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.

*draft as of 10/1/2019

 

  • Broker-Dealer

    - Practice Management for Registered Representatives
    - Broker-Dealer/Registered Representative Roundtable
    - The Evolution of Broker-Dealers

  • RIA/Family Office

    - "Stepping into RIA Shoes"
    - Operations, Regulations & Technology
    - RIA/Family Office Roundtable

  • Due Diligence

    - Third-Party Due Diligence Opinions -- Fair, Balanced, Fees, Accountability
    - DDQ Process -- A Master Plan for the Masses
    - 1031 Underwriting an Offering & Sponsor

  • Legislative & Regulatory

    - Regulatory Micro-Evolution
    - Mergers & Acquisitions Activity

  • Emerging Products
    -Opportunity Zones
  • Marketing & Technology

    - Best Practices in Marketing & Technology
    - FinTech & Cybersecurity

  • Private Offerings

    - Fundamentals & Best Practices of Alts
    - 1031s: Beyond Site Visits -- Financial Forecasts & Leverage
    - Ongoing Underwriting: Broker-Dealer/RIA Needs & Sponsor Requirements

  • Public Offerings

    - REITs: Who's Hot & Who's Not
    - Preferred Series Offerings
    - BDCs/Interval Funds -- Credit Strategies

  • Specialty

    - Reg A, Crowdfunding & Conservation Easements
    - Private Equity -- Offerings & Opportunities
    - Blockchain, FinTech & RegTech
    - Oil & Gas

  • General Sessions

    - Industry/Sector Update
    - Legislative & Regulatory Update
    - CEO Panel
    - Guest Speaker

