Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA's Spring Conference will feature key industry experts, educational panels and topical presentations.
 
  • Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
  • Continuing education credits will be available
  • Conference attendance is balanced, representing all sponsors, service providers and funding sources
  • Ample networking time will be available

*last updated 3/10/2020

 

  • REIT Track
  • (12) REIT Hot Topic
    (15) Preferred Stock Offering
    (20) What Was Old is New Again: The Real Estate Private Placement Boom
    (28) Essential Pieces of the Puzzle for Small Offering Success
  • Energy Track
  • (16) Third Party Oil & Gas Due Diligence Opinions
    (19) Energy 2018: Tax Changes
  • DPP Track
  • (4) Fundamentals of DPP
    (10) Best Practices of DPP
  • 1031 Track
  • (1) Deconstructing Master Leases
    (11) Underwriting 1031 Real Estate Opportunities
    (13) Delaware Statutory Trust Financing Structures
    (21) Deferring Taxes: 1031 Exchanges vs. Installment Sales
  • RIA/Broker-Dealer Track
  • (8) Practice Management for IARs
    (14a) Practice Management for Registered Reps
    (26) Broker-Dealer Advisory Council
  • Technology & Security Track
  • (6) The Next Frontier: Using Technology to Improve the Asset Manager or Broker-Dealer/Shareholder Experience
    (18) Cyber Attack: Proactively Planning for an Organizational Breach
  • New & Innovative Track
  • (9) Late-Breaking New Product Investigation
    (24) Safe Block Chain and Cryptocurrency
  • Miscellaneous Alternatives
  • (2) The Next Act for BDCs: A Discussion of Current Issues Facing BDCs & How Sponsors Can Capitalize in a Changed Environment
    (3) Making the World a Better Place! Conservation and Investment Can Co-Exist
    (5) The Ease of Buying Alternative Investments in "Street Name"
    (7) Tax and Taxes
    (14) Interval Funds: What Are They Good For?
    (17) Reg A+
    (22) Debt Offerings
    (23) Examing the Current Private Equity Landscape and Predicting the Future
    (25) Battle of the Due Diligence Stars
    (27) Marketing for New Sponsors

  • Associate Firms

Advisory Group Equity Services Ltd.
Aegis Capital Corp
Alan B  Lancz & Associates
Alpha Investing
Alvery Bartlett Group
American Portfolios Financial Services, Inc.
Anchor Captial, Inc
Arete Wealth Management
Arque Capital Ltd.
ASG CAPCO CORP
Atomi Financial Group
Ausdal Financial Partners
Beacon Hill Investment Advisory
Berthel Fisher & Company Financial Services Inc
Bose McKinney & Evans LLP
Breen Financial Management Inc
Bridge Valley Financial Services
Cabin Securities
Cabot Lodge Securities, LLC
Calton & Associates Inc
Cambridge Investment Research Inc
Capital Financial Services, Inc.
CapStack Partners
Centaurus Financial, Inc.
Center Street Securities, Inc.
Centra
Chen Planning Consultants, Inc.
Claraphi Advisory Network, LLC
Clear Harbor Wealth Management
Coastal Equities, Inc.
Colorado Financial Service Corporation
Commonwealth Financial Network
Concorde Investment Services LLC
Cornerstone Exchange Services
Corporate Investments Group, Inc.
Crescent Securities Group Inc
Da Vinci Global Consulting, LLC
Dempsey Lord Smith, LLC
DFPG Investments, Inc.
Discipline Advisors
Diversified Wealth Builders
Eagle Wealth Management Group LLC
Effective 1031 Planning
Emerson Equity LLC
Engineered Financial Solutions LLC
Equifinancial Llc
Family Office Partners, Inc.
FinanceCAPE
First Guardian Group
Folio Investments, Inc.
Fortitude Investment Group LLC,
FourStar Wealth Advisors, LLC
G2J2 INVESTMENT MANAGEMENT
Global Asset Advisors
Great Point Capital
Growthpoint advisors
Hickory Capital, LLC
Highlander Wealth Services, LLC
Huntwicke Securities
IAMC
IBN Financial Services, Inc.
IFSG
IHT Wealth Management
Independent Financial Group, Llc
Independent Financial Services Professional
Ingram Advisory Services
Innovative Advisory Group, LLC
Interactive Wealth Advisors
International Assets Advisory, LLC
IRA Wealth Management
ISC Group
J.W. Cole Financial Inc
Jesse J. Griffin Jr Certified Financial Planner
JRW Investments
Kalos Financial, Inc
Kingsley Family Office
Legacy Wealth Management, LLC
Lincoln Financial Network
Lionchase Holdings
Lowell & Company, Inc.
MAB Investments
Maroon Capital
Massey Financial Group
McDermott Investment Advisors.LLC
Miller Buckfire & Co., LLC
Mirae Asset Wealth Management
NATIONAL REAL ESTATE ADVISORS LLC
National Securities Corporation
Newbridge Securities Corporation
NHCohen Capital LLC
Niagara International Capital Limited
NPB Financial Group LLC
Park Ave Capital Management Intl.
Peak Wealth Group
Pinnacle Financial Wealth Management
Plotkin Financial Advisors LLC
Presidio Exchange Advisors
R.W. Bowlin Investment Solutions
RCF Group
RCM Investments
RCX Capital Group, LLC
Real Estate Tax Strategies Inc
Reef Asset Advisors
Reshape Wealth
Robin Edgar Investments
Sandlapper Securities, Llc
SCF Securities Inc
Securities America
Sequence Financial Specialists Llc
Shorebridge Capital Advisors, Llc
Sigma Financial Corporation
Silber Bennett Financial, Inc.
Slepcevich Financial Group LLC
Sourcenet Investment Services LLC
Spire Investment Partners LLC
Strategic Advantage Financial
Strategic Wealth Planning
Sunbelt Securities, Inc.
Synergy Wealth Mgmt
T3 Trading Group, Llc
TADA Wealth Advisors, Inc.
TAG Group, Inc
Tax Savings Professionals
The Merchants Financial Group, Ltd.,
Trustmont Financial Group, Inc.
Tryon Investments, LLC
United Planners Financial Services Of America A Limited Partner
Vestech Securities
WestPark Capital
Whitehall-Parker Securities, Inc.
Xnergy Financial LLC
Zito Wealth Strategies, Inc.

