Why Go

Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA's Annual Conference & Trade Show 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

Hotel & Travel

Hotel & Travel

All ADISA Annual Conference & Trade Show events will take place at:

The Wynn Las Vegas
3131 S. Las Vegas Blvd.
Las Vegas, NV 89109


Agenda

To Be Announced

Education Tracks

  • Portfolio Management/Products
  • Tax Treatment (1031 Like-Kind Exchanges, Opportunity Zones)
  • ESG & Impact Investing
  • Practice Management & Technology
  • Fundamentals & Leading-Edge Discussions

Draft as of 7/16/2021

Attending Companies

Affiliate Firms

ABR Dynamic Funds

*Alternative Investment Exchange (AIX)

*Baker Tilly

*Clir Capital

Cobalt Capital Inc

*DLA Piper

Gladstone Companies

*Great Lakes Fund Solutions

iCapital Network

*Kaplan Voekler Cunningham & Frank PLC

*MGL Consulting

Mick Law PC, LLO

Miterko & Associates

Orchard Securities - MBD

*Patrick Capital Markets

*Preferred Capital Securities

Robert A. Stanger & Co., Inc.

*Securities Transfer Corporation

Skyway Capital Markets

*SS&C Technologies

*Strategic Capital Fund Management

Stroock & Stroock & Lavan LLP

*The Bowman Law Firm LLC

VENTURE.co Holdings, Inc

*WealthForge

 

 

 

Associate Firms

1776 Wealth LLC

Abundance Wealth Planning LLC

Accretive Wealth Management

ACG Wealth

Advisory Group Equity Services, Ltd.

Affinity Real Capital

Alpha Investing

Alta Investment Group

American Portfolios Financial Services, Inc.

American Trust Investment Services, Inc.

Anchor Financial Group

Angel Rock Advisors

AOG Wealth Management

Apollon Wealth Management, LLC

Arete Wealth Management

Arkadios Wealth

ARRIVATO LLC

ASG CAPCO CORP

Asset Strategy Advisors, LLC

Aurora Securities

Ausdal Financial Partners, Inc.

Bangerter Financial Services

Benchmark Investments, Inc.

Berthel Fisher & Company Financial Services Inc

Brookstone Capital Management

Cabin Securities

Calton

Calton & Associates Inc

Carmandalian Financial Group, LLC

Center Street Securities, Inc.

Claraphi

Clear Direction Investments LLC

Clear Stream Advisors

Coastal Equities, Inc.

Concorde Asset Management, LLC

Concorde Investment Services, LLC

Crescent Securities

Crescent Securities Group Inc

Crosspoint Financial, LLC

Crown Capital Securities LP

Da Vinci Global Consulting, LLC

DAI Securities, Inc

Dempsey Lord Smith, LLC

DFPG Investments, Inc.

Doceo Wealth

Dunn Financial, Inc

DWYER FINANCIAL, LLC

Emerson Equity

Emerson Equity LLC

Entoro Capital

Equifinancial LLC

Fiduciary Wealth Management, LLC.

Financial Architects, Inc.

First Financial Equity Corp.

Fortitude Investment Group LLC

Frontier Wealth Strategies, LP

GCB Private Wealth

Global View Capital Management, LTD

Global Wealth Partners Inc

Golden State

Great Point Capital

Hartfield Financial & Insurance Services, Inc.

HBKS Wealth Advisors

Herr Capital Management, LLC

Hickory Capital, LLC

Highpoint Planning Advisors

Horev and Associates

IBN Financial Services, Inc.

IHT Wealth Management LLC

Infinity Financial Services

Innovative Advisory Group, LLC

Institutional Securities Corporation

Integrity Brokerage LLC

International Assets Advisory, LLC

Investment Security Corporation

IREXA Financial Services / Wealth Strategies

Irvine Advisors

ISC Group

JASTAR

JRL Capital Advisors

Kalos Capital, Inc.

Karas Partners Inc.

Kingsley Group

Knapp Financial Advisors

Left Brain Wealth Management

LightPath Capital, Inc.

Lincoln Financial Advisors

Lionchase North America

Lovell Wealth Management

M Stevens Wealth Advisors

Madrona Financial

Martin Tax & Financial Services

MB Investments

McDermott Investment Services

MHL Investments

Mirae Asset Wealth Management

MIT Associates, LLC

Moloney Securities Asset Management LLC

Money Concepts Capital Corp.

Moregain Capital Group

NAMCOA

National Securities Corporation

Next Financial Group, Inc.

NexTrend Securities, Inc

Nobles & Richards

Nova Capital Solutions, LLC

Oak Tree Securities Inc

Patrick Capital Markets

Paul M. Wendee & Associates, LLC

Petra Capital Properties

Pinnacle Capital Securities, LLC

PrimeX

Purshe Kaplan Sterling Investments

RCM Investments

RD Heritage Group

Redmount Capital Partners, LLC

Rudwall Wealth Management

RUDWALL WEALTH MANAGEMENT LLC

Saxony Securities Inc

SECURITIES AMERICA, INC.

Sourcenet Investment Services LLC

Southern CA Wealth Management Associates LLC

Southwestern Advisory Group

Stax Capital

Steven Yeh & Associates

Strategic Wealth Planning

Synergy Wealth Management

Thomas J. Wolf, CFP

Titan Securities

Trustmont Financial Group, Inc.