  • Associate Firms

    1031 CrowdFunding, LLC
    1031 Financial
    Accretive Wealth Management
    ACG Wealth
    Advanced Strategies Inc.
    Advisory Group Equity Services, Ltd.
    AEON
    Affinity Real Capital
    Alameda Financial Group
    Alan B Lancz & Associates
    Alta Investment Group
    Alta Ridge LLC
    Alternative Investment, Inc
    Altruist Advisors
    Altruist Capital
    Ameritas Investment Corp.
    Anchor Financial Group
    Angel Rock Advisors
    Archer Investment Advisors
    Archer Investors
    Arete Wealth Management
    Arkadios Capital
    Arrivato, LLC
    ASG CAPCO CORP
    Asset Strategy Advisors, LLC
    Atlas Wealth Management Group, LLC
    Atomi Financial Group
    Ausdal Financial Partners, Inc.
    BANDER Investments
    BCJ Capital Management
    Belpointe Asset Management LLC.
    Benchmark Investments, Inc.
    Berthel Fisher & Company Financial Services Inc
    BIMA Capital, LLC
    BJC Financial Group
    Brookstone Capital Management
    BSG&L Financial Services, LLC
    Cabin Securities
    Cabot Lodge Securities, LLC
    Calton & Associates Inc
    Cambria Capital
    Cambridge Investment Research Inc
    Capulent LLC
    Carmandalian Financial Group, LLC
    Cascade Financial Management Inc
    Catalina Capital Group
    Catalyst Wealth Management
    Centaurus Financial Inc
    Centaurus Financial, Inc.
    Center Street Securities, Inc.
    Certis Capital Management
    Cetera Financial Group
    Chalice Capital Partners, LLC
    Chen Planning Consultants, Inc.
    Claraphi Advisory Network, LLC
    Clear Direction Investments LLC
    Clear Stream Advisors
    Coastal Equities, Inc.
    Colorado Financial Service Corporation
    Competitive Edge Wealth Management
    Concorde Asset Management, LLC
    Concorde Investment Services LLC
    Continental Nine Financial Management
    Corcapa 1031 Advisors
    Cornerstone Real Estate Investment Services
    Courtlandt Financial Group, Inc.
    Coyne Capital Managment
    Creative Wealth Advisors, LLC.
    Crescent Securities Group Inc
    Crosspoint Financial, LLC
    Custom Wealth
    Da Vinci Global Consulting, LLC
    David White & Associates
    DEL MAR Wealth Management
    Dempsey Lord Smith, LLC
    Derby and Derby
    DeWitt Wealth Management
    DFPG Investments, Inc.
    Discipline Advisors, Inc.
    Dorado Peak Capital
    Dunn Financial, Inc
    DWYER FINANCIAL, LLC
    Eagle Wealth Management Group LLC
    EAGLE Wealth Management Group, LLC
    Elmcore Securities LLC
    Emerson Equity LLC
    Equifinancial LLC
    Espinoza Private Wealth Manangement
    Falkirk Capital
    Family Office Investments
    Filippini Investment Advisory
    Financial Architects, Inc.
    Financial Designs, Ltd.
    First Financial Equity Corp.
    First Guardian Group LLC
    FISN/Landolt Securities
    FIT Strategic Advisors LLC
    FOLIO INVESTMENTS, INC.
    Fortitude Investment Group
    Fortitude Investments
    FourStar Wealth Advisors, LLC
    Frontier Wealth Strategies, LP
    G2J2 Investment Management
    GCB Private Wealth
    Get 1031 Properties
    Global Value Add Inc.
    Global View Capital Management, LTD
    Global Wealth Partners Inc
    Golden State
    Gotham Investors
    Gradient Securities LLC
    Grand Canyon Financial Advisors
    GRAnderson Wealth Management Group, Inc.
    Great Point Capital
    Harrigan | Teegarden Private Wealth Advisors
    Hartfield Financial & Insurance Services, Inc.
    Heritage Capital Advisors Inc
    Hickory Capital, LLC
    Highpoint Planning Advisors
    Hoover & Associates
    IAMC
    IBN Financial Services, Inc.
    IDB Capital Corp
    IHT Wealth Management
    Income & Wealth Strategies Inc
    Independent Financial Group
    Independent Financial Services Professional
    Innovative Advisory Group, LLC
    INPAC Wealth Solutions
    International Assets Advisory, LLC
    Investment Advisor Associates Inc
    Investment Security Corporation
    IREXA Financial Services / Wealth Strategies
    Jeramie Saoud
    John-Luke Financial
    JRL Capital Advisors
    JRL Capital Corporation
    Kalos Financial, Inc
    Karas Partners Inc.
    Kay Properties and Investments LLC
    Kinsley Family Office
    Kingsley Group
    KMS Financial Services, Inc.
    Knapp Financial Advisors
    Kovar Capital
    Kuhn Wealth Management Inc
    Kuhn Wealth Management Inc.
    Ladenburg Thalmann & Co. INC.
    Lamont Financial Services
    Landolt Securities, Inc.
    Lazari Capital Management Inc.
    LCM Investment Management, LLC
    Legacy Investment Real Estate
    Legacy Wealth Management
    Legacy1031
    Life Strategies Advisors
    LifeMark Securities Corp
    LightPath Capital, Inc.
    Lincoln Financial Advisors Corporation
    LJCooper Wealth Advisor
    Lionchase Holdings
    Lovell Wealth Management
    M Holdings Securities Inc
    M Stevens Wealth Advisors
    M.A. Hill Brokers
    Madrona Financial
    Martin Tax & Financial Services
    MB Investments
    MBD Solutions
    MEHTA SERVICES COMPANY
    Mercer Financial Group Ltd.
    Miller Buckfire & Co., LLC
    Mirae Asset Wealth Management
    Moloney Securities - Retail
    Moloney Securities Co., Inc.
    Money Concepts Capital Corp.
    Moregain Capital Group
    My Investment Advisor, Inc.
    Navigo Wealth - Mark Cawyer
    Nelson Securities, Inc.
    Newbridge Securities Corporation
    NexTrend Securities, Inc
    Ni Advisors, Inc.
    NORTH EAST ASSET MANAGEMENT GROUP, INC.
    Northsight Wealth Management
    NPB Financial Group LLC
    Oak Tree Securities, Inc.
    Orchard Securities -- CTT
    Park Ave Capital Management Intl.
    PARK CITY CAPITAL INC
    Passed Pawn Advisors
    Peak Financial Services
    Pearson Capital Management
    Phoenix Financial
    Pinnacle Capital Group
    Pinnacle Equity Management, LLC
    Pinnacle Financial Wealth Management
    Platinum Wealth Group
    Portsea Investments, Inc.
    Primex
    Purshe Kaplan Sterling Investments
    Quiver Financial
    RCM Investments
    RCX Capital Group, LLC
    RD Heritage Group
    Redmount Capital Partners, LLC
    Regal Securities, Inc.
    RELiANCE Investing
    Reshape Wealth
    Retirement Solutions Inc
    Retirement Solutions, Inc
    RIA
    Richfield Orion International 
    Ridgeline Asset Management, LLC
    RNR Securities LLC
    Robin Edgar Investments
    Rozell Wealth Management
    Saxony Securities Inc
    SCF Securities Inc
    Schultz Financial Group, Inc.
    Sequence Financial Specialists
    SF Benefits
    Sigma Financial
    Sigma Financial Corporation
    Signature Resources Capital Management, LLC
    Silicon Valley Wealth Management Solutions
    Simons Financial Network
    Solomon Financial Services
    Sourcenet Investment Services
    South Coast Wealth Management
    Southern CA Wealth Management Associates LLC
    Southwestern Advisory Group
    Stax Capital
    Sterling Investment Advisor, Inc.
    Steven Yeh & Associates
    Stone River Capital LLC
    Strategic Advantage Financial
    Strategic Wealth Planning
    Sunbelt Securities, Inc.
    SW Financial
    Synergy Wealth Management
    TADA Wealth Advisors, Inc.
    Tate Asset Management
    Tavel Insurance & Financial Services
    Taylor Advisorory
    The Invicta Group
    The Strategic Financial Alliance
    Thomas J. Wolf, CFP
    Titan Securities
    TKC Wealth Management, LLC
    Trustmont Financial Group, Inc.
    US Capital Investment Management LLC
    Valeo Groupe
    VENTURE.co
    Vestech Securities
    VFG Securities Inc
    Vineet Goyal Financial Group
    WE Alliance Wealth Advisors, Inc.
    WealthGurus®
    West park capital
    West Peak Investments
    Western International Securities, Inc.
    WestPark Capital
    Whitehall-Parker Securities, Inc.
    Widener & Asher Asset Management
    Wilson Wealth Management
    Wychick Investment Advisors Inc
    Xnergy Financial

