Event Details

Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA's Spring Conference will feature key industry experts, educational panels and topical presentations.
 
  • Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
  • Continuing education credits will be available
  • Conference attendance is balanced, representing all sponsors, service providers and funding sources
  • Ample networking time will be available

Event Schedule

*last updated 3/10/2020

 

  • Monday, April 1
    12:00 PM - 1:50 PM
    ADISA Women's Initiative Reception and Lunch

    RIO VISTA

    Featuring Special Guest Karen S. Morris, Senior Vice President, General Counsel, USAA's Property & Casualty Group

     
    Morris-Karen

    As P&C General Counsel, Ms. Morris serves as the chief lawyer for P&C, and is responsible for providing legal, regulatory and governance counsel to the P&C President, the P&C leadership team and the USAA P&C subsidiary boards. She also leads the P&C Counsel team, which is responsible for providing solution-oriented counsel on all matters affecting USAA’s P&C business, from product conception through delivery and fulfillment. Prior to joining USAA in September 2010, Ms. Morris spent 21 years with Allstate Insurance Company, where she held a wide variety of positions in Law, Marketing, Corporate Relations and Strategy. Most recently, Ms. Morris was Assistant Vice President, Corporate Relations. In that position, she led a team of professionals accountable for driving the company’s reputation, corporate advocacy and CEO executive positioning strategies. Prior to joining Allstate, Ms. Morris was in private practice in Chicago. She received a B.A. magna cum laude from St. Mary’s University in Winona, Minnesota and a J.D. from the University of Illinois College of Law. Ms. Morris is a member of the Executive Board of Directors of the National Association of Women Lawyers, currently serving as Vice President.  She has been an active member of NAWL since 2008, serving as vice chair of the General Counsel Institute in 2010, Chair in 2012, and Sponsorship Chair in 2013. She received NAWL’s “Virginia S. Mueller Outstanding Member” Award in 2012.  Ms. Morris is also a member of the University of Texas Center for Women in the Law General Counsel working group.

    2:00 PM - 3:00 PM
    (1) 2019 Challenges for RIAs and Family Offices

    SALON A/B

    We shall discuss challenges of regulatory disclosures, operational due diligence and compliance, and whether custodians and/or technology can assist with all of these, including how marketing is evolving within the RIA space.

    Moderator: Rajeev Kotyan, Innovative Wealth Advisors

    Presenters: Michelle Moses, Me Financial; Clint Edgington, Beacon Hill Investment Advisory

    (2) Practice Management: How to Get More Referrals from Centers of Influence

    SALON C/D

    Learn from the industry's top advisors on how to create and grow your center of influence base to generate more business. This panel will give specific examples of how panelists have been able to gain the trust of attorneys, CPAs, real estate brokers, bankers, and their own clients to increase the numbers of referrals from them. This is a don't-miss opportunity to hear invaluable advice from a group of our industry's top producers.

    Moderator: Mike O'Toole, Lewis Financial Group

    Presenters: Christina Nielson, CorCapa 1031; Scott Sheehan, 1031 Investment Services; Joseph Michaletz, Discipline Advisors

    (3) Fundamentals of Alts

    SALON J/K

    This series of short presentations will identify detailed aspects of alternative investments. We will examine typical varieties of offering structures and the corresponding related potential benefits and risks associated with investments in alts. 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. Alternative investments 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 provide excellent diversification to a portfolio heavy in stocks when positioned correctly. Generally speaking, alts are traditionally illiquid and difficult to value; thus, considered a riskier proposition, but they absolutely have their place in an investment portfolio. This session will also address the legal, tax and regulatory issues.

    Facilitator: Mark Petersen, MBD Solutions

    Presenters: Merriah Harkins, GWG Holdings; John Bishop, Silver Portal Capital; Sherri Cooke, AI Insight

    (4) The Effective Use of Third-Party Due Diligence in Evaluating Non-Traded Energy Investments

    SALON L/M

    This dual presentation will provide you with everything you ever wanted to know about how experienced third-party professionals evaluate non-traded energy investment programs from a risk vs. return perspective, and how you can effectively leverage their analysis and guidance to appropriately screen, evaluate and weigh the alternatives within the non-traded energy sector. This session features two timed lectures from highly experienced due diligence professionals, followed by a fireside chat in which due diligence officers from two firms will share their thoughts on how third-party resources can be used to effectively manage the risks of non-traded energy-related investments. This session is tailored for those who currently review non0traded energy alternatives plus those who would like to know more about how to effectively vet and understand such investments.

