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Event Details

WHERE BUSINESSES GROW AND DEALS ARE MADE. 

Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments.

Several educational sessions will be available, many of which qualify for Continuing Education credit.

Attendees will also have the opportunity to meet face-to-face with nearly 1,000 leading industry professionals and visit with nearly 80 event exhibitors.

Event Schedule

*last updated 3/10/2020

 

  • Monday, October 23
    8:00 PM - 12:50 PM
    (16) Preferred Stock Offerings: Why They're an Important Business Opportunity

    Preferred stock and bond offerings and DTC eligibility -- why it's an important business development opportunity.

    DTC-eligible, non-traded preferred stocks and bonds can be an inroad to bigger broker-dealers and RIAs. Explore the process, ease of doing business, challenges and rewards.

    Moderator: Al Haworth, Preferred Apartment Communities

    Participants: Brannon McPherson, Evolv Capital; Merriah Harkins, GWG Holdings; Josh Hoffman, Bluerock

    7:00 AM - 7:45 AM
    Women's Networking Reception

    Enjoy light refreshments as you meet and network with other women in the alternative and direct investment industry. Share your experiences, learn professional strategies, discuss professional and personal challenges that women face, and network with the women leaders and future leaders in the industry.

    7:45 AM - 8:50 AM
    Women's Leadership Forum Luncheon
    Featuring Speaker  Cheri Tree

    In this session you will learn how to:

    • Crack others’ personality codes in less than 90 seconds

    • Connect quickly and on a deeper level with your prospects

    • Communicate clearly and effectively in any situation

    • Deliver memorable presentations that emphasize your core message

    • Accelerate customer acquisition and increase retention

    • Develop a highly trained sales force with a competitive advantage

    • Expand your business and lead your teams to record success

    • Maximize your influence and capitalize on your charisma

    Are you ready to increase your sales up to 300 percent? If so, this session will unlock the secrets, the science, and the system to supercharge your sales and build solid relationships, personally and professionally. When you crack the personality code, you will achieve record sales and real wealth that you can take to the BANK!

    9:00 AM - 9:50 AM
    (1) 1031 Exchanges: Where to Start

    As 1031 exchange offerings continue to grow, many financial advisors are looking at this as a means to significantly grow their practice. Come join our industry experts who will discuss:

    • Determining which clients may be suitable;

    • Opening doors to prospective clients;

    • Changes in offering structure;

    • Most promising assets classes for a 1031 exchange; and

    • What lies ahead for the industry

    These topics and more will be introduced to those interested in entering this lucrative market.

    Moderator: Dana Woodbury, Buttonwood Financial Services

    Presenters: Taylor Garrett, Orchard Securities; Stephen Decker, IPX 1031; Mike Bendix, DFPG Investments

    (2) Technology for Investment Professionals for Their Firms

    As an advisor, rep, broker-dealer and/or RIA, how can we employ technology to improve supervision, regulatory concerns, clients' needs, investment analysis, billing, tax reporting, and provide metrics for better business management.

    What is available and how to choose?

    General discussion to show improvements in available portals, and what to look for when choosing platforms, software and other needed technology.

    Moderator: Vali Nasr, ClaraPHI Advisory Network

    Presenters: Eric Clarke, Orion Advisor Services; Mike Wilson, AdvisoryWorld Financial Technology

    (3) Alpha Academy: Introduction to Private Equity

    This session is aimed to introduce and/or enhance financial advisor knowledge on highly competitive private equity business. Session includes introduction to private equity, structure, funding cycles, deal sourcing and underwriting, portfolio management, and negotiated exit strategies.

    Presenter: Craig Faggen, Triton Pacific Securities

    (4) Due Diligence on Preferred Stock Offerings

    One of the newest areas in product innovation are preferred stock offerings. Learn how to conduct due diligence on non-traded redeemable preferred stock programs which offer many differences to traditional non-traded common stock offerings. What unique due diligence points should be considered for this product structure? Additionally, explore how broker-dealers and advisors should position these securities considering they are covered securities with enhanced liquidity options that are not subject to state suitability restrictions.    

    Moderator: Scott Smith, FactRight

    Participants: Lenny Silverstein, Preferred Apartment Communities; Amanda Teeple, Evolv Capita; Jason Plucinak, GWG Holdings

    10:00 AM - 10:50 AM
    (5) Can REIT Sales Return to the Former Glory Days? What Has to Happen?

    This session will provide a historical perspective of the development of the non-traded REIT market including capital raise, leaders in fund raising annually, liquidity events and the future for the capital markets for real estate. What will be the REIT structure for the future?

    Facilitator: Kevin Gannon, Robert A. Stanger & Co.

    Presenters: Kevin Shields, Griffin Capital Corporation; Michael Miller, Sigma Financial Corporation; Steve Williams, Cantor Fitzgerald

    (6) Efficient Product Due Diligence Reviews and Onboarding: Broker-Dealer Best Practices (Sponsor & Broker-Dealer Perspective)

    Suggested best practices for organized, effective, timely due diligence reviews, marketing opportunities once a product is approved, and advisor education resulting in a successful product review and launch from the perspective of different-sized broker-dealers and sponsors.

    Moderator: Amanda Teeple, Evolv Capital

    Participants: Zach Forman, Griffin Capital Corporation; Matt Malone, FS Investments; Peter Magnuson, Securities America

    (7) Retail Oil & Gas -- What's New in 2017: The Opportunities and Risks

    This will be a first in class educational session for firms with exposure to energy and those who are planning to add exposure to energy in 2017 and beyond. This session is intended to bring reps, advisors, family offices, due diligence officers, and C-level executives up to speed about what's happening within oil & gas markets and how such developments are affecting investment programs within the non-traded oil & gas alternatives sector. Among the subjects to be addressed include: (i) types of programs being funded today; (ii) areas where the oil & gas sponsors are putting money to work; (iii) what the more desirable investment opportunities look like today; and (iv) what challenges continue to exist for sponsors in view of the current commodities pricing environment.

