ADISA Career Center

Schedule-at-a-Glance

As of 2/18/15

Sunday, March 22

1:00-2:00 pm (1) 1031 Exchange Foundations (2) Before You Start -- Resolving Operational and Regulatory Complaince Issues (3) Beyond LinkedIn: How to Market under the Advisers' Act and Advanced Marketing Techniques  
2:10-3:10 pm (5) 1031 Exchange -- Asking the Right Questions and 1031 Suitability (6) Investor Suitability and Transaction Compliance (7) So You Want to be a Sponsor? Practical Guidance for RIAs Thinking about Becoming Involved on the Transaction Side of the Business (8) Technology Blowout 2015
3:20-4:20 pm (9) Best Applied Academic Research (10) Finding Opportunities with Low-Priced Oil: Where are the Diamonds in the Rough? (11) Equipment Leasing -- Diversification in the Credit Space: Strategy over Structure (12) Funding through the Crowd: Crowdfunding -- Good Idea or Fool's Gold?
4:30-5:30 pm
(13) Understanding Real Estate Fundamentals: Cap Rates, NOI and Price, MFFO -- How They Are Calculated and Why It Matters
(14) Compliant Marketing: How Advisors, Registered Representatives, Broker-Dealers and Sponsors Can Work Together to Create and Streamline the Marketing Process for a Win-Win (15) Practical Aspects of the SEC and FINRA Examination Process (16) The New Life Settlements Market: How Advisors and Their Clients Can Benefit
5:40-6:00 pm Conference Welcome Address
6:00-6:40 pm General Session I: Industry Update with Robert A. Stanger & Co.
6:45-8:00 pm Cocktail Reception
 

Monday, March 23

7:30-8:30 am Breakfast
8:30-9:30 am General Session II: Regulatory Update
9:40-10:30 am (17) 1031 Exchange Tax Update and Analysis Tracking (18) Due Diligence for a New Energy Era? What Are Due Diligence Thought Leaders Doing to Cope with Low-Priced Oil? (19) Effective Strategies for Analyzing Public Financial Statements (20) Fundamentals of Direct Participation Programs (DPP)
10:40-11:30 am (21) Discussion of RN 15-02 and the Expected Effect on the Industry (22) Oil & Gas PPM Tear Down Session (Part I) (23) Underwriting -- An Interactive Case Study (24) Best Practices of Direct Participation Programs (DPP)
11:40 am-12:30 pm (25) Dual Registration Dilemma: What You Should Know When Deciding Whether to Stay with Your BD or Go Fee-Only (26) Oil & Gas PPM Tear Down Session (Part II) (27) SEC 15-02: A Sponsor and Broker-Dealer Prespective (28) Investing in Private Equity: Structure, Strategies, Due Diligence and Other Important Considerations
12:30-1:45 pm
Lunch
12:45-1:45 pm Committee Meetings
1:50-2:40 pm (29) Social Media: The Benefits and Hazards for Public and Private (30) REIT Multiple Share Classes: Why or Why Not? (31) Prior Performance -- An Anomaly or Indicator? (32) 1031 Exchange Strategies and Replacement Property Options: How Top Producers Use the 1031 Exchange -- Q&A Style
3:00-3:50 pm (33) Energy 1031: An Oxymoron? Not So Fast (34) Leveraging Technology for Due Diligence and Alternative Investment Support (35) Self-Directed IRA: Considerations and Requirements for Sponsors, Brokers and Advisors (36) How Has the Dynamic of Compliance and Supervision of Non-Traded REITs Evolved Over the Past Couple of Years?
3:40-4:00 pm Break
4:00-4:50 pm (37) Firm-Level Due Diligence and Billing Management (38) CEO/CIO Panel: Real Estate Market Outlook (39) What Marketing and Branding Can Do for You (40) Toolbox for Working with Senior Clients
5:00-5:50 pm (41) Credit Market Volatility and the Opportunities for BDCs (42) Positioning Interval Funds in Individual Client's Portfolios (43) The 15-02 Feud: What To Do about 15-02? (44) Avoiding and Navigating Regulatory and Legal Pitfalls Related to Working with Clients Who are Seniors
6:00-6:45 pm
GeneraI Session III: Cyber-Security Issues
6:45-7:45 pm Cocktail Reception
 

Tuesday, March 24

7:30-8:30 am
Breakfast
8:30-9:30 am General Session IV: Keynote Speaker Ross Bernstein
9:40-10:30 am (45) 1031 Exchange and Master Leases -- the Dos and Don'ts (46) Status of JOBS Act Initiatives (47) Due Diligence and Non-Traded REITs  
10:30-11:00 am Break
11:00 am-12:00 pm (48) Broker-Dealer Advisory Council Meeting: Sponsor/Broker-Dealer Point vs. Counterpoint (49) The Facts and Myths of Rising Interest Rates (50) Different Strokes for Different Folks: Tailoring Your Advice Model for the Current Market  
12:10-1:10 pm General Session V: Sponsor/Broker-Dealer "Marriage" Counselor