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AOG Senior Management Team Attends Realty Capital Securities Forum

by AOG Wealth Management
AOG Exec Management Team

Pictured left to right; Scott Sweat, Michelle Whitlock, Shane Twomey, William Kahane, Co-founder & Partner / ARC, Fred Baerenz and Jim Ortlip.

The senior management team for AOG Wealth Management attended the American Investments Roundtable Conference sponsored by Realty Capital Securities, held on December 15 – 17 in New York City.  The  due diligence forum provided our investment committee with an opportunity to get an up close and personal look at the latest trends and executive management team strategies in the healthcare, hospitality and global real estate industries.

We heard from the executive management team of Crestline Hotels and Resorts, conveniently based in Fairfax, VA, which is the advisor on the ARC Hospitality REIT. Since our initial meeting with Crestline in late July, we received an update on their property acquisition and management strategy. They also provided a compelling overview on why their properties are poised to perform well even in a rising interest rate environment.

The AOG management team also heard from Leslie Michaels, Chairman and CEO of Private Health, on the latest developments in the healthcare and biotech sectors. The presentation provided a fascinating look at the technological advances in the biotech industry. These amazing advances have greatly impacted our population in many ways. Enhancing our average life expectancy and ability for medical professionals to administer care are just two of the many benefits. These trends, coupled with the aging baby boomer generation, further confirmed AOG’s belief in the attractiveness of real estate serving the healthcare sector as an investment.

Our team also had a private dinner with Bill Kahane, Co-founder and Partner of American Realty Capital. Mr. Kahane’s views on the commercial real estate industry and the inner machinations of Wall Street were sage and enlightening. The opportunity to have a question and answer session in an intimate setting directly from a top executive proved to be an invaluable benefit to the AOG team.

The event concluded with a financial advisor best practices panel discussion that included our President and CEO, Fred Baerenz, as a panelist. The panel provided a chance for the top independent advisors from around the country to hear from the very best advisors in the areas of practice management and client service.

Category: Blog, Company Updates