  • Affiliate Firms

A4 International
AI Insight
Arete Capital Markets
Baker & McKenzie LLP
Bowen Enterprises LLC
Buttonwood Investment Services LLC
CFX Markets
Community National Bank
Computershare
Discovery Data
DLA Piper
DST Systems Inc
Engage-BD
Evolv Capital
Factright, LLC
FinanceIQ
Financial Media Group
Great Lakes Fund Solutions, Inc.
Groom Law Group, Chtd
Integro Insurance Brokers
IPA - Investment Program Association
JCC Advisors, LLC
JPM llp
Kaplan Voekler Cunningham & Frank PLC
KINGDOM Trust
Kirton & McConkie
Kutak Rock LLP
Mainstar Trust
MBD Solutions
MGL Consulting
Mick Law PC, LLO
Miterko & Associates
Morris Manning & Martin LLP
Next Generation Services, LLC
NuView IRA
Orchard Securities - MBD
Paliotta & Associates
Phoenix American Financial Services, Inc.
Real Assets Adviser
Real Assets Adviser - Institutional Real Estate Inc.
Robert A. Stanger & Co., Inc.
Rockspring
S2K Financial
SC Distributors, LLC
Securities Transfer Corporation
Skyway Capital Markets, LLC
Sorensen Entity Services
Spotlight Marketing Communications
The Bowman Law Firm LLC
The DI Wire
WealthForge