    Participants: Kurt Tesh, Kalos Financial; Jean Merriman, The Strategic Financial Alliance

    3:00 PM - 4:15 PM
    (5) Advanced Principles of Alts

    SALON A/B

    This series of short presentations will identify advanced principles of alternatives available today in the BD/RIA community. The presenters will provide an outline of the key fundamental elements that should be considered and evaluated when reviewing and prior to working with alternative investments. Industry experts share their best ideas for what really works when it comes to implementing alts into one's practice. Collectively, industry participants, including issuers, sponsors, broker-dealers, registered representatives, investment advisors, attorneys, and third-party analysts who can particpate and play key roles by providing essential input on how to conduct proper due diligence and evaulate investment offerings due to the unique nuances in each program. Because they have a low correlation to traditional asset classes, alts can provide excellent diversification to a portfolio heavy in stocks when positioned correctly.

    Presenters: Bill Winn, Starboard Realty Advisors; Ben Aitkenhead, Pacific Oak; Brian Conneely, Participant Capital; Christopher Swann, Cygnus Capital; Larry Goff, Triloma

    (6) Advisory Platforms: Offering an Alternative Solution

    SALON C/D

    Join us for a look at how broker-dealers adn RIAs are incorporating alternative investment strategies into their advisory platforms. With increased liquidity and more streamlined trading processes, alternatives investments are a viable option to create portfolio optimization in an advisory account. Expert panelists will discuss how alternative investments are keeping pace with the indepedent broker-dealers and RIAs as they transform from traditional transaction-based business to a holistic advice business.

    Moderator: Linda Cobelo, Preferred Capital Securities

    Presenters: Andrew Barnum, Cetera Financial Group; Vali Nasr, Claraphi Advisory Network; Craig Covington, Discipline Advisors

    (7) 1031 Underwriting Considerations: From the Desk of the DDO

    SALON J/K

    What do some of the top firms in the industry look for in evaluating new 1031 offerings for their platform, and what are some of the often overlooked points that need to be addressed in underwriting these programs?

    Moderator: Lee Iredell, Four Spring Capital Trust

    Participants: Matt Mayer, Berthel Fisher; Tim Witt, Concorde Investment Services; Dave Laga, DFPG Investments

    4:30 PM - 5:00 PM
    Spring Conference Kick-Off

    SALON H/I

    5:00 PM - 6:00 PM
    General Session I: Industry Update

    SALON H/I

    Around the sectors with quick updates: 1031, Energy, REITs/BDCs/Interval Funds, Private Placements, and ADISA Research

    Representatives from DST Systems, Mountain Dell Consulting, U.S. Energy Development Corporation, AI Insight

    6:00 PM - 7:00 PM
    Cocktail Reception & Exhibition

    EXHIBIT HALL

  • Tuesday, April 2
    8:00 AM - 9:00 AM
    Breakfast & Exhibition

    EXHIBIT HALL

    9:00 AM - 9:50 AM
    General Session II: Legislative & Regulatory Update

    SALON H/I

    What's new from all angles -- national and states

    Moderator: Larry Sullivan, Passco Companies

    Presenters: Joseph Borg, Alabama State Securities, NASAA Past President; Frank Borger-Gilligan, Tennessee Securities Division, NASAA President-Elect; Thomas Rosenfield, HillStaffer

    9:50 AM - 10:10 AM
    Breakfast & Exhibition

    EXHIBIT HALL

    10:10 AM - 11:00 AM
    (11) New Products & Strategies

    SALON J/K

    ADISA's interpid newsman, John Grady, goes in exploration of the newest ideas and entrants to our space. Blazing new trails, our newsman searched out original sources for newest investment products and "inventions". Tune in now for the latest investment strategies from some of our newest sponsors or products -- don't wait for the movie!

    Investigator: John Grady, DLA Piper

    Participants: Matthew Bastian, CUSIP Global Services; Joan Dromey, Computershare; Vince Molinari, Templum Markets; Diane Abruzzini, VENTURE.Co

    (8) 2019 Private Equity Landscape & Forecast

    SALON A/B

    This session is designed as a lecture presentation, where the presenters will provide a detailed understanding of private equity based research and analysis of the private equity landscape.