  • Affiliate Firms

    1031 Ventures, LLC
    *Abacus Life
    Abu Dhabi Investment Authority
    Acorn Technology Services
    AI Insight
    Alternative Investment Exchange (AIX)
    *AmCap Inc
    *Aprio
    Baker & McKenzie LLP
    Baker Donelson
    Baker Tilly Capital LLC
    BlackBird Financial LP
    Buttonwood Due Diligence, LLC
    Clarity Finance
    Clear Sky Capital
    *CNB Custody, A Division of Community National Bank
    *Computershare
    *Discovery Data
    *DLA Piper
    *Engage-BD
    *Envision Financial Systems, Inc
    *Equity Advisor Solutions
    *Equity Institutional
    *Evolv Capital Partners
    Factright, LLC
    Financial Services Institute Inc.
    FINRA - Financial Industry Regulatory Authority, Inc.
    Fredrikson & Byron
    *Go Store It
    *Great Lakes Fund Solutions, Inc.
    *Harbor Platform
    HillStaffer
    IGF Green RE
    IPA - Institute for Portfolio Alternatives
    *IPIPELINE
    Jackson Walker LLP
    JCC Advisors, LLC
    John Ellsworth Companies
    *Kaplan Voekler Cunningham & Frank PLC
    *KINGDOM Trust
    Kirk Montgomery Law, LLC
    Kutak Rock LLP
    *LeadingResponse
    *MBD Solutions
    MGL Consulting
    *Mick Law PC, LLO
    Miterko & Associates
    Montgomery Securities
    Naylor
    *North Capital Private Securities
    *NuView Trust
    Opal Group
    *Openfinance
    *Orchard Securities - MBD
    Patrick Capital Markets, LLC
    Peak Capital solutions
    *Phoenix American Financial Services, Inc.
    Practus LLP
    Real Assets Adviser - Institutional Real Estate Inc.
    Robert A. Stanger & Co., Inc.
    *Roofstock
    S2K
    SC Distributors, LLC
    Seward & Kissel LLP
    Seyfarth Shaw LLP
    Skyway Capital Markets
    Snyder Kearney, LLC
    Sorensen Entity Services
    Spotlight Marketing Communications
    *SS&C Technologies
    *STRATA Trust Company
    *The Bowman Law Firm LLC
    The DI Wire
    *The Gladstone Companies
    The MacDonald Family of Companies
    Timbrel Capital
    *UMB Bank, Institutional Banking
    VENTURE.co Holdings, Inc
    WealthForge
    West Virginia State Auditor’s Office

