Join Brian Murphy, co-chief investment officer and portfolio manager at First Trust Capital Management, as he shares his expert perspective on the evolving landscape of alternative investments. Drawing on two decades of experience across hedge funds, private equity and multi-manager strategies, Brian will explore key trends shaping the future of alternative assets, emerging opportunities in a shifting macro environment, and the structural challenges investors must navigate. Join us to gain actionable insights into the alternative investment landscape and how to help investors capitalize on today's challenges and opportunities.

Speaker: Brian Murphy, First Trust Capital Management

Session coordinator: Jade Miller, ADISA

Session coordinator: Colby Taylor, Independent Financial Group

TRACK: Product

Hear a discussion about the various ways alts are considered and used within a model portfolio. While many strategies and allocations are considered, how do you make this a reality in creating a portfolio model that not only satisfies the needs of the client but makes it easier to trade and transact in a timely manner, which would include coordination between the RIA platform, broker-dealers, custodians and asset sponsors. Take away the to-do items to include alts within the portfolio models.

Speakers: Fred Baerenz, AOG Wealth Management; Justin Martin, Legacy Wealth Management

Session coordinator: Rajeev Kotyan, Innovative Advisory Group

TRACK: Advisor 101

Breaking down the energy asset class: evaluating, underwriting, deploying.

Session coordinator: Woody Soemantoro, MDS Energy Development

TRACK: Advisor 101

In a time of market volatility and shifting investor expectations, these broker-dealer executives have steered their firms to measurable success. Join this candid conversation as they share the strategies, innovations and leadership decisions that have fueled revenue growth and positioned their organizations for the future. Learn how they've adapted, evolved and thrived -- despite unpredictable tides of the financial services industry.

Speakers: Matt Fries, Cetera Financial Group; Danielle Delongchamp, Concorde Investment Services; Chad Cristo, Independent Financial Group

Session coordinator: Joanna Venetch, Hana Solutions

Hear from ADISA Board President and new leadership on the state of the union for all things alternatives and ADISA. We will also have timely industry data and Q&A presented by Stanger.

Speakers: ADISA Board President Matt Iak, U.S. Energy Development Corporation; Jade Miller, ADISA; John Grady, ADISA; Kevin Gannon, Robert A. Stanger & Co.

Join Green Street for a timely presentation on key trends shaping the commercial real estate market. This session will provide data-driven insights on sector performance, capital markets and valuation shifts, equipping investors and industry professionals with the intelligence needed to navigate today's dynamic environment. We will then be joined by Matt Iak who will do a deep dive into the fundamentals and economic trends shaping the energy and oil & gas markets today. Hear from industry experts on the state of the union for these asset classes and what that means for future outlooks.

Speakers: Matt Iak, U.S. Energy Development Corporation; Bayle Smith, Green Street

Session coordinator: Colby Taylor, Independent Financial Group

TRACK: Product

This session will deliver a timely update on the current state of the 1031 DST market. Mountain Dell will explore DST sponsor performance and trends and discuss how evolving market conditions are impacting DST offering and product development.

Speaker: Taylor Garrett, Mountain Dell Consulting

Session coordinator: Christine Petersen, Inland Securities Corporation

TRACK: Product

You will hear from leaders in the insurance industry regarding the use of alts within insurance contracts that allow access to alternative funds that are otherwise nearly impossible to buy into. Also learn how these strategies can be used in tax planning through the tax advantages of insurance contracts.

Session coordinator: Peter Magnuson, Osaic

TRACK: DDO/Executive

Looking for smarter ways to reduce tax liability while building wealth? This session explores proven alternative strategies -- including qualified opportunity zones (QOZs), Roth conversions, 1031 exchanges, and oil & gas investments -- that can help investors defer, reduce or even eliminate taxes. Learn how to apply these tools effectively across a range of client goals and portfolio types.

Session coordinator: Mike Haven, U.S. Energy Development Corporation

TRACK: Advisor 101

Session coordinator: Tom Voekler, Williams Mullen

TRACK: DDO/Executive

The standards for investment portfolio construction are changing. The traditional 60/40 allocation no longer delivers the diversification and resilience investors need. In this dynamic panel, we'll challenge conventional wisdom and demonstrate why alternative investments are essential in the modern marketplace. Discover how to integrate alternatives effectively, mitigate risk and build portfolios designed for the future.

Speakers: Matt Fries, Cetera; Mat Dellorso, SEI

Session coordinator: Sydney Hockaday, Concorde Investment Services

TRACK: Advisor 101

Hear from our industry tax experts. We will solicit your questions and cover tax issues with respect to 1031, DST, 721, OZ and other structures. Come hear what you will need to know about these structures and what to look out for.

Speakers: Tom Voekler, Williams Mullen; Darryl Steinhause, DLA Piper

Session coordinator: Tom Voekler, Williams Mullen

TRACK: DDO/Executive

Collateralized loan obligations (CLOs) are becoming an increasingly common part of the financial ecosystem and how businesses are accessing funding to financial and expand their operations. While CLOs may appear complex at first glance, our panel of experts will seek to demystify this investment structure and how it can form a key component within an investor's portfolio. Join our panel, featuring portfolio managers and executives from leading market participants, for a robust discussion that will explore the origins of CLOs, the expansion of CLOs within the broader credit ecosystem, major developments and evolution in the CLO market, and discussion of key challenges and opportunities for investors in the market.

Moderator: Jake Heidkamp, FactRight
Speaker: Daniel Ko, Eagle Point Credit Management

Session coordinator: Jake Heidkamp, FactRight

TRACK: Product

Start planning for succession now. How can alts build value for your practice, what kind of legacy do you want to leave and what does that transition look like for your successor and your clients? Join industry experts to evaluate your practice's worth and next steps.

Session coordinator: Jen Ricci, Skyway Capital Markets

TRACK: Advisor 101

From End Zones to Enterprises: Emmitt Smith’s Journey in Sports, Business & Finance 

Hear his journey from football greatness to business success:

• Lessons learned on the field and in the boardroom
• Insights on leadership and resilience
• Building wealth beyond the game

NFL Career Stats:

• One of the greatest to ever play the game
• 15 seasons as a running back
• Most career rushing yards: 18,355
• Most career rushing touchdowns: 164
• Three Super Bowl championship rings
• Pro Football Hall of Fame member
• NFL 100 All-Time Team
• Eight-time Pro Bowler
• First-round pick in the 1990 NFL draft

Don’t miss this once-in-a-lifetime opportunity to learn from one of the greatest athletes turned financial leader.

Does net worth serve as an appropriate proxy for investor sophistication? Individuals qualify as an accredited investor with a net worth of $1 million. Policymakers continue to discuss markers and metrics to identify a sophisticated investor. You will hear thoughtful arguments during this lively discussion to help you understand why it exists and what it could become.

Debate host: John Donvan

Session coordinator: Kyle Kadish, IBN Financial Services

Ever wish you could get straight answers to your alternative investment questions -- but weren't sure who to ask? Don't leave the ADISA meeting without clarity. This interactive session is your opportunity to engage directly with a panel of seasoned experts. Whether you're new to alternatives or a seasoned professional, bring your questions -- we're ready to tackle everything from foundational principles to complex structures.

We'll explore a range of asset classes, evaluate the pros and cons of different security structures, and offer insights to help you better integrate alternative investments into your strategies. No topic is off the table. This session is designed to be dynamic, educational and immediately useful -- so come curious and leave informed.

Session coordinator: Greg Mausz, Skyway Capital Markets

TRACK: Advisor 101