FactRight, LLC

You may already know Jacob Heidkamp—he’s the friendly face (or inbox presence) behind our Weekly Update email, a regular speaker at industry conferences, and the tireless promoter of the non-scientific inflation index Jake’s Steak Index ??. Jake’s credible perspective on due diligence, paired with a commitment to the advancement of the industry, makes him a great candidate to help shape the future of ADISA. Help him bring the steak (and maybe a little sizzle) to the ADISA Board of Directors. Cast your vote for Jake today! Voting is open through November 27. Not an ADISA member yet? Now’s the perfect time to join and support Jake’s candidacy. Learn more and join here: https://lnkd.in/gYFzRZ8N

FactRight’s Co-President, Jacob Heidkamp, was back in the Music City for an encore performance at the Kingswood Broker Dealer & RIA Conference hitting the right notes on essential insights into alternative investment due diligence. Jake is auditioning for the ADISA Board of Directors. Cast your ballot for Jake! Voting is open through November 27. If you're not yet an ADISA member, consider joining today to support Jake’s candidacy. https://lnkd.in/gYFzRZ8N

Anyone can come to Vail, Colorado for the skiing, but the true rippers race to Vail for the alternative investment due diligence! This week, FactRight's Gail Schneck, John Paliotta, and Russell Putnam carved up some diligence solutions for RIAs and family offices at the Elite Global Leaders Conference. Thanks to JABOY Productions and Neil Greene for hosting a great conference run!

Viva ADISA! This week, FactRight headed to Las Vegas for the ADISA 2024 Annual Conference and Trade Show, where Jake Heidkamp, Russell Putnam, John Paliotta, Kate Stephany, and John Nelson brought a due diligence perspective. During the event, the FactRight team was honored to receive the President's Award for outstanding contributions in the alternative investment space. Thank you to Jade Miller, John Harrison, and the ADISA team for hosting a fantastic event and recognizing the FactRight team's commitment to alternative investment due diligence!

"It's a Bird! It's a Plane! It's the FactRight Due Diligence Team!" The FactRight team wants to thank all the wealth managers, product sponsors, and industry partners who helped make last week's due diligence conference in Nashville the premier source of alternative investment due diligence. While our conference adventure has ended, the FactRight diligence superheroes remain assembled and ready to support your alternative investment due diligence journey!

FactRight Returns! Day 2 of the FactRight Due Diligence Conference was action packed, featuring alternative investment presentations and more of FactRight's analysis on the the key considerations for those products. The program emphasized education, with panels addressing challenges and opportunities with real estate development programs, and legislative and regulatory matters impacting broker dealers and RIAs. Thanks to all our panelists for sharing their perspectives. The day rounded out with a lively networking reception and exhibition hall highlighting more than 60 presenting and exhibit sponsors.

The FactRight Bat Signal shined bright on the first day of the FactRight Due Diligence Conference as we welcomed almost 480 individuals to the premier source of alternative investment due diligence, including more than 200 wealth managers! Highlights included an update on market conditions, several alternative investment product presentations, FactRight's signature analysis sessions, and a festive reception at the Country Music Hall of Fame and Museum.

Holy Due Diligence, Batman! The FactRight Team headed to Nashville this week, home of the AT&T Batman Building, and the 2024 FactRight Annual Due Diligence Conference. An adventure based on the premier source of alternative investment due diligence awaits!!

The FactRight Due Diligence Conference is just seven weeks away! The event will feature: - Over 25 product presentations featuring a variety of structures and strategies, including REITs, Interval Funds, Private Real Estate, DSTs, QOZs, Oil and Gas, etc. - FactRight’s signature closed-door due diligence sessions with discussion of the material risks and strengths associated with each product presented - Industry-relevant educational panels and presentations focused on market conditions, technology solutions, and regulatory developments impacting Wealth Managers - Networking opportunities with approximately 200 broker dealers, RIAs, and family offices If you’re in the alternative investment industry and would like to join us in Nashville, click here to learn more https://lnkd.in/gQbrWJyv.

Are you looking for some due diligence perspective on alternative investments? On June 27th FactRight Co-President Jacob Heidkamp will be chatting with Y Street Capital's Robby Butler on Professional Due Diligence "The Questions You Don't Ask." Register below to attend this live Webinar.