DEPC Meeting: Let’s Get “Real”: Planning for and around Real Assets
R. Dennis Moon is a managing director and the national sales executive within the Specialty Asset Management group at U. S. Trust, Bank of America Private Wealth Management. In this role, Dennis is responsible for building and managing the sales initiative integrating the sophisticated and disciplined investment approaches of Real Estate, Timberland, Farm & Ranch, Oil & Gas, Minerals and Private Business Group solutions across the nation. He oversees a team of specialty asset professionals that develop, implement and execute these strategic non-financial assets into a broader asset allocation and investment strategy for individuals, families and institutions.
Prior to joining Bank of America, Dennis was the managing director at Wachovia Bank heading up their Specialty Asset Management group. He is also a past president of the National Trust Real Estate Association (NTREA) and member of the National Council of Real Estate Investment Fiduciaries (NCREIF). Dennis has experience in the direct management, investment, oversight and responsibility for specialty assets. He is a frequent speaker at Risk Management conferences on the national and regional levels on the benefit and challenges of owning specialty assets. He has also been quoted in various publications including The Wall Street Journal, Bloomberg, CNN Money and Barron’s.
Dennis graduated from Presbyterian College with a degree in Business Management and from the Executive Management Program at the Darden School of Business at the University of Virginia.
The meeting begins with breakfast at 7:30 a.m. Free parking is available in the Denver Athletic Club parking garage. Please notify the parking attendant that you are there for the meeting.
Members are invited to bring guests. We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation will be available on the website prior to the meeting.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at steph.hill@yahoo.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverecp@gmail.com.
You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.
