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

We continue to monitor the COVID-19 pandemic and the federal, state, and local guidelines. While there is always a risk of COVID-19 in attending any events, the overall COVID situation in Nevada has been improving ( ). The city is fully open and hotels are hosting large events again. Guidance may change prior to the meeting, but Nevada still remains under a state mask mandate. This is for the benefit of all attendees regardless of vaccination or negative COVID test status – although we do, of course, encourage vaccination and/or testing.


  • We ask that all attendees wear their masks whenever possible, except while drinking and eating, unless the attendee is not able to due to a medical condition. Please do not enter meeting rooms or the exhibit hall without your mask.
  • While we expect that most attendees will bring their own masks, we will have additional masks and hand sanitizer available for use.
  • Attendee seating will be arranged to increase social distancing where possible.
  • ADISA staff will continue to work with the hotel on available terrace areas.
  • Food service will be presented with increased safety protocol.
  • The Wynn's HVAC system has upgraded filtration and uses maximum outside air and two sets of filters. Furthermore, The Wynn has received the Sharecare VERIFIED™ designation with Forbes Travel Guide, recognizing the resort's compliance with expert-validated best practices that minimize the risk and impact of COVID-19.

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

  • Sponsors & Affiliates: ADISA's group rate deadline has passed. Contact The Wynn directly for room availability (702-770-7000).

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.

As of 9/29/2021

  • Portfolio Management/Products
    Dustin Zachmeyer, Bluerock

Sessions: 9, 12, 21, 23, 26

  • Tax Treatment (1031 Like-Kind Exchanges, Opportunity Zones)
    Heidi Wheatley, Keystone National Properties
    Denise Kramer, Inland Real Estate Investment Corporation

Sessions: 5, 13, 16, 17, 20

  • ESG & Impact Investing
    Taylor Garrett, Orchard Securities
    Jeff Shafer, CommonGood Capital

Sessions: 2, 4, 7, 15

  • Practice Management & Technology
    Karen Templeton, Forrest Wealth Strategies

Sessions: 19, 22, 25


  • Fundamentals & Leading-Edge Discussions
    Kara Howard, SC Distributors
    Michael Underhill, Capital Innovations

Sessions: 1, 3, 6, 18, 24

  • Hot Topics
    Ann Moore, International Assets Advisory

Sessions: 8, 10, 11, 17

  • RIA Session
    Rajeev Kotyan, Innovative Advisory Group
    Craig Covington, DAI Securities
  • Broker-Dealer Session
    Ann Moore, International Assets Advisory
    Brandon Balkman, Orchard Securities

As of 9/1/2021

Please note: There are several "companies" who are attempting to sell ADISA 2021 Annual Conference & Trade Show attendee lists, as well as past ADISA Conference attendee lists. These companies are strictly scams; ADISA only permits Diamond & Platinum exhibitors access to the full attendee lists.

Affiliate Firms

3122 Consulting
Abell Law
ABR Dynamic Funds


Alliance 160 LLC
Alston & Bird
*Alternative Investment Exchange (AIX)
Baker & McKenzie

*Baker Donelson

*Baker Tilly


Buttonwood Due Diligence


Capital Midwest Firm

Chicago Title NCS California

*Clir Capital

CMG Partners

*CNB Custody

Cobalt Capital Inc

CommonGood Capital


Comrit Investments

Concierge for Advisors

*Cox Capital Partners

Deloitte & Touche

*DLA Piper

Ducett Consulting



*Entrust Group

*Equity Advisor Solutions

*Equity Trust Company


George H. David Law Group

Gladstone Companies

*Goldstar Trust Company

*Great Lakes Fund Solutions

Greenberg Traurig

Holland & Knight

iCapital Network



JCC Advisors

*JTC Americas

Jeff Kinney

*Kaplan Voekler Cunningham & Frank PLC

Laganza Capital

Lonsdale Investment Technology

MacDonald Family of Companies

Madison Capital Group

*MBD Solutions

*MGL Consulting

*Mick Law PC, LLO

Miterko & Associates

Morris Manning & Martin

Nelson Law Partners

*NuView Trust

*Opal Group


Orchard Securities - MBD

*Patrick Capital Markets

*Phoenix American Financial Services

Pender Capital

*Preferred Capital Securities

Rainbow Realty Group

Ray Simmons Corp.

*Real Assets Adviser

RealSource Brokerage Services


Rent Dynamics

Robert A. Stanger & Co., Inc.


*Securities Transfer Corporation

Sequence Financial Specialists

*Servio Capital

Sirota Law Firm

Skyway Capital Markets

Snyder Kearney

Spotlight Marketing Communications

*SS&C Technologies

Stablewood Properties

*STRATA Trust Company

*Strategic Capital Fund Management

Stroock & Stroock & Lavan LLP

*The Bowman Law Firm LLC

The DI Wire

Tioga Capital


*UMB Bank, Institutional Banking Holdings, Inc





Associate Firms

1031 Financial

1776 Wealth LLC

Abundance Wealth Planning LLC

Accretive Wealth Management

ACG Wealth

Advisor Group

Advisory Group Equity Services, Ltd.