    Moderator: Justin Reich, APX Energy

    Participants: Cutler Gist, Montego Minerals; Thomas Hille, JRL Capital Advisors; Matthew Iak, U.S. Energy Development Corporation

    (8) Late-Breaking News: More Products in Our Sector

    ADISA’s intrepid newsman (and president) goes in exploration of the newest entrants to our space. Blazing new trails, our newsman searches out original sources for a new share class, discovers what block chain technology is and how to invest in it, and talks to those who organize EB5 visa investment projects, and more. Tune in now for the latest. Don’t wait until 11:00.    

    Anchorman: John Grady, ADISA President, DLA Piper

    Interviewees: Kurt Reuss, EB5Deals.com; Bryan Kelley, Webb Creek Management Group; Jaron Lukasiewicz, Rhodes Corporation

    11:00 AM - 11:50 AM
    (10) Introduction to DPP

    This session will identify detailed aspects of the DPP structure.  We will examine typical varieties of offering structures and the corresponding related potential benefits and risks associated with investments in DPPs. Examples of topics covered will be the investment process of sales, suitability and required disclosures. Panelists will identify how certain rules and regulations apply to the various types of offerings and why due diligence is an absolute critical part of the process to identify potential risks.  DPPs cover a wide variety of industry sectors including but not limited to real estate, energy, equipment and commercial debt.  Because they have a low correlation to traditional asset classes they can provide excellent diversification to a portfolio heavy in stocks when positioned correctly.  Generally speaking, DPPs are traditionally illiquid and difficult to value; thus, considered a risky proposition, but they absolutely have their place in an investment portfolio. This session will also address the legal, tax and regulatory issues surrounding DPP offerings with some of the best minds in the industry!    

    Moderator: Greg Mausz, Preferred Apartment Communities

    Participants: Erin Gray, CNL Financial; Bill Winn, Starboard Realty Advisors; Austin Dutton, BDA Bridge Valley Financial

    (11) 1031 Due Diligence: Risk Mitigation

    This panel will discuss the potential threats to 1031s/DSTs/TICs that may create long term issues and what broker-dealers, advisors and investors should be asking of sponsors. Learn how top broker-dealers, registered reps and sponsors analyze current investment offerings to protect their clients long-term from market cycles and economic disruptions.     

    Moderator: Mike O'Toole, AEI Capital Corporation

    Participants: Dave Laga, DFPG Investments; Rahul Sehgal, Inland Private Capital Corporation; Joe Nugent, Effective 1031 Planning

    (9) Is Crowdfunding Fake News?

    How can you determine what is the fake news and what is real with respect to crowdfunding and platforms? Will crowdfunding and platforms trump more traditional methods of distribution? Have Regulation A+ and Rule 506(c) repealed and replaced Rule 506(b)? Watch our broker-dealer panelists give a candid and (clearly stated) biased view of crowdfunding, general solicitation, platforms and Regulation A+, including the legal and practical pitfalls and benefits for each.

    Moderator: Cameron Hellewell, Orchard Securities

    Participants: Tim Witt, Concorde Investment Services; Tim Snodgrass, Arete Wealth Management; Darryl Steinhause, DLA Piper

    12:00 PM - 12:50 PM
    (13) Sifting Through Industry Data and Insights to Gain a Competitive Edge

    The world in which sponsors, broker-dealers and advisors are operating is shifting at a faster pace than ever before. Change presents opportunity, and in order to seize opportunity, firms must figure out where to get and how to interpret key data, to gain unique insight that can lead to a competitive edge.

    Join our discussion covering the impact of data-driven insights, and how firms are managing a rapidly evolving environment to turn insights into opportunity.

    Facilitator: Lee Iredell, Iredell Consulting

    Presenters: Mike Huisman, DST Systems; Mike Kell, AI Insight

    (14) The Institutionalization of the Retail Space: What Does it Mean for Products and Distribution?

    There has been a sharp increase of institutional managers creating products for the retail distribution channel. How are these products different than traditional retail product offerings, and how are they impacting the broader space? Institutional managers are also setting their sights on retail capital raising opportunities. How can RIAs and BDs position themselves as viable distributors for these institutional asset managers? Institutional investors value different metrics than the traditional retail investor -- how is due diligence on the institutional side conducted, and what metrics are important to them?

    Moderator: Geoffrey Dohrmann, Institutional Real Estate, Inc.

    Participants: Steve Williams, Cantor Fitzgerald; Frank Muller, Provasi Capital Partners; Steve Kantor, S2K Financial; Glenn Mueller, Black Creek Group

    (15) More Than a Wrapper: When is a Closed-End Fund Structure Appropriate and What Should Investors and Financial Advisors Know?

    The past several years have seen tremendous growth in the retail alternative investment funds space. Tender offer closed-end funds, interval funds and other alternative investments have lowered the barrier for entry for investors who might never have considered traditional alternative investment funds like hedge funds or private equity funds. Because of the illiquid nature of their investments, these retail alt funds are usually structured as closed-end funds registered under the Investment Company Act of 1940. This session will examine the basic structure and operation of a closed-end fund, the investment strategies that can be pursued by a closed-end fund, and the factors that investors and financial advisors should be aware of when considering these products.

    Facilitator: Martin Dozier, Alston & Bird

    Participants: Randy Anderson, Griffin Capital Corporation; Drew Dornbusch, NorthStar Securities; Robert Hoffman, FS Investments

    1:00 PM - 1:50 PM
    Conference Welcome & ADISA Awards Ceremony

    Join us for the official kick-off to ADISA's 2017 Annual Conference & Trade Show. ADISA's 2017 award winners will also be announced and recognized.

    1:35 PM - 2:30 PM
    General Session I: An Industry Update Conversation

    Trade press interviews ADISA leadership on current trends facing the industry, association strategic relations and long-term vision, and upcoming “must-know-about” developments affecting finance industry professionals.

