Global distribution of investment products and services; private and public equity and debt investment services; mutual fund services, namely, establishing mutual funds for others, mutual fund distribution and mutual fund investment; private placement financing services; mortgage financing services; mezzanine debt financing services; investment portfolio management and analysis services; real estate investment services; administration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; consulting and advisory services related to all the foregoing services