Regional Sales Director at FS Investment Solutions covering the Los Angeles, LA Valley and Hawaii territory. In this role, he focuses on developing and maintaining advisor relationships in his region by providing education and support related to alternative investment strategies.

Previously, Michael was a Senior Vice President at Neuberger Berman, working with registered investment advisors on the West Coast, and Senior Regional Vice President for Deutsche Bank, working with registered investment advisors in the Southwest. Michael is a graduate of California State University, Fresno and holds Series 7 and 63 licenses.  Back to Top ^^
Registration Fees
$5 (Members) | $20 (Non-Members)
 
Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

 

Mail check to: 
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
 
Chairs: 
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA

As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
 
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