    Interviewer: Jennifer Dohrmann-Alpert, Real Assets Adviser

    Participants: John Grady, ADISA President, DLA Piper; Keith Lampi, ADISA President-Elect, Inland Private Capital Corporation; John Harrison, ADISA Executive Director/CEO

    2:30 PM - 3:30 PM
    Welcome Cocktail Reception
  • Tuesday, October 24
    3:00 AM - 4:30 AM
    Breakfast
    4:30 AM - 5:30 AM
    General Session II: Legislative & Regulatory Update Part I – What You Need to Know

    Regulatory Updates Including FINRA, NASAA, SEC and Other Important Issues

    Moderator: Catherine Bowman, The Bowman Law Firm

    Participants: Faith Anderson, Washington State Securities Division; Joe Price, FINRA; Bryan Bennett, SEC

    5:30 AM - 6:10 AM
    Break & Exhibition
    6:10 AM - 7:10 AM
    General Session III: Special Guest George W. Bush

    An Exclusive Conversation with President George W. Bush:

    The Challenges Facing Our Nation in the 21st Century and the Power of Freedom

    This session is only open to those who are registered to attend ADISA's 2017 Annual Conference & Trade Show. Those who wish to attend President Bush's session must bring a valid photo ID, which will be checked against conference name badges prior to entering the session.

    The following are NOT permitted:

    • Large bags, backpacks, briefcases, laptop bags, event bags, suitcases, etc.

    • Purses larger than a clutch

    • Weapons of any kind, including knives

    • Pepper spray

    • Coats

    • Umbrellas

    • Selfie sticks

    • Air horns or noisemakers

    PLEASE NOTE: No photography or video allowed during this presentation, and there will not be a photo opportunity queue following his presentation. This session is off-the-record and closed to the media.

    7:15 AM - 8:05 AM
    (17) Practice Management: Self-Directed IRAs

    Learn from an active broker-dealer and RIA that have incorporated self-directed IRAs into their practices. Also listen to what the custodians have to say with regard to supporting the industry for non-publicly traded asset custody in retirement accounts.

    Participants: Jason DeBono, NuView IRA; William McCance, Trust Advisory Group; Matt Holscher, PENSCO Trust Company

    (18) Non-Traded Energy Tax Symposium: A Closer Look at Renewables and Oil & Gas 1031 Products

    This session is an energy-related tax planning educational opportunity for BDs, RIAs, and family offices. This two-part lecture is intended to discuss trending energy private placements with significant income tax benefits. During the lectures, you will hear about non-traded investments that use renewable energy funding and mineral acquisitions to achieve valued tax planning objectives. The first part of the lecture will examine the transactional considerations, economics, and  risks that relate to 1031 energy programs. The second part of the lecture will include a discussion of the transactional structure, economics, and tax consequences that relate to solar energy project financings. Ample Q&A to follow the lectures. 

    Facilitator: Erin Gray, CNL Financial

    Presenters: Michael Mills, Renewable Energy Alternatives; Brad Updike, Mick | Law

    (19) 1031 Exchanges: Deep Dive

    A panel of expert attorneys will discuss and debate a number of 1031-related topics, including:

    • Delaware Statutory Trust offering structure;

    • Tax opinions;

    • Master leases; and

    • Springing LLCs

    Some of the brightest minds in the DST community pick up where they left off at the ADISA Due Diligence Forum. Don't miss the fireworks!

    Moderator: Scott Sheehan, DFPG Investments

    Participants: Darryl Steinhause, DLA Piper; Steve Meier, Seyfarth Shaw; Peter Matejcak, Baker McKenzie

    (20) Options for Getting Portfolio Exposure to the Real Estate Asset Class

    What are the different ways an advisors and their clients can include an exposure to real estate assets in their portfolio? How does the market stack up with offerings that provide those means of access? Discuss the pros and cons of income vs. growth and equity vs. debt.

    Moderator: Matt Mayer, Berthel Fisher

    Participants: Bill Shopoff, Shopoff Realty Investments; Ramin Kamfar, Bluerock Real Estate; Michael Burwell, Redwood Mortgage; Steve Williams, Cantor Fitzgerald

    8:10 AM - 9:30 AM
    Lunch & Exhibition
    9:30 AM - 10:20 AM
    (21) Breaking Into the Market: A How-To Manual for Sponsors

    Sponsors frequently face a series of obstacles, pitfalls, and opportunities to consider as they evaluate this distribution channel and seek to access it as a source of capital raising. This session will seek to provide real estate and other alternative asset managers looking to access capital markets with a practical, step-by-step approach for launching a successful offering.

    Moderator: Chip Cunningham, Kaplan Voekler Cunningham & Frank

    Participants: Bryan Mick, Mick | Law; Taylor Garrett, Orchard Securities; Corey Maple, Lodging Opportunity Fund, REIT

    (23) Practice Management Advice from Elite Producers

    Financial advisors today face a myriad of challenges in their daily practices. They must wear many hats, including those of asset manager, financial planner, psychologist and marketer in order to succeed in today's ever-changing, dynamic marketplace. While most advisors wear each of these respective hats well, there are always one or two roles that present challenges. This panel will provide discussions specific to the various strategies implemented by successful advisors with a focus on growing their practice, while maintaining long-term client relationships.

    Presenter: Rajeev Kotyan, Innovative Advisory Group; Sean Barrett, Cornerstone Family Office

    (24) BDC Fundamentals: Understanding the Benefits, Sectors and Strategies

    Business Development Companies (BDCs) offer investors the opportunity to diversify their portfolios with debt investments for stable and attractive income. In today's market, there are now a number of quality BDCs to choose from that have differentiated investment strategies, portfolio construction, and management styles. Join this session to hear from industry experts, understand the benefits BDCs provide vs. REITs and other structures, and learn about the various strategies currently being deployed.

    Moderator: Derek Peterson, Terra Capital Partners

    Participants: Brian Buehler, Triton Pacific Securities; Robert Hoffman, FS Investments; Brian Mitts, Highland Capital Management

    DPP Best Practices

    This session will identify best practices with respect to working in the arena of Direct Participation Programs (DPPs).  The panelists will provide an outline of the key fundamental elements that should be considered and evaluated when reviewing and prior to working with a DPP. Industry experts will share their best ideas for what really works when it comes to implementing DPPs into one's practice. Collectively, industry participants including issuers, sponsors, broker-dealers, registered representatives, investment advisors, attorneys, and third party analysts can participate and play key roles by providing essential input on how to conduct proper due diligence and evaluate investment offerings due to the unique nuances in each program.  Because they have a low correlation to traditional asset classes, DPPs can provide excellent diversification to a portfolio heavy in stocks when positioned correctly.