    Facilitator: Brian Buehler, Triton Pacific Securities

    Presenter: Grant Mathey, Mick | Law

    (9) 2019 and Beyond: FinTech Advancements and Industry Impacts

    SALON C/D

    Presentation of the latest developments and trends in technology which affect our space: wealth management platforms, portals, AI, machine learning, quantum computing, automated financial advice, blockchain and other new features. We explain how these developments will likely change financial services.

    Presenter: Nick Doyle, SS&C Technologies

    11:00 AM - 12:00 PM
    (12) REITs: Remaining Relevant -- Changes and Innovations in 2019

    SALON A/B

    Join us for a discussion on how non-traded REIT programs are evolving and changing in 2019. We will discuss new share class options, sponsor supported loads, revised program structures and examine how the traditional life cycle REITs are performing.

    Moderator: Michelle Moore, SmartStop Asset Management

    Participants: Steve Williams, Cantor Fitzgerald; Colin Cosgrove, Inland Real Estate Investment Corporation; Erik Primosch, CIM Group

    (13) Benefits and Challenges of Private Placement Offerings

    SALON C/D

    Hear from a select group of broker-dealers and sponsors on how they use private placement offerings to provide a critical component of an effectively balanced investment portfolio while also serving an essential capital formation function for the industries they serve and the economy.

    Moderator: Russell Putnam, FactRight

    Participants: Brent Barton, MBD Solutions; David Becker, Time Equities; Bill Shopoff, Shopoff Realty Investments; Dave Laga, DFPG Investments

    (14) The Great Third-Party Debate

    SALON L/M

    See our industry's leading third-party due diligence analysts square off and debate the tough questions, including: what makes a good due diligence report, how should broker-dealers best utilize third-party due diligence reports, where there are potential stress fractures in certain products, how to identify those products that have the highest likelihood for success and those that could produce the most arbitrations in the future, and how to approach diligence for the groundswell of new products, including Opportunity Zone offerings.

    Moderator: Rhys James, Kaplan Voekler Cunningham & Frank

    Debaters: Kevin Eades, Snyder Kearney; Catherine Bowman, The Bowman Law Firm; Bryan Mick, Mick | Law; Paula Miterko, Miterko & Associates

    12:00 PM - 1:45 PM
    Lunch & Exhibition

    EXHIBIT HALL

    1:45 PM - 2:35 PM
    General Session III: Industry Trends and Economic Predictions

    SALON H/I

    ADISA Past Presidents interviewed by Real Assets Adviser

    Facilitator: Jennifer Dohrmann-Alpert, Real Assets Adviser

    ADISA Past Presidents: Keith Lampi (2018), Inland Private Capital Corporation; John Grady (2017), DLA Piper; Mike Bendix (2016), DFPG Investments

    2:45 PM - 3:35 PM
    (15) 1031 vs. Opportunity Zone Funds: Same or Different?

    SALON A/B

    One of the hottest things right now is Opportunity Zones. What are they and do they solve the same issues for investors as 1031 exchanges or are they different? Are Opportunity Zones appropriate for retail investors? Come hear a lively discussion of the pluses and minuses of each and how to determine what's best for any particular situation.

    Moderator: Deborah Froling, Kutak Rock

    Participants: Dan Cullen, Baker McKenzie; Keith Lampi, Inland Private Capital Corporation; Darryl Steinhause, DLA Piper; Tim Witt, Concorde Investment Services

    (16) Cyber Threats Continue to Evolve -- Do You?

    SALON C/D

    Presentation session on how cyber threats to asset managers and broker-dealers are rapidly evolving and can be devastating if the right safeguards aren't in place. See how to take proactive measures to help thwart attacks, and adopt practices to quickly detect and respond to breaches. Attend this session to learn new ways to strengthen your overall cyber security program.

    Presenter: Derek Bridges, DST Systems

    (17) Preferred Stock Offerings: Investing in a Non-Listed vs. Traditional

    SALON L/M

    Non-listed preferred stock was first introduced to independent broker-dealers in 2013 by a single sponsor. Many IBDs and now RIAs have embraced the structure, and it has been adopted and adapted by many other sponsors. Join us to discuss the various features and benefits of non-listed preferred stock offerings that should be considered while performing due diligence, including FFO coverage, cumulative dividends, DTC trading and real estate asset diversification. Our panelists will also cover how non-listed preferred stock complements a client's portfolio.

