• 1031 Like-Kind Exchanges
Entry-level and a sales and sponsor focus


• Energy Strategies
• Marketing & Technology
Cybersecurity
Best practices for advisors
Robo-technology


• Private Equity & Business Development Companies
• REITs

• Trending in Alternatives
Intro to preferred stock offerings
Due diligence on preferred stock offerings
Intro to interval funds
Due diligence on interval funds

• DPP - Fundamentals and Best Practices
• Sessions specifically for RIA and Broker-Dealers
To BIC or not to BIC
Peering into the regulatory crystal ball
Outlook for alternatives
Where to process and how to hold alts
When to open/close door on products
• Miscellaneous
Conservation easements
Self-directed IRAs
T-shares 101
Asset-backed lending
Accounting trends
Reg A offerings
Legislative & regulatory update

• Associate Firms

ABARIS LLC
American Portfolios Financial Services, Inc.
Archer Investment Advisors
Arete Wealth Management
Ashland Pacific
Ausdal Financial Partners
BANDER Investments
Barnside Capital
Berthel Fisher & Company Financial Services Inc
Bose
Bose McKinney & Evans LLP
Bridge Valley Financial Services
BSG&L Financial Services, LLC
Cabin Securities
Cabot Lodge Securities, LLC
Calton & Associates Inc
Cambridge Investment Research Inc
Centaurus Financial, Inc.
Center Street Securities
Center Street Securities, Inc.
CFX Secondary Markets
Chen Planning Consultants, Inc.
Claraphi Advisory Network LLC
Clear Harbor Wealth Management
Coastal Equities, Inc.
Colorado Financial Service Corporation
Commonwealth Financial Network
Competitive Edge Wealth Management
Concord Financial
Concorde Investment Services
Concorde Investment Services LLC
Cooper Family Office
Corcapa 1031 Advisors
Cornerstone Exchange Services
Cornerstone Family Office, Inc.
Crescent Securities Group Inc
Da Vinci Global Consulting, LLC
Dempsey Lord Smith, LLC
Desert Rose Capital Management, Inc.
DFPG Investments, Inc.
Effective 1031 Planning
Financial Foundations, Inc.
FourStar Wealth Advisors, LLC
Fox Wealth Advisors
Freedom Investors Corp
Frontier Financial Partners
FSC Securities Corporation
G2J2 INVESTMENT MANAGEMENT
Gotham Investors
Great Point Capital
H. Katz Capital Group
IAMC
IBN Financial Services, Inc.
Independent Financial Group
Independent Financial Services Professional
Innovative Advisory Group, LLC
Interactive Wealth Advisors
International Assets Advisory, LLC
ISC Group
JRL Capital Corporation
JRW Investments, INC
Kalos Financial, Inc
Ladenburg Thalmann & Co. INC.
Legacy Wealth Management, LLC
Lighthouse Capital Group, LLC
LJCooper Capital Management LLC
Lowell & Company Inc
Maroon Capital Group
Massey Financial Group
Miller Buckfire & Co., LLC
National Planning Holdings Inc
NewBridge Retail Advisors
Newbridge Securities Corporation
Niagara International Capital Limited
NPB Financial Group LLC
Pariter Securities, LLC
Polley Financial
Regal Securities, Inc.
Retirement Income Designs, Inc.
Retirement Solutions, Inc
SANDLAPPER Securities
Securities America, Inc.
Sharman Family Office
Sigma Financial Corporation
Silverhawk Asset Management, LLC
Sourcenet Investment Services LLC
Strategic Advantage Financial
Strategic Wealth Planning
Tahoe Woods
The Strategic Financial Alliance, Inc.
Titan Securities
TKC Wealth Management, LLC
United Planners Financial Services of America
Venovate Marketplace Inc.
Wealthmaster Group
WestPark Capital, Inc.
Whitehall-Parker Securities, Inc.
Wisdom Financial
WMS Financial Planners Inc