    Moderator: Jan Ryan, JCC Advisors

    Participants: Coby Johnson, Four Spring Capital Trust; Mark Petersen, MBD Solutions; Matthew Peoples, Sealy & Company

    10:30 AM - 11:20 AM
    (25) Regulation A+: Newest Look

    Reg A+ -- more transparency than private placements? Lower cost than public offerings? Does Reg A+ provide the best of both worlds or a new set of complexities? Reg A+ has been around long enough now to evaluate the progress. These experts will update attendees on the latest in Reg A+ statistics and trends, and examine Reg A+'s journey so far.

    Moderator: Tom Voekler, Kaplan Voekler Cunningham & Frank

    Participants: Jon Merriman, B. Riley Financial; Gordon McBean, Cambria Capital; Matt Leiter, GK Development; Robert Kaplan, Jr., HC Government Realty Trust

    (26) A View from the Buy Side: Advice from the Broker-Dealers on How to Gain Traction in Capital Raising

    Sponsors launch a product expecting that its capital raise will be a success and will be readily accepted by financial advisors and the investing public. Yet regardless of how compelling an investment strategy the fund has or the experience and capability of the fund manager, many offerings stall due to several factors:

    • Sponsor does or does not have the financial ability to handle the fund raising process

    • Sponsor underestimates the time it takes for the due diligence process the IBDs must follow

    • First time sponsors don’t fully appreciate the time and cost of launching a product in the IBD channel

    • Sponsors should consult the front line participants on program structures to get a feel for what structure investors are most interested.

    This session will examine some of the issues that fund sponsors should consider in structuring their product to appeal to financial advisors and their clients, and the pitfalls that fund sponsors should avoid. In particular, this session will focus on the following questions:

    • For a first-time fund sponsor, is it more effective to create a captive broker-dealer with dedicated wholesalers or hire a managing broker-dealer?

    • Are multiple investment classes a necessity in the current environment for products? Why or why not?

    • Are perpetual-life entities or finite-life entities more appealing in the current environment? How frequently should a public fund offer liquidity to be appealing to broker-dealers?

    • Should a private fund expect to offer liquidity?

    • Should a fund sponsor seek to appeal to multiple distribution channels (broker-dealers, RIAs, family offices) with a single product? Why or why not?

    • What is the number one reason that an offering fails to raise sufficient capital?

    • What is the one piece of advice you would give to first time fund sponsors about capital raising?

    Moderator: Brent Barton, MBD Solutions

    Participants: Brannon McPherson, Evolv Capital; Michael Miller, Sigma Financial Corporation; David Hock, Arete Wealth Management; Neil Greene, Newbridge Securities Corporation

    (27) Marketing and Media Strategies to Promote Your Practice

    Whatever role you play in the alternative investment field there are certain marketing fundamentals that will help you reach your target audience in a very professional manner. Learn marketing best practices, including how the role of messaging, content and execution through a variety of mediums will help your business grow and influence how you are perceived in the marketplace.

    Presenters: Damon Elder, Spotlight Marketing Communications; Eric Fischgrund, Fischtank Marketing & PR

    (28) Why Private Equity is Ready for Mainstream Retail

    Session aimed to offer private equity insight from executive management and portfolio management regarding deal sourcing, underwriting, portfolio management and why current market conditions make sense for mainstream retail investors to look at private equity.

    Participants: Craig Goos, GPB Capital; Grant Mathey, Mick | Law; Craig Faggen, Triton Pacific Securities

    11:20 AM - 11:50 AM
    Break & Exhibition
    11:50 AM - 12:40 PM
    (29) Ask the Experts: 1031 Tax Analysis and Sales Practices

    This panel will feature top financial advisors in the 1031 industry. The session will be led off by a real life example of the tax benefits of completing an exchange vs. paying taxes, and how to present the advantages to the client. This will be followed with a discussion of ideas and advice from some of the most seasoned and successful professionals in the industry. Get ready to take notes and increase your book of business!

    Moderator: Mark Kosanke, Concorde Investment Services

    Participants: Debra Schleining, McDermott Investment Services; Jack Creighton, Sourcenet Investment Services

    (30) The Household Endowment Model

    Learn how to incorporate the endowment model into your practice so as to incorporate alternative assets with direct investment programs alongside publicly traded assets to improve the probability of achieving clients’ objects in a volatile market. Discuss endowment style investing, how Yale has successfully used alternatives and steadily increased its allocation to alternatives to achieve higher returns, to demonstrate new ways of investing for individuals investors, the old 60/40 model may not provide the diversification expected. Demonstrate the impact of alternatives on investment portfolios and how to emulate the Yale endowment and David Swensen's investment management strategy and theory for individual investors to help lower exposure to volatile markets and still achieve desired objectives.    

    Moderator: Daniel Oschin, Shopoff Realty Investments

    Participants: Vince Annable, Wealth Strategies Advisory Group; James Steuterman, Arctrust, Inc.; Vali Nasr, ClaraPHI Advisory Network; Carter Williams, iSelect Fund

    (31) Interval Funds and New Structures: Is Third Party Due Diligence Necessary?

    As new products blur the lines between traditional and alternative structures, industry participants are working to determine the appropriate onboarding for innovative products. A panel of industry leaders will offer broker-dealer, third-party due diligence and sponsor perspectives on potential hurdles for new product offerings. Find out what product features are critical to determining the path for due diligence and current industry practices in this dynamic environment.  

    Moderator: Matt Malone, FS Investments

    Participants: Susan Kelly, Commonwealth; Todd Snyder, Snyder Kearney; Josh Hoffman, Bluerock Real Estate

    (32) Managing the Due Diligence Process: Do Broker-Dealers Have Enough Bandwidth?

    Learn to manage the due diligence process in a way that is efficient and yet thorough so that you can provide the best to your clients, while reducing resource utilization within your firm.

