ADISA Career Center

Educational Tracks


'40 Act & Interval Funds
Leaders: Martin Dozier, Alston & Bird; John Grady, DLA Piper

1031s
Leaders: Mary Jo Wenmouth, Capital Square 1031; Mike Bendix, DFPG Investments

CEO and Advisor Peer Panel
Leaders: Keith Lampi, Inland Private Capital Corporation; Sori Farsheed, Bluerock Capital Markets

Preferred Stocks
Leader: Merriah Harkins, GWG Holdings

RIA Track, Self-Directed IRAs
Leaders: Rajeev Kotyan, Innovative Advisory Group

Women's Initiative Forum and Marketing/Tech
Leader: Heidi Wheatley, Preferred Apartment Communities

Legislative & Regulatory
Leader: Larry Sullivan, Passco Companies

General Sessions
Leaders: John Grady, DLA Piper; John Harrison, ADISA; Lee Iredell, Iredell Consulting

Robofunding and Crowdfunding
Leader: Darryl Steinhause, DLA Piper

REITs
Leader: Mark Petersen, MBD Solutions

Energy
Leader: Brad Updike, Mick | Law

Analysis
Leader: Catherine Bowman, The Bowman Law Firm

Private Equity
Leader: Brian Buehler, Triton Pacific Securities

Direct Program Participation
Leader: Greg Mausz, Preferred Apartment Communities

Broker-Dealer Advisory Council
Leader: Larry Lyons, Kalos Financial