ADISA Career Center

Broker-Dealer Advisory Council

Please join us for the next BDAC call on Wednesday, May 30, 11 am PT/2 pm ET. 

A Fee-Based Platform for Alternative Investments

Institutional pricing on alternative products is attractive to independent advisors. How one IBD accommodates these products while keeping the lights on.

ADISA Board member Kurt Tesh, Kalos Financial, will lead the agenda.

To join the call, go to: https://global.gotomeeting.com/join/393171053. You can also dial in using your phone: (872) 240-3212.
Monthly Meet-Ups
ADISA's Broker-Dealer Monthly Meet Ups offer you, as a broker-dealer, an opportunity to join in discussions around relevant and timely industry topics with a focus on how these topics affect the broker-dealer community. Mark your calendar for the following dates and plan to participate in these beneficial conversations with fellow industry professionals. All calls will take place at 2:00 PM ET on the first Wednesday of each month, unless otherwise noted. Each monthly discussion is meant to serve as an open forum, and BDs are encouraged to come prepared to share experiences and concerns.
 
Participants in the ADISA Broker-Dealer Advisory Council are limited to ADISA Associate members (i.e., Broker-Dealers/Registered Investment Advisers). Third-party due diligence firm representatives as well as representatives from Managing/Sponsor Broker-Dealers may be invited to participate periodically. The Co-Chairs of the Advisory Council will determine what conference calls or meetings are open to non-retail broker-dealers and third party due diligence firms. Staff will notify those Affiliate and Sponsor members when they are invited to participate in a call or meeting and open meetings will be noted on the website.

For more information, please contact Tony Grego, 317.663.4173.