    Moderator: Darren Whissen, Atomi Financial Group

    Participants: Aaron Rosen, Lucia Capital Group; Matt Chancey, ClaraPHI Advisory Network; Todd Doorenbos, Arete Wealth Management

    12:50 PM - 1:40 PM
    (33) Reps and Advisors Peer Panel

    Financial advisors today face a myriad of challenges in their daily practices. They must wear many hats, including those of asset manager, financial planner, psychologist and marketer to succeed in today’s ever-changing, dynamic marketplace. While most advisors wear their respective hats well, there are always one or two roles that present challenges. Successful advisors will discuss specific strategies they have implemented to grow their practices and maintain long-term client relationships.  

    Moderator: Jason Kavanaugh, Concorde Investment Services

    Participants: Scott Sheehan, DFPG Investments; Joe Michaletz, Concorde Investment Services; Ian Filippini, Filippini Wealth Management; Mark Upchurch, Centaurus Financial

    (34) Due Diligence on New and Evolving Structures

    Alternative investment product structures have evolved significantly over the last few years. The panel will discuss how the evolution of product structures and their related attributes have resulted in new challenges and complexities in the diligence process. The panel will also explore ways to mitigate such challenges.

    Moderator: Tyler Green, The Bowman Law Firm

    Participants: Deborah Froling, Kutak Rock; Bart Malcom, Triloma; Peter Magnuson, Securities America

    (35) Expanding Beyond Traditional Real Estate and Energy Programs to Further Diversify and Enhance Your Portfolio Construction

    Learn about strategies using venture capital and innovative insurance-related products and services to enhance diversification and differentiate an advisory practice in both the independent broker-dealer and RIA channels.

    Moderator: Bryan Mick, Mick | Law

    Participants: Matthew Paine, GWG Holdings; Carter Williams, iSelect Fund; Matt Nemic, Shurwest

    1:45 PM - 2:30 PM
    General Session IV: Legislative & Regulatory Update Part II

    The more legislative portion of the L&R update, covering current issues such as tax reform and other national legislative developments.

    Presenters: Larry Sullivan, Passco Companies; Tom Rosenfield, Hillstaffer; Robert J. Cogan, Senior Policy Advisor, House Budget Committee Office of Tax and Revenues

    2:30 PM - 3:40 PM
    Cocktail Reception & Exhibition
  • Wednesday, October 25
    3:30 AM - 4:30 AM
    Breakfast & Exhibition
    4:30 AM - 5:30 AM
    General Session V: Roger Ibbotson, Ph.D.

    Roger Ibbotson, Ph.D.

    Chairman & Chief Investment Officer

    Zebra Capital Management, LLC

     
    Roger-Ibbotson (1)

    Sponsored by:
    Shurwest_LOGO_CMYK_VERTICAL-jpeg
    5:40 AM - 6:30 AM
    ADISA President's Sponsor Session: New Channels, New Opportunities, New Challenges

    Firms looking to grow their business are looking at expanding their distribution footprint to include new prospects, including investment advisers. Speakers for this session will provide current data on alternative investment product sales by channel and other measures, and will discuss what it takes to effectively take aim at the adviser channel from a product as well as a selling perspective. The moderator will ensure that the panelists have time to address questions from the audience.

    Moderator: John Grady, ADISA President, DLA Piper

    Participants: Michael Andrews, DST/Kasina; Brandon Marrs, Marrs Group

    Broker-Dealer Advisory Council (BDs, RIAs, FOs only)

    ADISA's popular gathering of broker-dealers. This year's program features follow-up work on the practical effects of the fiduciary rule and how broker-dealers are dealing with it.

    Reps and Advisors: Gathering and Keeping the AUM You Deserve

    As an advisor, your existing book could have at least double the assets than you currently have. Learn how to gather and keep the AUM you deserve while enhancing your brand more through process than product.

    Moderator: Austin Dutton, Bridge Valley Financial

    Panelists: Ray Lucia Jr., Lucia Securities; Patrick McSherry, LCM Investment Management

    6:40 AM - 7:30 AM
    (38) Cybersecurity

    Is the cybersecurity situation getting better? Or is it getting worse? Join us for a discussion about the current state of exposures (hint: like regulation, cybersecurity issues are not going away). We will tackle topics from broader global and industry concerns down to practical steps that you can incorporate into your life to improve your business and personal security. If you think that cybersecurity, privacy and handling customer data is the IT department's problem, think again. "It's not my job" or "I'm not a techie" is going to fall on deaf regulatory ears. And that is all before you consider the potential for damage or interruption of your business from an actual attack or compromise of your systems.

    Facilitator: Lee Iredell, Iredell Consulting

    Presenter: Tom Embrogno, Docupace

    (39) Choosing the Right Technology Solutions & Not Living to Regret It: How Advisors & IBDs Can Avoid Pitfalls in the Selection of Technology Systems for their Practice

    This in-depth session will examine the state of technology in our industry, the benefits of investing in technology, and popular technology solutions, as well as common technology traps. Special discussion points to be covered include:

    • The importance of full integration with custodians

    • Best practices for choosing technology

    • Asset custody to ensure your providers is a growth partner vs. potential competitor

    Facilitator: Brian Buehler, Triton Pacific Capital Partners

    Presenter: Melissa Sanders, Trust Company of America

    (40) State of the Market for Lending/Debt Offerings

    As the economy continues to recover, regulations are constraining banks' corporate lending, 10-year loads made before the downturn are due for refinancing, and interest rates are anticipated to increase over the next few years. Meanwhile, institutions are recognizing the opportunity to provide private lending, why shouldn't retail investors have access as well? Join this session to learn of the various programs available through the issuers working in the IBD and RIA channels. What should broker-dealers and advisors be aware of when considering the different programs? What markets offer the best potential?