  • Sponsor Firms

1031 Xpress Inc
AEI Capital Corporation
American Capital Group
APX Energy, LLC
Ascendant Capital, LLC.
Black Creek Group
Bluerock Real Estate
Bourne Financial Group, LLC.
CAI Investments
Cantor Fitzgerald
Capital Square 1031
Carter Multifamily
CNL Securities Corp.
Cole Capital
Croatan Investments
District Investments, LLC
EcoVest Capital
ExchangeRight Real Estate
Four Springs Capital Trust
FS Investments
GK Development Inc
Go Store It Partners, LLC
GPB Capital
Green Rock, LLC
Griffin Capital Corporation
Guggenheim Partners
GWG Holdings, Inc.
Hamilton Point Investments LLC
Hartman Income REIT
HC Government Realty Trust, Inc.
Highland Capital Management
Hines Securities
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
Inspired Healthcare Capital
iSelect Fund Management, LLC
KBS Capital Markets Group LLC
KWB Hotels
Landmark Dividend
Legion Capital
Livingston Street Capital
Lloyd Jones Capital
Lodging Opportunity Fund, REIT
MCI Megatel Capital Investment
MDS Energy
Merritt Anderson
MFP Manager, LLC
Moody National Companies
NorthStar Securities, LLC
Old Ivy Capital Partners, LLC
Participant Capital
Passco Companies LLC
Peachtree Hotel Group
Phillips Edison & Company
Phoenix American Hospitality
Preferred Apartment Communities Inc
Provasi Capital Partners
Resource
Resource Royalty, LLC
Royal Oak Realty Trust
SAFE IRA INVESTMENTS
SANDLAPPER Capital Investments, LLC
Sealy & Company
Shopoff Realty Investments
Sixty West, LLC
SmartStop Asset Management, LLC
Spring Hills Holdings, LLC
Starboard Realty Advisors LLC
Stira Capital Markets Group
Sullivan Wickley
Terra Capital Partners LLC
The Gladstone Companies
The Lightstone Group
Time Equities Inc
Tri-Land Properties, Inc.
Triloma
Triton Pacific Securities
US Energy Development Corporation
Virtua Capital Management
Webb Creek Management Group, LLC

*indicates exhibiting firms

  • Real_Estate_Alert_crop3
  • RealAssets_Logo_LtBg_500px5
  • Opal_Group3
  • IMN_jpeg6
  • The-DI-Wire-Logo2

Exhibitor Schedule

Set-up Hours:

  • Sunday, March 25
    1:00-6:00 pm
  • Monday, March 26
    8:00 am-4:00 pm

Show hours:

  • Monday, March 26
    6:00-7:00 pm
  • Tuesday, March 27
    8:00 am-7:30 pm
  • Wednesday, March 28
    7:30-9:00 am

Exhibitor move-out:

  • Wednesday, March 28, 2018
    9:00 am-12:00 pm

    *Carriers MUST be checked in by 9:00 am
    *All exhibitor materials must be removed by 12:00 pm

Marketing

long-arrow-alt-right All exhibitors need to send a current logo to Jennifer Fitzgerald, Director of Marketing.

Program Book and Mobile App Ads and Materials

Diamond exhibitors receive:
  • Full page, 4-color ad in printed conference program – DUE Friday, March 2, 2018
  • Banner ad in event mobile app -- DUE Friday, March 9, 2018
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, March 9, 2018
  • Company profile included in the event mobile app -- DUE Friday, March 9, 2018
  • Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
Platinum exhibitors receive:
  • Half page, 4-color ad in printed conference program -- DUE Friday, March 2, 2018
  • Brief company profile included in the event mobile app -- DUE Friday, March 9, 2018
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, March 9, 2018
  • Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
Gold exhibitors receive:
  • Brief company profile included in the event mobile app -- DUE Friday, March 9, 2018
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, March 9, 2018
  • Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
Silver exhibitors receive:
  • Recognition by category on the ADISA website, select pre-event eblasts, onsite signage and general PowerPoint
  • Logo displayed in event mobile app
Bronze exhibitors receive:
  • 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
Printed ad specs: (for Diamond and Platinum exhibitors only)
  • Full page: 6x9" vertical, 4-color
  • Half page: 6x4.5" horizontal, 4-color
  • Artwork must be in PDF format.
  • Must be 300 dpi or higher.
  • Include all fonts and graphics embedded in files.
  • Ads created in Microsoft Word, Publisher, PowerPoint or any other word processing program will not be accepted. These files must be exported to PDF.
  • Ads smaller than the specified size will be centered on the page.

ADISA Contact Information

Jennifer Fitzgerald

Director of Marketing

317.663.4175

Logo usage
Media inquiries

Tanisha Bibbs, CMP

Director of Event Planning

317.663.4174

Problems with the hotel

Erin Balcerzak

Membership Services Coordinator

317.663.4180

Conference registration
Payments
Booth assignments

GES – Global Experience Specialists, Inc.

800.801.7648

GES will be onsite show to assist you in coordinating any last minute services, ordering additional products and answering any questions you may have.

Jennifer Fitzgerald

Director of Marketing

317.663.4175

Program book
Ads
Logo usage
Media questions

Are you ready to join ADISA?

Become a Member!

Increase your connections at the next ADISA event!

Enjoy fantastic networking opportunities while learning the latest industry trends, marketing recommendations and current regulations.

Upcoming Events