    Presenters: Craig Merkt, Calton & Associates; Greg Mausz, Preferred Capital Securities; Christopher Lockwood, The CIM Group; Todd Van Pelt, Cambridge Investment Research

    3:35 PM - 4:00 PM
    Break & Exhibition

    EXHIBIT HALL

    4:00 PM - 4:50 PM
    (19) Interval Funds: Performance Updates

    SALON A/B

    As the interval fund space continues to grow, this structure is being used by a broader range of sponsors to bring a variety of investment strategies to investors -- but does it make sense for all of them? This discussion will explore the different uses for the interval fund structure and weigh the potential benefits and risks to investors. In addition, the panel will examine the operational, regulatory and other structural advantages and challenges of these funds.

    Presenter: Kevin Eades, Snyder Kearney

    Participants: Andrew Barnum, Cetera Financial Group; Rob Hoffman, FS Investments; Adam Lotterman, Bluerock Real Estate

    (20) Regulatory Updates on Conservation Easements, Oil and Gas, and Other "Alternative" Investments

    SALON C/D

    There's a lot going on in the regulatory world of alternative investments, especially in the areas of conservations easements, oil and gas, energy and other non-traditional assets. Come hear from a panel of experts regarding what's in store for these types of investments in the coming year from a state and federal perspective.

    Moderator: Deborah Froling, Kutak Rock

    Participants: Randy Bampfield, Bampfield & Associates; Brad Updike, Mick | Law

    (21) Full Steam Ahead: An Exploration of the Current Qualified Opportunity Fund Marketplace

    SALON L/M

    Qualified Opportunity Funds are in the marketplace, and we will discuss the current strategies being utilized, the manner in which the funds are ensuring compliance with the requirements pursuant to the code, and challenges/opportunities that future guidance may entail. In addition, we will discuss what due diligence officers and financial advisors are looking for in these funds and the positives and negatives of what they have seen so far.

    Moderator: Kevin Shields, Griffin Capital Company

    Participants: Dan Cullen, Baker McKenzie; Matthew Mills, SixtyWest; Catherine Bowman, The Bowman Law Firm; Craig Bernstein, OPZ Bernstein

    5:00 PM - 6:00 PM
    General Session IV: Opportunity Zones LIVE -- A practical approach to Opportunity Zones

    SALON H/I

    What are investors thinking? How to deal with investors' and broker-dealers' concerns.

    Presenters: Darryl Steinhause, DLA Piper; Mike Bendix, DFPG Investments; Adriana Olsen, Passco Companies; Steven Meier, Seyfarth Shaw

    6:15 PM - 7:30 PM
    Cocktail Reception & Exhibition

    EXHIBIT HALL

  • Wednesday, April 3
    7:30 AM - 9:00 AM
    Breakfast & Exhinition

    EXHIBIT HALL

    9:00 AM - 10:00 AM
    General Session V: Sales Keynote Speaker Dr. Kerry Johnson

    SALON H/I

    Behavioral Finance and Sales: "Reach Your Client's Mind"

    Recent psychological research has uncovered powerful yet easy to use techniques that will help you become more effective at communicating with clients and prospects. These studies, based on years of university research suggest that the ability to develop and maintain trust is the most important skill sales you can have.  It is the prime reason why a select few achieve peak performance and high production in spite of economic conditions and poor markets. Yet trust is not just an abstract concept. 

    New research conducted at the University of California at San Diego has shown that trust is worth 17% of the gross price of your product or service. This means you can increase your fees by 15% and you won't lose business. It also means without trust, your clients will leave you for the first discount they find. Unless you have a monopoly, your ability to generate client trust is the most profitable skill you will possess. You will learn specific techniques you can learn to gain anyone’s trust at any time. This step by step presentation will give you skills necessary to communicate with clients the way they want to buy instead of how you want to sell.

    The benefits you'll receive from this program:

    1. University of Connecticut research on why your clients hire and stay with you.

    2. How to gain endless referrals using social media

    3. Advanced Probing Techniques that will yield your client’s key concerns and goals. 

    4. How to get clients to remember 300% more in ½ the time.

    5. How to sell without selling using the 5 Step Bridge probing technique.

    This presentation is a step beyond standard client communication skills. It will give you ideas to use immediately and for the rest of your career.