    Moderator: Dana Woodbury, Buttonwood Investment Services

    Participants: Stephen Hamrick, Terra Capital Partners; Peter Magnuson, Securities America

    7:40 AM - 8:30 AM
    General Session VI: CEO/C-Suite Panel

    After the economic crisis of 2008/2009, government imposed regulation has created significant pressure on the financial services sector in attempt to prevent another crisis. It is not easy running a company, especially in today's fast-paced, ever-changing business world. Each CEO on this panel will provide an overview of changes and adjustments they had to implement in both product design and distribution strategy, with a focus on sustaining growth, while bringing to market investment products that satisfy investors' changing needs.

    Moderator: John Rooney, Commonwealth Financial Network

    Panelists: Michael Kelly, President & Chief Investment Officer, FS Investments; Michael T. Ezzell, CEO, Inland Securities Corporation; Ramin Kamfar, Founder & CEO, Bluerock Real Estate; Kevin Shields, Chairman & CEO, Griffin Capital Corporation

Education Tracks

  • '40 Act & Interval Funds

Leaders: Martin Dozier, Alston & Bird; John Grady, DLA Piper


  • 1031s

Leaders: Mary Jo Wenmouth, Capital Square 1031; Mike Bendix, DFPG Investments


  • CEO and Advisor Peer Panel

Leaders: Keith Lampi, Inland Private Capital Corporation; Sori Farsheed, Bluerock Capital Markets


  • Preferred Stocks

Leader: Merriah Harkins, GWG Holdings


  • RIA Track, Self-Directed IRAs

Leaders: Rajeev Kotyan, Innovative Advisory Group; Vali Nasr, ClaraPHI Advisory Network


  • Women's Initiative Forum

Leader: Heidi Wheatley, Preferred Apartment Communities


  • Legislative & Regulatory

Leader: Larry Sullivan, Passco Companies


  • General Sessions

Leaders: John Grady, DLA Piper; John Harrison, ADISA; Lee Iredell, Iredell Consulting Group

  • Robofunding and Crowdfunding

Leaders: Rajeev Kotyan, Innovative Advisory Group; Vali Nasr, ClaraPHI Advisory Network

  • REITs

Leader: Mark Petersen, MBD Solutions

  • Energy

Leader: Brad Updike, Mick | Law

  • Analysis

Leader: Catherine Bowman, The Bowman Law Firm

  • Private Equity

Leader: Brian Buehler, Triton Pacific Securities

  • Direct Program Participation

Leader: Greg Mausz, Preferred Apartment Communities

  • Broker-Dealer Advisory Council

Leader: Larry Lyons, Kalos Financial

  • RIA/Family Office Advisory Council

Leader: Tony Grego, ADISA (acting)

