2023 Alts Research & Due Diligence Forum

Why Go?

ADISA's Alts Research & Due Diligence Forum is designed for industry professionals who are employed with a Broker-Dealer, RIA, Family Office, Due Diligence Firm, or select others, that offer alternative investments in their business.

Discover due diligence techniques, processes, tools and resources to ensure your business remains compliant and safe
Learn about today's issues and business opportunities
Network with more than 200 industry professionals

Who Will Attend?

Broker-Dealers
Registered Investment Advisors (RIAs)
Family Offices
Due Diligence Professionals
Compliance Officers
Sponsors
Affiliates

Hotel Information

All 2023 Alts Research & Due Diligence Forum events will be held at:

The Grand America Hotel
555 Main Street
Salt Lake City, Utah 84111

Sponsors & Affiliates: Book your room here. Be sure to book by Friday, June 30, to ensure the $289 room rate.

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.

Agenda

Draft Agenda

*As of 5/25/2023

ADISA's Alts Research & Due Diligence Forum will begin Tuesday morning, July 25, and conclude Wednesday, July 26, before lunch.

Tuesday, July 25

7:45 AM - 8:30 AM

Breakfast & Exhibition

8:30 AM - 8:45 AM

Welcome & Introductions

8:50 AM - 9:50 AM

Opening Keynote

Artificial intelligence in investment management and its impact on due diligence.

9:50 AM - 10:20 AM

Break & Exhibition

10:20 AM - 11:20 AM

Alts in Advisory Accounts

Implications to the alts space of the continued transition of assets to advisory accounts.

11:30 AM - 12:30 PM

Understanding the Valuation Process

Common approaches and procedures used in valuing real estate portfolio assets and how to use these in ongoing due diligence.

12:30 PM - 2:00 PM

Lunch & Exhibition

2:00 PM - 3:00 PM

Private Equity Due Diligence

Exploration of different private equity strategies and structures and the appropriate due diligence methods needed.

3:00 PM - 3:30 PM

Break & Exhibition

3:30 PM - 4:45 PM

Applied Due Diligence in Action

This session focuses on big picture analysis and real time examination of active sponsors in our space.

5:00 PM - 6:30 PM

Cocktail Reception & Exhibition
Wednesday, July 26

7:30 AM - 8:30 AM

Breakfast & Exhibition

8:30 AM - 9:20 AM

DST Updates

Review and exploration of latest DST trends.

9:30 AM - 10:20 AM

Regulatory Updates

Detailed exploration of latest actions which affect the alternatives space.

10:20 AM - 11:10 AM

Applied Due Diligence in Action

This session focuses on big picture analysis and real time examination of three active sponsors in our space.

11:15 AM - 12:05 PM

Applied Due Diligence in Action

This session focuses on big picture analysis and real time examination of three active sponsors in our space.