Vestech Securities

Wealth Progression Group

WealthForge Securities, LLC

WealthGurus®

Western International Securities, Inc.

WestPark

Whitehall-Parker Securities, Inc.

Wychick Investment Advisors Inc

 

Sponsor Firms

*Access Capital Group

Ashford Securities

*Baker Donelson

*BDP Holdings

*Bluerock Real Estate

*Bourne Financial Group, LLC.

*CAI Investments

*Capital Square 1031

Cadre

*Carter Funds, LLC

CIM Group

*CNB Custody

CNL Securities Corp.

*Core Pacific

*Croatan Investments

EcoVest Capital

*Equity Trust Company

*ExchangeRight Real Estate

Four Spring TEN31Xchange

FS Investments

*Great Lake Funds Solutions

*Great Oak Funding

*Green Rock

*GWG Holdings, Inc.

*Hamilton Point Investments LLC

*InCommercial

*Inland Private Capital Corporation

*Inland Real Estate Investment Corporation

*Inspired Healthcare Capital

*Juniper Square

KB Exchange Trust

Keystone National Properties

*Legendary Capital

MacKenzie Capital Management

*Manufactured Housing Properties

*MCI

*Montego Minerals

*Moody National Companies

*NAI Legacy

*Nelson Partners

*Nexpoint

*Nuview Trust

*Parsonex Capital Partners, LLC

*Passco Companies LLC

*Peachtree Hotel Group

*Red Oak Capital Group

*RK Properties

*S.T.L. Resources, LLC

*Sandy Bay Partners

*Shopoff Realty Investments

*SmartStop Self Storage REIT

*Southwestern Asset Management

*Sovereign Partners

*Spring Hills Holdings

*STRATA Trust Company

*The True Life Companies

*Time Equities

*Triton Pacific Securities

*UMB

*US Energy Development Corporation

*Versity Investments

*Webb Creek Management Group, LLC

*Wildermuth Securities, LLC

 

As of 7/27/2021

*Denotes Exhibiting Company

Exhibitors

Diamond

Inland Investments Logo_Color-091817
NelsonPartnersLogo_jpegPreferred-Cap-Securities-NEW-03.08.2021

 

Platinum

Green-Rock-jpgHamilton_Point_hi_res
Peachtree_Hotel_Group_jpegSTL_Resources-Inc-jpg-02.27.19-72
Webb Creek jpeg-SC-2021  

 

Gold

Baker-Tilly-jpgBourne-Financial-Group (1)CAI-Investments-NEW-09.25.19Carter-Funds-03.09.2021-SC-2021
DLA_Piper_rgb
GWG-logo-icon-blue-RGB
InCommercialJuniper Square

MCI LOGO-New-082917-jpeg
Moody-National-Companies (1)
NexPoint Only Logo-Blue

SHOPOFF Logo 4C w-tag RGB
SmartStop_new_091517

Spring-Hills-logo-08.05.2020
SS&C-Technologies-07.22.19Starboard - New Logo - 2.2018Versity-logo-stacked2-color-03.09.2021
WealthForge   

 




Silver


Equity  Trust Company
Griffin_Capital_NEW_091716

Pacific-Oak-02.25.19
Parsonex-09.17.19
RK-Properties-NEW-08.15.18
STRATA_2c_dark-jpeg-09.03.19
Strategic-Capital-Fund-Management-03.09.2021
U.S._Energy_NEW_LOGO_032717

 

Bronze

CNB logo HORIZ
Cottonwood_Residential
CorePacificAdvisors_logo
Great_Lakes_logo_jpeg
MGL ConsultingMontego_Minerals_new_032217
Patrick Capital Markets
Sandy Bay
Sovereign_Partners_092518
Bowman_72dpi
Time-Equities-NEW-091818
Triton_PacificUMBPrimLogoPMS-jpg-72Wildermuth-Wealth-Logo

 

Exhibitor Info.

Exhibitor Schedule

Set-Up Hours:

  • Sunday, October 3
    1:00-6:00 pm
  • Monday, October 4
    8:00 am-4:00 pm

Show Hours:

  • Monday, October 4
    6:00-7:00 pm
  • Tuesday, October 5
    8:00 am-7:30 pm
  • Wednesday, October 6
    7:30-9:00 am

Tear-Down Hours:

  • Wednesday, October 6
    9:00 am-12:00 pm

*All exhibitor materials must be removed by 12:00 pm.

ADISA Contact Information

Jennifer Fitzgerald

Director of Marketing
317.663.4175, jfitzgerald@adisa.org

  • Media questions
  • Logo usage
  • Mobile app usage
  • Program book
Tanisha Bibbs, CMP, CEM

Director of Event Planning
317.663.4174, tbibbs@adisa.org

  • Problems with the hotel
  • Booth sales
  • General exhibitor questions 
Erin Balcerzak

Membership & Data Systems Manager
317.663.4180, ebalcerzak@adisa.org

  • Conference registration
  • Exhibitor booth assignments
  • Payments/invoicing
  • ADISA membership questions
FREEMAN – Exhibition Specialists

888.508.5054

FREEMAN will be onsite show to assist you in coordinating any last minute services, ordering additional products and answering any questions you may have.

Are you ready to join ADISA?

ADISA Membership

Increase your connections at the next ADISA event!

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

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