Special Guests

Attending Companies

  • Associate Firms

1031 Investment Services
180 Turn Aroung Group
20/20 Capital Management, Inc.
2nd Market Capital Advisory Corporation
6JM LLC
A.C Miller Advisory Services
Accretive Wealth Management
Advanced Wealth Planning
Affinity Real Capital
Alameda Financial Group
ALTZ Investment Strategies, LLC
Ameriprise Financial Services, Inc.
Ameritas Investment Corp.
Anchor Financial Group
Andorra Investment Management
Annuities Made Simple
AOG Wealth Management
Archer Investment Advisors
Arete Wealth Management
ARETE Wealtj Manager
Argos Family Office LLC
Arque Capital Ltd.
ASG CAPCO CORP
Ashland Pacific
Atlanta Capital Group
Atomi Financial Group
AZM Financial
BANDER Investments
Bank Fund Equities, Inc.
Belpointe Asset Management LLC.
Berthel Fisher & Company Financial Services Inc
Blue Oak Group, LLC
Boustead Securities, LLC
Bren Ventures LLC
Bridge Valley Financial Services
BSG&L Financial Services, LLC
Cabin Securities
Cabot Lodge Securities, LLC
Calton & Associates Inc
Cambria Capital
Capital Financial Services, Inc.
Capital Management Analytics
CapStack Partners
Capstone Financial Consultants LLC
Capstone Wealth Planning
Cascade Financial Management Inc
Cavalier Funds
Centaurus Financial, Inc.
Center Street Securities
Cetera Financial Group
Charles Schwab
Chen Planning Consultants, Inc.
Chrysalis Capital Group LLC
Claraphi Advisory Network
Clear Direction Investments LLC
Clear Stream Advisors
Coastal Equities, Inc.
Colorado Financial Service Corporation
Commonwealth Financial Network
Concorde Financial
Concorde Investment Services
Corcapa 1031 Advisors
Cornerstone
Cornerstone Exchange Services
Cornerstone Family Office, Inc.
Cornerstone Real Estate Investment Services
CORPORATE INVESTMENTS GROUP, INC.
Courtlandt Financial Group, Inc.
Covenant Capital Holdings
Coyne Capital Managment
Creative Wealth Advisors, LLC.
Crescent Securities Group Inc
Custom Wealth
DA Davidson
Da Vinci Global Consulting, LLC
David White & Associates
Deans Consulting
Dempsey Lord Smith, LLC
Derby and Derby
Desert Rose Capital Management, Inc.
DFPG Investments, Inc.
Discipline Advisors, Inc.
Dunn Financial, Inc
Dwyer Financial, LLC
Eagle Wealth Management Group LLC
Easan Katir
Effective 1031 Planning
Elliott Capital Management, Inc.
Elmcore Securities LLC
Emerson Equity LLC
Family Office Partners, Inc.
Fiduciary Wealth Management, LLC.
Fillipini Wealth Management
Finance Cape
Financial Architects, Inc.
Financial Designs, Ltd.
First Financial Equity Corp.
FISN, a division of Landolt Securities
FMN Capital Corporation
Focal Point Capital Management, LLC
Forterra Capital Partners
Fortitude Investment Group LLC,
FourStar Wealth Advisors, LLC
Fox Wealth Advisors
Freedom Investors Corp
Frontier Wealth Strategies
Frontline Financial Group LLC
Global Asset Advisors
Gradient Securities LLC
Grand Canyon Financial Advisors
Great Point Capital
Gryphon Private Wealth Management
H&S Wealth Management
Hartfield Financial & Insurance Services, Inc.
High Country Capital Management
HN Financial Group
Horev and Associates
IAMC
IBN Financial Services, Inc.
IFS Securities, Inc.
IFSG
IHT Wealth Management
IMS Securities Inc
Income Property Advisors
Independent Financial Group
Independent Financial Services Professional
Infinity Financial Services
Innovative Advisory Group, LLC
Innovative Income Strategies, LLC
INNOVATIVE WEALTH PARTNERS, LLC
Interactive Wealth Advisors
International Assets Advisory, LLC
Investment Advisor Associates Inc
Investment Capital Resources
Investment Security Corporation
IPA 1031 Group
IRA Wealth Management
IREXA Financial Services / Wealth Strategies
Irvine Advisors
ISC Group
JL Capital Management
JRL Capital Advisors
Kalos Financial, Inc
Karas Partners Inc.
KF Financial Services
Kingsley Family Office
Kitsune Advisors, LLC
Kuhn Wealth Management
Ladenburg Thalmann & Co. Inc.
Lamont Financial Services
Landolt Securities Inc
Lane Group USA
LCM Investment Management, LLC
Legacy Wealth Management, LLC
Legend Capital Group
Lewis Financial Management
Life Strategies Advisors
Lightpath Capital, Inc
Lincoln Financial
Lionchase Holdings
LJCooper Capital Management LLC
Lopez Wealth Management Group
LPL Financial LLC
Lucia Securities
M Holdings Securities Inc
M.A. Hill Brokers
MAB Investments
Madison Avenue Securities, Inc.
MAM Global Financial (RIA)
Manchester Financial
Maroon Capital Group
Martin Tax & Financial Services
Massey Financial Group
MB Investments
MBR Capital Management, Inc.
McDermott Investment Services, LLC
Mehta Services Company
Merryfield Barnes, LLC
Miller Buckfire & Co., LLC
Moloney Securities - Retail
Money Concepts Capital Corp.
Nandi Dean Pathefinder
Nations Financial Group
NBC Securities
New Frontier Financial Advisory, LLC
Newbridge Securities Corporation
Niagara International Capital Limited
NPB Financial Group LLC
Oak Tree Securities Inc
Oakwood Advisory Group
Oneamerica Securities, Inc
Orchard Securities - CTT
Park Ave Capital Management Intl.
Passed Pawn Advisors
Paul Delle Cese, CPA, RR
Peachtree Advantage
Peak Financial Services
Pearson Capital Management
performance investment management
Platinum Wealth Group
Plotkin Financial Advisors, LLC
Polley Financial
Preylock Holdings
PrimeX
Private Family Office, LLC
Purshe Kaplan Sterling Investments
Quiver Financial
R.W. Bowlin Investment Solutions, Inc.
RD Heritage Group
Real Estate Transition Solutions, LLC
Regal Securities, Inc.
Retirement Solutions, Inc
Robin Edgar Investments
RSD Advisors
Rumbaugh Financial Inc.
Russell & Company
Salish Wealth Management
Sanctuary Wealth Management LLC
SANDLAPPER Securities
SCF Securities Inc
Securities America, Inc.
Sequence Financial Specialists, LLC
Sigma Financial Corporation
Signator Investors, Inc.
Silber Bennett Financial, Inc.
Silverhawk Asset Management, LLC
Simons Financial Network
Solomon Financial Services
Sound Investments
Sourcenet Investment Services LLC
South Coast Wealth Management
Sterling Investment Advisor
Steven Yeh & Associates
Stone River Capital LLC
Strategic Advisors, Inc.
Strategic Wealth Planning
Sunbelt Securities, Inc.
Synergistic Fincl Ctr
Synergy Wealth Mgmt
TAG Group, Inc
TATE ASSET MANAGEMENT
TCM Securities, Inc.
The Blue Oak Group, LLC
The Kaplan Companies
The O.N. Equity Sales Co
The Renaissance Group, LLC
The Sherer Group
The Strategic Financial Alliance, Inc.
Thomas J. Wolf, CFP
Titan Securities
TKC Wealth Management, LLC
TMI Holdings
Trustmont Financial Group, Inc.
Tryon Investments, LLC
Ultra Financial Partners
Ultra Financial Services
United Management Group
US Capital Wealth Management
Venovate Marketplace Inc.
Vestech Securities
VFG Securities
VIA Folio
Vogel Law Group
Wall Street Strategies
WealthGurus(R)
Western International Securities,
WestPark Capital, Inc.
WFA Wealth Managers
Whitehall-Parker Securities, Inc.
Widener & Asher Asset Management
Wilson Wealth Management, INC.
WRS
Wychick Investment Advisors Inc
Wynn Financial
Xsolla Capital

  • Affiliate Firms

AI Insight
Alston & Bird LLP
Aon Risk Solutions
Arete Capital Markets
Armstrong Teasdale
Aston and Affiliates
Baker & McKenzie LLP
BANKCODE
Brixio
Bullish Media
Buttonwood Investment Services LLC
CapHarbor Realty Advisors, LLC
CFX Markets
Chess Law Firm
CNA
Community National Bank
Computershare
CrowdStreet
Discovery Data
DLA Piper
DST Systems Inc
Duval & Stachenfeld LLP
EB5 Deals.com
Equity Institutional
Evolv Capital
Exempt Edge Inc.
Factright, LLC
Financial Media Group
Financial Services Institute Inc.
FischTank
Great Lakes Fund Solutions, Inc.
Incapital
Integro Insurance Brokers
InvestBetter Consulting
IPA - Investment Program Association
Iredell Consulting
JCC Advisors, LLC
Kaplan Voekler Cunningham & Frank PLC
KeyBankReal Estate Capital
KINGDOM Trust
Kirton McConkie
KOB Event Solutions, LLC
Kutak Rock LLP
Laser App Software
Lendit
Mainstar Trust
MBD Solutions
Mediant
MGL Consulting
Mick Law PC, LLO
Miterko & Associates
Modern Equity Services LLC
Moran Reeves Conn PC
Morris Manning & Martin LLP
My RIA Lawyer
NLR Advisory Services, LLC
NuView IRA
Opal Group
Orchard Securities - MBD
Orion Advisors LLC
Paliotta & Associates
Paquette and Associates
PENSCO Trust Company
Phoenix American Financial Services, Inc.
Real Assets Adviser
Real Assets Adviser - Institutional Real Estate Inc.
Risley Associates
RME360
Robert A. Stanger & Co., Inc.
S2K Financial
SC Distributors, LLC
Securities Transfer Corporation
Selequity
Seyfarth Shaw LLP
Sherman Bridge Lending
Skyway Capital Markets, LLC
Snyder Kearney, LLC
Sorensen Entity Services
Spotlight Marketing Communications
The Bowman Law Firm LLC
The DI Wire
The Entrust Group
TM1031 Exchange
Trust Company of America
Vantage Consulting
WEALTH STRATEGIES ADVISORY GROUP
Williams Mullen
Wilson Elser
Winget, Spadafora & Schwartzberg, LLP
WRKFLOW.ORG