Affinity Investment Advisors

Affinity Real Capital

Alameda Financial Group

Alan B Lancz & Associates

Alexander Capital

Alliance Global Partners

Alpha Growth Management

Alpha Investing

Alta Financial Group

Alta Investment Group

Alternative Investment Inc.

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 Capital



Aspen Capital Management

Aspireon Wealth Advisors

Asset Strategy Advisors, LLC

Atomi Financial Group

Aurora Securities

Ausdal Financial Partners, Inc.

Bangerter Financial Services

Beacon Hill Investment Advisory

Belpointe Asset Management

Benchmark Investments, Inc.

Berthel Fisher & Company Financial Services Inc

Blueprint Equity

Bourbon Financial

Bren Ventures

Brookstone Capital Management

Boustead Securities

Cabin Securities

Cabot Lodge Securities

Calton & Associates Inc

Cambridge Investment Research

Capital Growth, Inc.

CapStack Partners

Capulent LLC

Carmandalian Financial Group, LLC

Catalyst Wealth Management

CDP Financial Group

Center Street Securities, Inc.

Cetera Financial Group


Clear Direction Investments LLC

Clear Stream Advisors

Coastal Equities, Inc.

Colorado Financial Services  Corporation

Concorde Asset Management, LLC

Concorde Investment Services, LLC

Corcapa 1031 Advisors

Cornerstone Real Estate Investment Services

Crescent Securities Group Inc

Crosspoint Financial, LLC

Crown Capital Securities LP

CUBED Systems

Cuso Financial Services

D.H. Hill Securities

Da Vinci Global Consulting, LLC

DAI Securities, Inc

Dempsey Lord Smith, LLC

DFPG Investments, Inc.

Direct 1031 Exchange

Discipline Advisors

Doceo Wealth

Dunn Financial, Inc


Eagle Wealth Management

Emerson Equity LLC

Entoro Capital

Equifinancial LLC

Espinoza Private Wealth Management

Everest Management Corporation

Felix Danciu

Fiduciary Wealth Management, LLC.

Financial Architects, Inc.

First Financial Equity Corp.

Fortitude Investment Group LLC

Foundations Investment Advisors

Four Star Wealth Advisors

Frontier Wealth Strategies, LP

G2J2 Investment Management

G.A. Repple & Company

GCB Private Wealth

Global View Capital Management, LTD

Global Wealth Partners Inc

Golden State

Great Point Capital

GWD Capital Management

Harris Investment Advisors

Hartfield Financial & Insurance Services, Inc.

HBKS Wealth Advisors

Herr Capital Management, LLC

Hickory Capital, LLC

Highlander Wealth Services

Highpoint Planning Advisors

Horev and Associates

IBN Financial Services, Inc.

IDB Capital Corp

IHT Wealth Management LLC

Independent Financial Group

Infinity Financial Services

Innovative Advisory Group, LLC

Insight Investment Advisers

Institutional Securities Corporation

Integrity Brokerage LLC

International Assets Advisory, LLC

Investment Security Corporation

IPA 1031 Group

IREXA Financial Services / Wealth Strategies

IRL Financial LLC

Irvine Advisors

ISC Group


JRL Capital Advisors

JRL Capital Corporation

JRW Investments

Kalos Capital, Inc.

Karas Partners Inc.

Kay Properties and Investments

Kingsley Family Office

Kingsley Group

Knapp Financial Advisors

Kovar Wealth Management

Landolt Securities Inc.

Landolt Securities, Inc. / TKC Wealth Management LLC

LaSpaluto Financial Planners

Latus Group

Lazari Capital Management Inc.

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

Mehta Services Company

MHL Investments

Mirae Asset Wealth Management

MIT Associates, LLC

Moloney Securities Asset Management LLC

Money Concepts Capital Corp.

Moregain Capital Group


National Securities Corporation

Newbridge Securities Corporation

Next Financial Group, Inc.

NextGen Private Wealth LLC

NexTrend Securities, Inc

Ni Advisors

Nobles & Richards

Nova Capital Solutions, LLC

NVM Capital Partners

Oak Tree Securities Inc

Patrick Capital Markets

Paul M. Wendee & Associates, LLC

Petra Capital Properties

Pinnacle Capital Group

Pinnacle Capital Securities, LLC

Plotkin Financial Advisors


Purshe Kaplan Sterling Investments

Quiver Financial

RCM Investments

RCX Capital Group

RD Heritage Group

Redmount Capital Partners, LLC

Regal Securities

Retirement Solutions, Inc.

Richfield Orion International

Ridgeline Asset Management, LLC

Rudwall Wealth Management


San Marino Investment Services

Sandlapper Securities

Saxony Securities Inc

Seasons Investments


Sequent Real Estate + Wealth Management

Sigma Financial Corporation


Silverhawk Asset Management, LLC

Simons Financial Network

Solomon Financial Services

Sourcenet Investment Services LLC

Southern CA Wealth Management Associates LLC

Southwestern Advisory Group

Stax Capital

Steven Yeh & Associates

Strategic Advantage Financial

Strategic Blueprint, LLC

Strategic Wealth Planning

SW Financial

Synergy Wealth Management

Tate Asset Management

TCFG Wealth Management

The Sherer Group LLC

The Strategic Financial Alliance, Inc.

