News Releases

(ORLANDO, Fla.) Nov. 30, 2016 – Kirk Montgomery, head of regulatory affairs for CNL Financial Group, will speak at the 12th Annual Western IMN Non-traded REIT and Retail Alternative Investment Symposium on Thursday, Dec. 1, in Dana Point, California.

Montgomery will participate on the “Regulatory Update: A Practical Guide for Broker/Dealers & Product Sponsors” panel. He will join five other industry leaders to discuss implementation of the Department of Labor’s fiduciary rule, the anticipated impact of the North American Securities Administrators Association’s new guidance on non-traded REITs and the Securities and Exchange Commission’s proposed section 2704 regulations limiting wealth and estate transfer.

“CNL has strived to be a leader in educating broker-dealers on these new regulations,” Montgomery said. “I look forward to sharing my perspective on these and similar regulations facing the industry and how to navigate them, but also to hear what my colleagues have to say. With so much change occurring in the industry, I think it’s key that we remain engaged and keep having these kinds of conversations.”

The 12th Annual Western IMN Non-traded REIT and Retail Alternative Investment Symposium will focus on how recent and upcoming regulatory headwinds present challenges to the industry as it continues to evolve at a dynamic rate.

About CNL Financial Group

CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL is headquartered in Orlando, Florida. For more information, visit CNL.com.

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