  • Sponsor Firms

AEI Capital Corporation
Archon Capital
ARCTRUST, Inc.
Arete Wealth Management
Avistone, LLC
Bayside Partners
Black Creek Group
Bloomfield Capital
Bluerock Real Estate
Bridgeton Holdings
Broad Reach Retail Partners
Cache Private Capital
Cantor Fitzgerald
Capital Square 1031
Capital Square Realty Advisors
CapitalDynamics
Carter Multifamily Fund Management Co LLC
Carter Multifamily Fund Management Co. LLC
Carter/Validus Mission Ciritcal REIT Inc
CNL Securities Corp.
Cole Capital
Conestoga International, LLC
Coparcel, Inc.
Core Pacific Advisors
Core Pacific Advisors, LLC
Cottonwood Residential
Crossroads Capital Group
Cunat
Cygnus Capital
DeSanto Realty Group
Devonshire REIT
District Investments, LLC
EcoVest Capital Inc.
EvrSource Capital
ExchangeRight Real Estate
Four Springs Capital Trust
FS Investments
Geyser Holdings
GK Development Inc
GPB Capital
Granite Capital Group
Griffin Capital Corporation
GWG Holdings, Inc.
Hamilton Point Investments LLC
Hamilton Zanze & Company
Hartman Income REIT
HC Government Realty Trust, Inc.
HC2 Capital
Highland Capital Management
Hines Securities
IGF Investment Grade Funds
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
InSite Group
Inspired Healthcare Capital
Institutional Property Advisors
IronOak Energy
iSelect Fund Management, LLC
JCC Advisors
KBS Capital Markets Group LLC
Kingsbarn Realty Capital
L’Auberge Fund Manager, LLC
Land Investors, LLC
Landmark Dividend
LCM Investment Management
Lennox Income & Opportunity Fund
Lodging Opportunity Fund, REIT
MacKenzie Capital Management
Madison Realty Companies
MCI Megatel Capital Investment
MDS Energy
Montego Minerals
Moody National Companies
MVP Realty Advisors
Natural Resource Advisors LLC
Nelson Brothers Professional Real Estate
NorthStar Securities, LLC
Passco Companies LLC
Peachtree Hotel Group
PECO Real Estate Partners
Phoenix American Hospitality
Preferred Apartment Communities Inc
Provasi Capital Partners
Redwood Mortgage
Resource
Resource Royalty, LLC
RK Properties
Royal Palm Companies
SANDLAPPER Capital Investments, LLC
Sealy & Company
Shopoff Realty Investments
SHURWEST
Sixty West, LLC
SmartStop Asset Management
Starboard Realty Advisors LLC
Steadfast Capital Markets Group
Steadfast Investment Adviser, President
Tahoe Spirits, Inc.
Tangible Assets LLC
Terra Capital Partners LLC
Terra Secured Income Fund
The Empire Group LLC
The Entrust Group
The Lightstone Group
The McLean Group
The Vault Strategy
Time Equities Inc
Triloma
Triton Pacific Securities
UMB Bank
University of Denver
Upeva
US Capital Global Securities, LLC
US Energy Development Corporation
Virtua Capital Management
W. P. Carey Inc.
Walton Street Capital LLC
Waypoint Residential
Webb Creek Management Group, LLC
Zebra Capital Management

*indicates exhibiting firms

Media Partners

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  • bloombergbrief
  • PrivateEquity1
  • PropertyFundsWorld1
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  • WealthAdviser
  • RealAssets_Logo_LtBg_500px2
  • Opal_Group1
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Exhibitor Info.

Exhibitor Schedule

Set-up Hours:

  • Sunday, October 22
    8:00 pm-11:00 pm
  • Monday, October 23
    8:00 am-4:00 pm

Show hours:

  • Monday, October 23
    6:00-7:00 pm
  • Tuesday, October 24
    8:00 am-7:30 pm
  • Wednesday, October 25
    7:30-9:00 am

Tear-down hours:

  • Wednesday, October 25
    9:00 am-1:00 pm

    *All exhibitor materials must be removed by 1:00 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, September 29, 2017
  • Banner ad on event mobile app -- DUE Wednesday, October 11, 2017
  • Brief company profile included in the event mobile app -- DUE Wednesday, October 11, 2017
  • Recognition by category on the ADISA website, select pre-event eblasts, onsite signage and general PowerPoint
Platinum exhibitors receive:
  • Half page, 4-color ad in printed conference program -- DUE Friday, September 29, 2017
  • Brief company profile included in the event mobile app -- DUE Wednesday, October 11, 2017
  • Logo displayed, linking to URL of choice, in event mobile app - DUE Wednesday, October 11, 2017
  • Recognition by category on the ADISA website, select pre-event eblasts, onsite signage and general PowerPoint
Gold exhibitors receive:
  • Brief company profile included in the event mobile app -- DUE Wednesday, October 11, 2017
  • Recognition by category on the ADISA website, select pre-event eblasts, onsite signage and general PowerPoint
  • Logo displayed, linking to URL of choice, in event mobile app
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:
  • Recognition by category on the ADISA website, 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

Jennifer Fitzgerald

Director of Marketing

317.663.4175

Program book
Ads
Logo usage
Media questions

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.

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