ADISA Career Center

Schedule at a Glance


Monday, October 12

7:30 am-12:00 pm ADISA Foundation Golf Outing
11:30 am-12:45 pm Women in the Industry Initiative (Program and Lunch)
1:00-1:55 pm (1) What is the Critical Path to Building a Sponsor: From Capital, Offering Structure, Team Members and Establishing Distribution Channels, What are the Steps to Success?
 
(2) Due Diligence -- Analysis of Alternative Investment Offerings: How to Determine the Legitimacy of Projections and the Probability of Return of Capital (3) RIAs: Building Your Brand and Managing a Dynamic and Diversified Practice (4) Fundamentals of DPPs
2:00-2:55 pm (5) BD/RIA/RR/IAR Bootcamp Part 1 -- Before You Start: Resolving Operational & Regulatory Compliance Issues (6) Emerging Structures: Registered Investment Companies, Interval Funds, Closed-End Funds and MLPs (7) Best Practices of DPPs (8) Portfolio Theory: What Does it Mean to Build a Diversified Alternative Investment Portfolio?
3:00-3:55 pm

(9) BD/RIA/RR/IAR 
Bootcamp Part II -- Investor Suitability and Transaction Compliance

(10) Adding Value with Investment Administration (11) Marketing Non-Traded Energy Update: Best Practices & Pitfalls (12) Fundamentals of a 1031 Exchange
4:30-5:15 pm
Conference Kick-Off and Awards
5:15-6:00 pm General Session I: Mark Spitz
6:00-7:00 pm Cocktail Reception
 

Tuesday, October 13

7:30-8:30 am Breakfast and Exhibitor Deep Dives
8:30-9:15 am General Session II: Alts Market Update
9:25-10:15 am (13) Real Estate Asset Classes Today and Where They Are Going Tomorrow: Industrial, Office, Retail, Lodging and Multifamily   (14) What Does
15-02 Mean to You?
(15) BDC Due Diligence: How to Evaluate (16) 1031 Exchanges: What You Need to Know About Client Suitability and Tax Analysis
10:15-10:40 am Break and Exhibitor Deep Dives
10:40-11:30 am (17) Global Investing in Today's Economic Climate (18) The Interplay Between Non-Traded REIT Valuations and Liquidity Events (19) Financial Planning with Energy Products: IRAs, Estate Planning, and Missed Income Tax Planning Opportunities (20) What Financial Advisors Need to Know about Life Settlements: Market Overview
11:40 am-12:30 pm (21) FrackNation: A Discussion About the Industry and the Media from the Man Behind the Film (22) Cyber-Security, Privacy and Handling Client Data (23) Regulation A+: The Evolving Business Models of Issuers and Financial Professionals in Today's Regulatory Environment (24) It's All about the Distributions -- What You Need to Know about Non-Traded REIT Distribution Composition and Suitability
12:30-2:00 pm
Lunch
12:30-2:00 pm
Committee Meetings
2:00-2:50 pm (25) Best Applied Research on Alternative Investment Topics

(26) Valuation Methodologies and Alternative Commission Structures for DPPs and Non-Traded REITs

(27) Infrastructure and Equipment Financing in the Post-Credit Crisis World (28) Today's BDCs: Understanding the Benefits and Various Strategies of Leasing Business Development Companies
3:00-3:50 pm (29) How to Use Technology to Market Your Firm, Product and/or Services (30) 1031 Advanced Discussion: Asset Classes, Taxes & Exit Strategies (31) Can We Be Frenemies? The Impact of "Crowdfunding" on the Industry and Other Aspects of the JOBS Act (32) Energy: The Big Picture
3:50-4:10 pm Break and Exhibitor Deep Dives
4:10-5:10 pm (33) Non-Traded Energy Update: What are the Threats, Risks and Opportunities Today? (34) The Future of  Non-Traded REITs (35) Who's on First? A Roundtable Discussion Between Sponsors, Broker-Dealers, Investment Advisors, RIAs and Registered Reps about the Recruitment, Selection and Training of Personnel at Each Level of the Sale of Alternative Investments (36) Lions, Tigers and Self-Directed IRAs -- Oh My!
5:15-6:15 pm
General Session III: Peter Ricchiuti
6:15-7:30 pm Cocktail Reception
 

Wednesday, October 14

7:30-8:30 am
Breakfast and Exhibitor Deep Dives
8:30-9:30 am General Session IV: Legislative and Regulatory Update
9:40-10:30 am (37) Broker-Dealer Advisory Council (38) Marketing & Compliance for Sponsors: Staying in the Lines    
10:30-11:00 am Break and Exhibitor Deep Dives
11:00 am-12:00 pm General Session V: State of the Industry
Monsters That May be Under Your Bed
12:00-1:00 pm General Session VI: Keynote Speaker Karl Rove