    About the Presenter

    Kerry Johnson, MBA, Ph.D. is an international speaker and best selling author of 9 books including, Sales Magic, Mastering the Game, and Peak Performance: How to Increase Your Business By 80% in 8 weeks, and his newest book, New Mindset, New Results. You can view his web page at www.KerryJohnson.com or contact Kerry@KerryJohnson.com

    10:10 AM - 11:10 AM
    (22) Broker-Dealer Advisory Council Roundtable

    SALON A/B

    Broker-Dealers and RIAs only discuss latest issues. Guests will include NASAA representatives.

    Facilitator: Mike Bendix, DFPG Investments

    Speakers: Joseph Borg, Alabama State Securities, NASAA Past President; Frank Borger-Gilligan, NASAA President-Elect

    Sponsor Roundtable

    SALON C/D

    Facilitator: Brian Buehler, Triton Pacific Securities

    Speaker: Greg Mausz, Preferred Capital Securities

    11:15 AM - 12:00 PM
    (24) RIA Roundtable: Reporting Issues and Solutions for Alternative Investments

    SALON C/D

    We hear a lot about issues with reporting alts, clients' dismay in not seeing the investments in their accounts or seeing incorrect pricing, and other issues. How can we overcome and accurately report on alts?

    Facilitator: Vali Nasr, Claraphi Advisory Network

    Speakers: Mark Avers, Equity Advisor; JP Parker, VIA Folio; Eddie Sempek, Orion Advisor Services

    Conference Planning Committee Meeting

    SALON A/B

    CPC Leadership: John Grady, DLA Piper; John Harrison, ADISA; Peter Magnuson, Ladenburg Thalmann; Brian Buehler, Triton Pacific Securities; Michelle Moore, SmartStop Asset Management

Please note: ADISA's Spring Conference will begin roughly early-afternoon Monday, April 1, and conclude around lunctime Wednesday, April 3.

About San Antonio

About San Antonio

A city rich in history, bursting with culture, and booming with modern attractions, San Antonio invites visitors to discover what’s old and explore what’s new. From spectacular parks and green spaces, to festive seasonal events, to local shopping, dining and drinking, San Antonio has it all. 

For more information about San Antonio, visit www.visitsanantonio.com.

SA-riverwalk

Education Tracks

  • Broker-Dealer/RIA
  • - 2019: Challenges for RIAs and Family Offices
    - Practive Management for Registered Reps
    - Broker-Dealer Advisory Council
  • Due Diligence
  • - Third-Party Oil & Gas Due Diligence Opinions
    - The Great Third-Party Debate
    - 1031 Underwriting an Offering
  • Emerging Products
  • - Opportunity Zones: Deep Dive
    - 2019: New Product Investigation
    - Product Development Retrospective
  • Legislative & Regulatory
  • - Regulatory Challenges
    - Death & Taxes
  • Marketing & Technology
  • - 2019: State of FinTech
    - 2019 Cyber Security Update
    - Sponsor Advisory Council
  • Private Programs
  • - Real Estate Private Placements
    - Fundamentals of DPP
    - Best Practices of DPP
  • Public Programs
  • - Update on Preferred Offerings
    - REITs Remaining Relevant: Changes and Innovations in 2019
    - BDCs: Changes in 2019
    - Interval Funds: Performance Updates
  • Specialty
  • - Energy 2019: Tax Changes
    - Opportunity Zones
    - 2019 Private Equity Landscape
  • General Sessions
  • - Industry Update
    - Legislative & Regulatory Update
    - Opportunity Zones
    - CEO Panel