Third Seven Capital

Thomas J. Wolf, CFP

Titan Securities

Trustmont Financial Group, Inc.

United Planners Financial Services of America


Valeo Group

Vanderbilt Financial Group

Vestech Securities

WE Alliance Wealth Advisors, Inc.

Wealth Progression Group

WealthForge Securities, LLC


Western International Securities, Inc.

Westmount Realty Advisors, LLC

Westmount Realty Capital, LLC


West Peak Investments

Whitehall-Parker Securities, Inc.

Widener & Asher Asset Management

Wychick Investment Advisors Inc

Xnergy Financial


Sponsor Firms

Access Capital Group

AEI Capital Corporation

Alliant Strategic Investments

APX Energy

Arcview Capital


Ashford Securities

*Baker Donelson

Barrow Shaver Resources

*BDP Holdings


Black Creek Group

*Bluerock Real Estate

*Bourne Financial Group, LLC.

Burlington Capital

*CAI Investments

Caliber Companies

*Capital Square 1031


*Carter Funds, LLC

CIM Group

CNL Securities Corp.

*Core Pacific


*Croatan Investments

EcoVest Capital

*ExchangeRight Real Estate

Four Spring TEN31Xchange

FS Investments

*Great Oak Funding

*Green Rock


*Griffin Capital Company

*GWG Holdings, Inc.

*Hamilton Point Investments LLC



*iCap Equity


*Inland Private Capital Corporation

*Inland Real Estate Investment Corporation

*Inspired Healthcare Capital

INT Real Estate Advisors

InvestX Capital

JB Capital Management

*Juniper Square

KB Exchange Trust

Keystone National Properties

Lateral Investment Management

*Legendary Capital

*Legion Capital Corporation

Leitbox Storage Portfolio Partners

*Livingston Street Capital

MacKenzie Capital Management

*Manufactured Housing Properties

Marcus & Millichap

*MCI Megatel Capital Investments

MDS Energy Development

*Montego Minerals

*Moody National Companies

*NAI Legacy


*Pacific Oak

*Parsonex Capital Partners, LLC

*Passco Companies LLC

*Peachtree Hotel Group

Peak Capital Solutions


PREP Property Group

*Red Oak Capital Group

RREEF Property Trust

*RK Properties

*S.T.L. Resources, LLC

*Sandy Bay Partners

Sealy & Company

*Shopoff Realty Investments

*SmartStop Self Storage REIT

*Southwestern Asset Management

*Sovereign Partners

*Spring Hills Holdings

*Starboard Realty Advisors

*The True Life Companies

*Time Equities

Tri-Land Properties

*Trilogy Real Estate Group

*Triton Pacific Securities

Ultimus Fund Solutions

*Urban Catalyst

*US Energy Development Corporation

*Versity Investments

*Walton International Group

Waveland Energy

*Webb Creek Management Group, LLC

*Wildermuth Securities, LLC


As of 9/29/2021

*Denotes Exhibiting Company


Inland Investments Logo_Color-091817



Webb Creek jpeg-SC-2021  



Bourne-Financial-Group (1)

Hines Red Logo NEW 06.18.19 jpg

Livingston-St-Capital-LogoMCI LOGO-New-082917-jpeg
Moody-National-Companies (1)NexPoint Only Logo-Blue

SHOPOFF Logo 4C w-tag RGB

SS&C-Technologies-07.22.19Starboard - New Logo - 2.2018Versity-logo-stacked2-color-03.09.2021

















Charging Station


Tuesday Cocktail Reception



Mobile App



Pocket Agenda



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.

Exhibitor Marketing

All exhibitors need to send a current logo to Jennifer Fitzgerald, ADISA's Director of Marketing.

Program Book and Mobile App Ads and Materials
  • All ads, logos and materials must be submitted no later than Friday, September 17, 2021.


Diamond exhibitors receive:
  • Full-page, 4-color ad in printed conference program
  • Logo displayed, linking to URL of choice, in event mobile app
  • Banner ad and landing page in event mobile app
Platinum exhibitors receive:
  • Half-page, 4-color ad in printed conference program
  • Brief company profile included in event mobile app
  • Logo displayed, linking to URL of choice, in event mobile app
Gold exhibitors receive:
  • Brief company profile included in event mobile app
  • Logo displayed, linking to URL of choice, in event mobile app
Silver exhibitors receive:
  • Logo displayed in event mobile app
Bronze exhibitors receive:
  • Listing in event mobile app

Printed ad specs (for Diamond & Platinum exhibitors only):

  • Full-page: 6"x9" vertical, 4-color
  • Half-page: 6"x4.5" horizontal, 4-color
  • Artwork must be in PDF format, 300 dpi or higher
  • Include all fonts and graphics embedded in the files
  • Ads smaller than the specified size will be centered on the page

Please email ads to Jennifer Fitzgerald, ADISA's Director of Marketing.

ADISA Contact Information

Jennifer Fitzgerald

Director of Marketing

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

Director of Event Planning

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

Membership & Data Systems Manager

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


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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