2024 Spring Conference

Why Go?

Why Go?

For the financial industry professional working in retail alternative investments, ADISA's Spring Conference is the kick-off event of the year to showcase the new industry offerings and opportunities.

  • Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments
  • Several educational sessions will be offered, many of which qualify for continuing education credit
  • Attendees will also have the opportunity to meet face-to-face with leading industry professionals and visit with event exhibitors, who will showcase their offerings or services

Hotel Info

Hotel Information

All ADISA 2024 Spring Conference events will take place at:

The Fairmont Chicago, Millennium Park
200 North Columbus Drive
Chicago, Illinois 60601
312.565.8000

Sponsors & Affiliates: Book your room here. Reserve your room by Friday, March 15, to ensure the room rate of $249.


BEWARE of hotel reservation scams: There are several hotel reservation "pirates" who somehow get prior years' 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 only use the link provided in our reservation system to book your room. Please contact us with any questions.

Education Tracks

Education Tracks

  • Education
    Greg Mausz, Skyway Capital Markets
  • Practice Management
    Kyle Kadish, IBN Financial Services
  • Compliance/Due Diligence
    Paula Miterko, Miterko & Associates
  • Marketing & Technology
    Mat Dellorso, WealthForge
  • Tax
    Christine Petersen, Inland Securities Corporation
  • Real Estate
    Christy Hutchison, Shopoff Realty Investments
  • RIA
    Rajeev Kotyan, Innovative Advisory Group

Agenda

Draft Agenda

Short titles; draft as of 2/14/2024

  • Monday, April 8
    11:45 AM - 1:45 PM
    Women's & Next Generation Luncheon
    1:45 PM - 2:30 PM
    Total Eclipse VIEWING
    2:30 PM - 3:20 PM
    (1) Fundamentals of Alts
    (2) Reg BI Compliance
    (3) 721
    3:30 PM - 4:20 PM
    (4) Real Estate 101
    (5) RIA
    (6) Key Deal Terms
    4:30 PM - 4:45 PM
    Welcome Session
    4:45 PM - 6:00 PM
    General Session I: Industry Updates
    6:00 PM - 7:00 PM
    Welcome Cocktail Reception
  • Tuesday, April 9
    8:00 AM - 9:00 AM
    Breakfast
    9:00 AM - 9:55 AM
    General Session II: Legislative & Regulatory Updates
    10:00 AM - 10:50 AM
    (7) Real Estate Market Outlook
    (8) Cyber and Technology Issues
    (9) Leverage and Cost of Capital
    11:00 AM - 11:50 AM
    (10) New Products
    (11) Springing DSTs
    (12) AI -- What's Coming
    12:00 PM - 1:15 PM
    Lunch
    1:15 PM - 2:05 PM
    (13) Bridge Debt
    (14) 1099 Independent Contractor
    (15) Oil & Gas
    2:10 PM - 3:00 PM
    (16) RIA Challenges with Alts
    (17) Preferred Liquidity
    (18) Is Multi-Family Over?
    3:00 PM - 4:00 PM
    Networking Break
    4:10 PM - 5:15 PM
    General Session III: Reg D Issues/506(b) vs. 506(c)
    5:15 PM - 6:30 PM
    Cocktail Reception
  • Wednesday, April 10
    7:30 AM - 9:00 AM
    Breakfast
    9:00 AM - 10:00 AM
    General Session IV: Succession Planning
    10:10 AM - 11:10 AM
    (19) Debt Funds
    (20) Personal Technology
    (21) RIA Peer-to-Peer
    11:15 AM - 12:00 PM
    (22) RIA Council
    (23) Broker-Dealer Advisory Council

Exhibitors

Exhibitors

As of 2/12/2024

Platinum

 

Gold

   
DLA_Piper_rgb Hamilton_Point_hi_res Hines Red Logo NEW 06.18.19 jpg Inland Investments Logo_Color-091817
MCI LOGO-New-082917-jpeg   Preferred-Cap-Securities-NEW-03.08.2021
SHOPOFF Logo 4C w-tag RGB Starboard - New Logo - 2.2018  
       
       

Silver

Bluerock-091818 Moody-National-Companies (1) NexPoint Only Logo-Blue  
        
         
         

 

Bronze

  Bonaventure   
CNB logo HORIZ     Montego_Minerals_new_032217
 Opencasa   Securities-Transfer-Final Bowman_72dpi
Triton_Pacific