Attending Companies

  • Associate Firms

Advisory Group Equity Services, Ltd.
Alan B Lancz & Associates
American Portfolios Financial Services, Inc.
Arete Wealth Management
ASG CAPCO CORP
Asset Strategy Advisors
Ausdal Financial Partners
Beacon Hill Investment Advisory
Berthel Fisher & Company Financial Services Inc
Blue Oak Group, LLC
Bose McKinney & Evans LLP
BSG&L Financial Services, LLC
Cabin Securities
Cabot Lodge Securities, LLC
Calton & Associates Inc
Cambridge Investment Research Inc
Centaurus Financial, Inc.
Cetera Financial Group
Chalice Capital Partners, LLC
Claraphi Advisory Network, LLC
Coastal Equities, Inc.
Colorado Financial Service Corporation
Commonwealth Financial Network
Concorde Asset Management, LLC
Concorde Investment Services LLC
Corcapa 1031 Advisors
Cornerstone Exchange Services
Cornerstone Wealth Advisors, Inc.
CORPORATE INVESTMENTS GROUP, INC.
Crescent Securities Group Inc
D.H. Hill Securities, LLLP
Da Vinci Global Consulting, LLC
Dempsey Lord Smith, LLC
Desert Rose Capital Management, Inc.
DFPG Investments, Inc.
Discipline Advisors, Inc.
Dorado Peak Capital
DWYER FINANCIAL, LLC
Eagle Wealth Management Group LLC
EAGLE Wealth Management Group, LLC
Elliott Capital Management, Inc.
Emerson Equity LLC
Endeavor InvestmentResources
Equifinancial LLC
Family Office
First Financial Equity Corp.
First Research Financial
FNEX
Fortitude Investments
Fox Wealth Advisors
G2J2 INVESTMENT MANAGEMENT
Gersten Law
Gotham Investors
Hageman Group
Hickory Capital, LLC
IAMC
IBN Financial Services, Inc.
IDB Capital Corp
Independent Financial Group
Independent Financial Services Professional
Innovative Advisory Group, LLC
International Assets Advisory, LLC
J.W. Cole Financial Inc
John Galt WS
Kalos Financial, Inc
Kingsley Family Office
Ladenburg Thalmann & Co. INC.
Legacy Wealth Management
Lincoln Financial Network
Lincoln Financial Securities Corporation
Lionchase Holdings
Lowell & Company Inc
Madrona Financial
Massey Financial Group
Me Financial, PLLC
Miller Buckfire & Co., LLC
Mirae Asset Wealth Management
Moregain Capital Group
NexTrend Securities, Inc
Ni Advisors, Inc.
NPB Financial Group LLC
Oakwood Advisory Group
Pariter Securities, LLC
Parsonex Securities, Inc.
Pete Patel
Purshe Kaplan Sterling Investments
R.W. Bowlin Investment Solutions
RCX Capital Group, LLC
RD Heritage Group
Realized 1031
Realized Holdings
Reshape Wealth
Richfield Orion International
Robin Edgar Investments
Rodgers Family Office
SANDLAPPER Securities
Saxony Securities Inc
Sigma Financial Corporation
Simons Financial Network
Sourcenet Investment Services LLC
Sterling Investment Advisor, Inc.
Strategic Advantage Financial
Sunbelt Securities, Inc.
Synergy Wealth Mgmt
TCFG Wealth Managment
THE BLUE OAK GROUP, LLC
The Strategic Financial Alliance, Inc.
TKG Financial
Trustmont Financial Group, Inc.
United Planners Financial Services of America
Upstream Investment Patners
US Capital Investment Management
VENTURE.co Holdings, Inc.
Vestech Securities
VIA Folio
WE Alliance Wealth Advisors, Inc.
WestPark Capital, Inc.
Whitehall-Parker Securities, Inc.
Woods Financial
Wychick Investment Advisors Inc
Wynn Financial

  • Affiliate Firms

AI Insight
Alabama Securities Commission
Alternative Advisers, LLC
Baker & McKenzie LLP
Bampfield + Associates
*CNB Custody, A Division of Community National Bank
*Computershare
Direct Source Wealth Advisory
*Discovery Data
*DLA Piper
Elevare Consulting
*Engage-BD
*Equity Advisor Solutions
Evolv Capital
Factright, LLC
*Great Lakes Fund Solutions, Inc.
HillStaffer
IPA - Investment Program Association
JCC Advisors, LLC
Kaplan Voekler Cunningham & Frank PLC
*Kaplan Voekler Cunningham & Frank PLC
Kutak Rock LLP
MacDonald Realty Group
Mainstar Trust
*MBD Solutions
MGL Consulting
Mick & Associates PC LLO
Mick Law PC, LLO
Miterko & Associates
NuView IRA
Orchard Securities - MBD
Orchard Securities, Llc
Paliotta & Associates
Patrick Capital Markets, LLC
PENSCO Trust
*Phoenix American Financial Services, Inc.
Provident Trust Group
*Real Assets Adviser
Robert A. Stanger & Co., Inc.
Seyfarth Shaw LLP
Skyway Capital Markets, LLC
Snyder Kearney, LLC
Sorensen Entity Services
Spotlight Marketing Communications
SS&C Technologies
Tax Lien Wealth Solutions
Tennessee Securities Division
*The Bowman Law Firm LLC
*The DI Wire
*UMB Bank, Institutional Banking