• Affiliate Firms

AI Insight
Alston & Bird LLP
Aon Risk Services
Baker & McKenzie LLP
Bampfield + Associates
Blue Vault Partners
Buttonwood Investment Services LLC
Chess Law Firm
Community National Bank
Computershare
Discovery Data
DLA Piper
Docupace
DST Systems Inc
Duval & Stachenfeld LLP
Engage - BD
Evolv Capital
Factright, LLC
Financial Media Group
FINRA - Financial Industry Regulatory Authority, Inc.
Great Lakes Fund Solutions, Inc.
HillStaffer
incorporate.com
Integro Insurance Brokers
IPA - Investment Program Association
JCC Advisors, LLC
Kaplan Voekler Cunningham & Frank PLC
Kutak Rock LLP
Laser App Software
Mainstar Trust
MBD Solutions
Mick Law PC, LLO
Miterko & Associates
Morris Manning & Martin LLP
NASAA
Nelson Mullins
NLR Advisory Services, LLC
NuView IRA
Opal Group
Orchard Securities - MBD
Paliotta & Associates
Patrick Capital Markets, LLC
Pender Capital
Phoenix American Financial Services, Inc.
Real Assets Adviser
Real Assets Adviser - Institutional Real Estate Inc.
Redtail Technology, Inc
RME360
Robert A. Stanger & Co., Inc.
S2K Financial
SC Distributors, LLC
Seyfarth Shaw LLP
Skyway Capital Markets, LLC
Snyder Kearney, LLC
Spotlight Marketing Communications
The Bowman Law Firm LLC
The DI Wire
Trust Company of America
VisionWise Capital
Wagner Law Group
WealthForge
Winget, Spadafora & Schwartzberg, LLP

• Sponsor Firms

AEI Capital Corporation
APX Energy, LLC
ATEL Capital Group
Atlas Energy Group, LLC
Blackstone
Bluerock Capital Markets LLC
Bourne Financial Group, LLC.
Broadstone Real Estate, LLC
BW Enterprises
Cantor Fitzgerald
Capital Square 1031
CNL Securities Corp.
Cole Capital
Commencement Capital
Core Pacific Advisors
Core Real Estate Capital LLC
Dahn America360, LLC
District Investments, LLC
Dividend Capital
EcoVest Capital Inc.
Eqis
Everest Realty Management, LLC
ExchangeRight Real Estate
ExchangeRight Real Estate, LLC
First Capital Real Estate Investments
Flat Rock Global, LLC
Four Springs Capital Trust
FS Investments
GK Development Inc
GPB Capital
Griffin Capital Corporation
GWG Holdings, Inc.
Hamilton Point Investments LLC
Hartman Income REIT
HC Government Realty Trust, Inc.
Highland Capital Management
Hines Securities
Information Management Network
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
Inspired Healthcare Capital
John Henry Oil
KBS Capital Markets Group LLC
King Operating Corporation
Lennox Income & Opportunity Fund
Lodging Opportunity Fund
Lodging Opportunity Fund, REIT
Mainstreet
MDS Energy
Missouri Valley REIT
Montego Minerals
Moody National Companies
MVP Realty Advisors
Natural Resource Advisors LLC
Net Lease Capital Advisors
NorthStar Securities, LLC
O’Shares Investments
Owl Rock Capital Partners
Passco Companies LLC
Patrick Capital Markets, LLC
Peachtree Hotel Group
PECO Real Estate Partners
Phillips Edison & Company
Preferred Apartment Communities Inc
RCS Capital
RealtyShares
Redwood Mortgage
Resource Real Estate Inc
Resource Royalty, LLC
Rockspring
ROQ Solutions
RREEF America LLC
SANDLAPPER Capital Investments, LLC
Sealy & Company
Shopoff Realty Investments, L.P.
Sixty West, LLC
SmartStop Asset Management, LLC
SQN Capital Management, LLC
Starboard Realty Advisors LLC
Steadfast Capital Markets Group
Terra Capital Partners LLC
The Lightstone Group
Time Equities Inc
Triloma
Triton Pacific Securities
US Energy Development Corporation
Waveland Energy
Webb Creek Management Group, LLC

Set-up Hours:

• Sunday, April 2
  1:00-6:00 pm
• Monday, April 3
  8:00 am-4:00 pm

Show hours:

• Monday, April 3
  6:30-7:30 pm
• Tuesday, April 4
  8:00 am-7:30 pm
• Wednesday, April 5
  7:30-9:00 am

Exhibitor move-out:

• Wednesday, April 5, 2017
  9:00 am-3:30 pm
  
  *Carriers MUST be checked in by 1:00 pm
  *All exhibitor materials must be removed by 3:30 pm

Bronze exhibitors receive:

• Brief company description in the printed program book explaining your products or services – DUE Friday, March 10, 2017
• Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
• Listing in event mobile app

Jennifer Fitzgerald

Director of Marketing

Tanisha Bibbs, CMP

Director of Event Planning

Erin Balcerzak

Membership Services Coordinator

Jennifer Fitzgerald

Director of Marketing

GES – Global Experience Specialists, Inc.