  • Sponsor Firms

    37th Parallel Properties
    AEI Capital Corporation
    *American Capital Group
    APX Energy, LLC
    *Archon Private Equity Partners
    Avenue Asset Management
    Baker Tilly Capital
    *Bluerock Real Estate
    *Bourne Financial Group, LLC.
    Calamar Financial Group
    *CAI Investments
    Cannapreneur Partners, LLC.
    *Cantor Fitzgerald
    *Capital Square 1031
    *Capital Square Realty Advisors
    *Carter Multifamily
    CIM Group
    *CM Pacific Capital
    CNL Securities Corp.
    Coinme
    *Core Pacific Advisors, LLC
    *Cottonwood Residential
    *Croatan Investments
    Cunat, Inc
    Dakota REIT
    *deeproot®
    EcoVest Capital
    EJF Capital LLC
    *EvrSource Capital
    *ExchangeRight Real Estate
    *Flatirons Asset Management, LLC
    FORESIDE
    Four Springs Capital Trust
    FS Investments
    GK Development Inc.
    *Go Store It
    *Green Rock, LLC
    Greybrook Realty Partners
    *Griffin Capital Company
    Guggenheim Partners
    *GWG Holdings, Inc.
    *Hamilton Point Investments LLC
    *Hamister Group
    *Hartman
    *Hines Securities
    *Inland Real Estate Investment Corporation
    InvestX Capital
    John Henry Oil
    KB Exchange Trust
    *King Operating Corporation
    *KWB Hotel Partners, LLC
    *Legendary Capital
    *Livingston Street Capital
    *Lodging Fund REIT III
    MacKenzie Capital Management
    *MCI Megatel Capital Investment
    MDS Energy/National Brokerage Atlantic, Inc.
    *Mewbourne Oil Company
    *Montego Minerals
    *Moody National Companies
    *NB Private Capital
    *Nelson Partners
    *NexPoint
    Pacific Oak Capital Markets Group
    *Parsonex Capital Partners, LLC
    *Passco Companies LLC
    *Peachtree Hotel Group
    Penn Square Real Estate Group
    Phoenix American Hospitality
    *Preferred Apartment Communities Inc
    PREP Property Group
    Prospect Capital Management
    *RED OAK CAPITAL GROUP
    Resolute Capital Partners
    *Resource
    *Resource Royalty, LLC
    *RK Properties
    *Rockspring
    *Roofstock
    *S.T.L. Resources, LLC
    *Sealy & Company
    *Shopoff Realty Investments
    *Sixty West, LLC
    *SmartStop Asset Management, LLC
    Sound West Realty Capital
    *Sovereign Partners
    *Spring Hills Holdings, LLC
    *Starboard Realty Advisors LLC
    *Time Equities Inc
    Tri-Land Properties, Inc.
    Trilogy Real Estate Group
    Triloma
    *Triton Pacific Securities
    Ultimus Fund Solutions
    *US Energy Development Corporation
    *Vivakor
    *Waypoint Residential
    *Webb Creek Management Group, LLC
    *Wildermuth Securities, LLC
    *Wildlife Partners

*denotes Exhibiting Company

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  • Opal_Group

Exhibitor Schedule

Set-up Hours:

  • Sunday, October 13
    1:00-6:00 pm
  • Monday, October 14
    8:00 am-4:00 pm

Show hours:

  • Monday, October 14
    6:00-8:00 pm
  • Tuesday, October 15
    8:00 am-7:30 pm
  • Wednesday, October 16
    7:30-9:00 am

Tear-down hours:

  • Wednesday, October 16
    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 21, 2019
  • Logo displayed, linking to URL of choice, in event mobile app - DUE Friday, September 21, 2019
  • Banner ad and landing page in event mobile app -- DUE Friday, September 21, 2019
  • Brief company profile included in the event mobile app -- DUE Friday, September 21, 2019
  • 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 21, 2019
  • Brief company profile included in the event mobile app -- DUE Friday, September 21, 2019
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, September 21, 2019
  • 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 September 21, 2019
  • 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 smaller than the specified size will be centered on the page.

Please email ads to Jennifer Fitzgerald, jfitzgerald@adisa.org.

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.

Director of Marketing

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.

HOTEL & TRAVEL

All 2019 Annual Conference & Trade Show events will be held at the Cosmopolitan of Las Vegas.

3708 Las Vegas Boulevard South
Las Vegas, NV 89109

Due to high volume of registrations for the event, ADISA's room block has expired. We no longer have a waitlist, and recommend any late registrants book directly with The Cosmopolitan  (https://www.cosmopolitanlasvegas.com/ or 702.698.7575).


 

BEWARE of hotel reservation scams: There are several hotel reservation “pirates” who somehow get prior year meeting attendance lists and then approach past attendees to reserve their hotel rooms and in so doing either steal credit card information or broker a non-refundable reservation with extra junk fees. Please note that ADISA does not call or send out emails to individuals to solicit hotel reservations. You should use only the link provided in our reservation system to book your room. Please contact us with any questions.

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