ADISA's Alternative Investments Research & Due Diligence Forum is designed for industry professionals who are employed with a Broker-Dealer, RIA, Family Office, Due Diligence Firm, or select others, that offer alternative investments in their business.
 
  • Network with more than 200 industry professionals
  • Learn about today's issues and business opportunities
  • Discover advanced due diligence techniques, processes, tools and resources
WHO WILL ATTEND?
 
  • Broker-Dealers
  • Registered Investment Advisors (RIAs)
  • Family Offices
  • Due Diligence Professionals
  • Compliance Officers
  • Sponsors
  • Affiliates

*last updated 3/10/2020

 

  • Associate Firms

1st Global Capital Corp
ABARIS LLC
Advisory Group Equity Services Ltd.
American Portfolios Financial Services, Inc.
AOG Wealth Management
ASG CAPCO CORP
Atomi Financial Group
Berthel Fisher & Company Financial Services Inc
Bridge Valley Financial Services
Calton & Associates, Inc.
Cambridge Investment Research, Inc.
Cantlon Financial Planning, LLC
CapStack Partners
Catapult Investment Management, L.L.C.
Center Street Securities, Inc.
Cetera Financial Group
Chalice Capital Partners, LLc
Chauner Securities, Inc.
Claraphi Advisory Network, LLC
Concorde Investment Services, Llc
Crescent Securities Group Inc
Dalmore Group LLC
Dempsey Lord Smith, LLC
DFPG Investments, Inc.
Discipline Advisors, Inc
Dorado Peak Capital
Emerson Equity Llc
Equifinancial Llc
Folio Investments, Inc.
FourStar Wealth Advisors, LLC
Gonzalez Family Office
Gotham Investors
Hickory Capital, LLC
IFS Securities, Inc.
IHT Wealth Managment
Infinity Financial Services
International Assets Advisory, LLC
ISC Group
J.W. Cole Financial Inc
Kalos Capital, Inc.
Kingsley Family Office
Legacy Wealth Management, LLC
Lincoln Financial Securities Corporation
LJCooper Capital Management LLC
M Holdings Securities Inc
Massey Financial Group
Mindful Asset Planning, LLC
National Securities Corporation
Pariter Securities, LLC
Pariter Wealth Management Group
Park Ave Capital Management Intl.
Park Avenue Securities LLC
Polley Financial Group, LLC
Primex
Purshe Kaplan Sterling Investments
Regal Securities, Inc.
Rice Partners
Richfield Orion International
RNR Securities LLC
RSD Advisors
Securities America, Inc.
Simons Financial Network
Spire Investment Partners LLC
Strategic Advisors, Inc.
Strategic Wealth Planning
Synergy Wealth Mgmt
T3 Trading Group, Llc
The Strategic Financial Alliance, Inc.
TKC Wealth Management, LLC
United Planners Financial Services Of America A Limited Partner
Vestech Securities
WestPark Capital, Inc.

  • Affiliate Firms

AI Insight
Baker & McKenzie LLP
Buttonwood Investment Services LLC
Capital One Business Banking
Covestec
DLA Piper
DST Systems Inc
Duval & Stachenfeld LLP
Factright, LLC
Great Lakes Fund Solutions, Inc.
HillStaffer
Information Management Network
Kaplan Voekler Cunningham & Frank PLC
Mick Law PC, LLO
NuView IRA
Opal Group
Orchard Securities - MBD
Partner Engineering and Science, Inc.
Pender Capital
Phoenix American Financial Services, Inc.
Real Assets Adviser
Real Estate Alert
Seyfarth Shaw LLP
The Bowman Law Firm LLC

  • Sponsor Firms

APX Energy, LLC
Blackstone
Bluerock Capital Markets
Bluerock Real Estate
Bourne Financial Group, LLC.
Carter Multifamily
CNL Securities Corp.
Cottonwood Residential
Cunat, Inc
EcoVest Capital Inc.
ExchangeRight Real Estate
Four Springs Capital Trust
FS Investments
GPB Capital
GWG Holdings, Inc.
Hamilton Point Investments LLC
HC Government Realty Trust, Inc.
Hines Securities
Holmwood Capital, LLC
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
IPX 1031
Lodging Opportunity Fund, REIT
Mainstreet Capital Partners
MDS Energy
Moody National Companies
Nelson Partners
OppenheimerFunds, Inc.,
Participant Capital
Passco Companies LLC
Phillips Edison
Phillips Edison & Company
Preferred Apartment Communities Inc
PREP Property Group
Sealy & Company
Shopoff Realty Investments
SmartStop Asset Management, LLC
Sovereign Partners
Starboard Realty Advisors LLC
Stira Capital Markets Group
Time Equities Inc
Triloma
Triton Pacific Securities
US Energy Development Corporation
Webb Creek Management Group, LLC
WP Carey

*indicates exhibiting firms

Hotel & Travel

All AI Research & Due Diligence Forum events will be held at The New York Hilton Midtown.

1335 Avenue of the Americas
New York, NY 10019

ADISA's hotel room block is sold out. You can book directly through the hotel at: http://www3.hilton.com/en/hotels/new-york/new-york-hilton-midtown-NYCNHHH/index.html

BEWARE of hotel reservation scams: There are several hotel reservation “pirates” who somehow get prior year meeting attendance lists and then approach past attendees to reserve their hotel rooms and in so doing either steal credit card information or broker a non-refundable reservation with extra junk fees. Please note that ADISA does not call or send out emails to individuals to solicit hotel reservations. You should use only the link provided in our reservation system to book your room. Please contact us with any questions.        

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