ADISA Career Center

ADISA’s 2016 Spring Symposium Draws Record Attendance of Alternative Investment Professionals

Mar 30, 2016

Hot topics at the conference included impending regulation, non-traded REITs, Section 1031 Exchanges, oil & gas, and more.

ADISA, the nation’s largest trade association representing the alternative and direct investment industry, held its 2016 Spring Symposium in San Diego, drawing in nearly 700 alternative investment professionals for networking and education covering the full spectrum of alternative investment products and issues.
 
“We couldn’t have been more pleased with the outcome of our 2016 Spring Symposium,” said ADISA Executive Director/CEO John Harrison. “The conference brought together a diverse attendance of broker-dealers, registered representatives, RIAs, due diligence officers, product sponsors and other influential alternative investment professionals, resulting in well-balanced discussions that help grow our industry. ADISA specializes in education, networking and advocacy in alternative investments, and we believe our conference brought each of these elements to the attendees and the professionals they will share their information with moving forward.”
 
Hot topics at ADISA’s 2016 Spring Symposium included the state of the non-traded REIT, Section 1031 exchange and Reg A+ markets; discussions of the proposed “fiduciary rule” by the DOL; the implementation of 15-02; and an update on navigating the oil & gas market. 
 
The conference included 50 educational sessions regarding the full spectrum of alternative investment products and issues. Overall topics involved the fundamentals of BDCs, real estate investment trusts, Section 1031 exchanges, private equity and regulatory audits; diversity; real estate conservation; due diligence; the latest research in the market and more. 
 
Attendees listened to a REIT CEO panel and broker-dealer CEO panel, during which participants of each general session provided perspective on new regulation in alternative investments, as well as an outlook on where the market may be headed.
 
Kimberlee Levy, chief compliance officer with Concorde Investment Services, acted as the conference chair for the symposium.
 
ADISA will host two additional events for the alternative and direct investment industry – the 2016 Due Diligence Forum, taking place July 12-13 in Boston, as well as its 2016 Annual Conference, September 26-28 in Las Vegas.