  • Sponsor Firms

*AEI Capital Corporation
*American Capital Group
*APX Energy, LLC
Black Creek Group
*Bluerock Capital Markets
*Bluerock Real Estate
*Bourne Financial Group, LLC.
CAI Investments
Cantor Fitzgerald
*Capital Square 1031
*Capital Square Realty Advisors
*Carter Multifamily
CNL Securities Corp.
Core Pacific Advisors
Cunat, Inc
Cygnus Capital
*deeproot®
Eagle Rock Wealth Management
EcoVest Capital
EquiALT
*ExchangeRight Real Estate
Fidelis Capital Group, LLC
Four Springs Capital Trust
FS Investment Solutions, LLC
FS Investments
*Genesis Capital, LLC
Great Oak Funding
*Green Rock, LLC
*Griffin Capital Company
*Griffin Capital Private Equity, LLC
*GWG Holdings, Inc.
*Hamilton Point Investments LLC
Hartman
*Hines Securities
*Inland Private Capital Corporation
*Inland Real Estate Investment Corporation
*Lodging Fund REIT III
*Lodging Fund REIT III by Legendary Capital
*MCI Megatel Capital Investment
MDS Energy
*Montego Minerals
*Moody National Companies
*NB Private Capital
*Nelson Partners
*NexPoint
OPZ Bernstein
*Pacific Oak Capital Markets Group
*Passco Companies LLC
*Peachtree Hotel Group
Phoenix American Hospitality
Platform Ventures
Polara Capital, LLC
*Preferred Apartment Communities Inc
Prospect Capital Management
*RED OAK CAPITAL GROUP
RESIDE
*Resource Royalty, LLC
*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
Triloma
Triton Pacific Securities
*US Energy Development Corporation
*Waypoint Residential
*Webb Creek Management Group, LLC

*indicates exhibiting firms

Media Partners

  • Real_Estate_Alert_crop2
  • RealAssets_Logo_LtBg_500px4
  • Opal_Group2
  • lendit-logo-main-green2
  • IMN_jpeg5
  • The-DI-Wire2
  • CAIA_logo_transparent1

Exhibitor Info.

Exhibitor Schedule

Set-up Hours:

  • Sunday, March 31
    1:00-6:00 pm
  • Monday, April 1
    8:00 am-4:00 pm

Show hours:

  • Monday, April 1
    6:00-7:00 pm
  • Tuesday, April 2
    8:00 am-7:30 pm
  • Wednesday, April 3
    7:30-9:00 am

Exhibitor move-out:

  • Wednesday, April 3
    9:00 am-1:00 pm

    *Carriers MUST be checked in by 10:00 am
    *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, March 8, 2019
  • Banner ad in event mobile app -- DUE Friday, March 15, 2019.
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, March 15, 2019
  • Company profile included in the event mobile app -- DUE Friday, March 15, 2019
  • Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
Platinum exhibitors receive:
  • Half page, 4-color ad in printed conference program -- DUE Friday, March 8, 2019
  • Brief company profile included in the event mobile app -- DUE Friday, March 15, 2019
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, March 15, 2019
  • Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
Gold exhibitors receive:
  • Brief company profile included in the event mobile app -- DUE Friday, March 15, 2019
  • Logo displayed, linking to URL of choice, in event mobile app -- DUE Friday, March 15, 2019
  • Logo recognition by category on the ADISA website, printed program book, select pre-event eblasts, onsite signage and general PowerPoint
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:
  • Logo recognition by category on the ADISA website, printed program book, 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

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.

Hotel & Travel

Hotel & Travel

All Spring Conference events will be held at the Marriott San Antonio Rivercenter:

101 Bowie Street
San Antonio, Texas 78205

The deadline to receive the ADISA hotel room rate has passed. Contact the Marriott directly for rates and availability: 210.223.1000


 

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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Enjoy fantastic networking opportunities while learning the latest industry trends, marketing recommendations and current regulations.

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