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

*last updated 3/10/2020


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

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


  • 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

  • Associate Firms

Advisory Group Equity Services, Ltd.
Alan B Lancz & Associates
American Portfolios Financial Services, Inc.
Arete Wealth Management
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.
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
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
Fortitude Investments
Fox Wealth Advisors
Gersten Law
Gotham Investors
Hageman Group
Hickory Capital, LLC
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
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 Strategic Financial Alliance, Inc.
TKG Financial
Trustmont Financial Group, Inc.
United Planners Financial Services of America
Upstream Investment Patners
US Capital Investment Management 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
Direct Source Wealth Advisory
*Discovery Data
*DLA Piper
Elevare Consulting
*Equity Advisor Solutions
Evolv Capital
Factright, LLC
*Great Lakes Fund Solutions, Inc.
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
*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
Eagle Rock Wealth Management
EcoVest Capital
*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
*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
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
*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
Triton Pacific Securities
*US Energy Development Corporation
*Waypoint Residential
*Webb Creek Management Group, LLC

*indicates exhibiting firms

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

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


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


Problems with the hotel

Erin Balcerzak

Membership Services Coordinator


Conference registration
Booth assignments

Jennifer Fitzgerald

Director of Marketing


Program book
Logo usage
Media questions

GES – Global Experience Specialists, Inc.


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 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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