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 Information

Hotel Information

All ADISA 2025 Spring Conference events will take place at:

The InterContinental Los Angeles Downtown
Wilshire Grand Center
900 Wilshire Blvd.
Los Angeles, CA 90017

SPONSORS & AFFILIATES: Book your room here. Book by Friday, March 7, 2025, to ensure the ADISA group rate.


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.

 

Educational Tracks

Educational Tracks

  • Real Estate
    Jake Heidkamp, FactRight

(5)    Current DST Issues
(14)  1031 Sector Updates
(15)  Data Centers

  • General Alternatives
    Brad Updike, Mick Law

(7)    Energy Panel
(11)   Private Credit
(13)   New Products

  • RIA-Focused
    Rajeev Kotyan, Innovative Advisory Group

(6)    RIA Peer-to-Peer
(12)   Implementation of Alts with RIAs
(17)   RIA Product Structure

  • Practice Management
    Kyle Kadish, IBN Financial Services

(1)   Fundamentals of Alts
(2)  Broker-Dealer Practice Management
(8)  Practice Management

  • Compliance & Operations
    Tom Voekler, Williams, Mullen

(4)    Ethics
(10)   Proper PPM Disclosure
(16)   Key Relationships: Sponsors

  • Technology & Marketing
    Greg Mausz, Skyway Capital Markets

(3)    Technology Hot Tips
(9)    Marketing
(18)   Artificial Intelligence

Draft Agenda

Agenda

*Draft as of 2/14/2025

  • Monday, March 31
    12:00 PM - 1:20 PM
    Women's & Next Generation Luncheon
    1:30 PM - 2:20 PM
    (1) Fundamentals of Alts
    (2) Broker-Dealer Practice Management
    (3) Technology Hot Tips
    2:30 PM - 3:20 PM
    (4) Ethics
    (5) Current DST Issues
    (6) RIA Peer-to-Peer
    3:30 PM - 4:20 PM
    (7) Energy Panel
    (8) Practice Management
    (9) Marketing
    4:30 PM - 4:50 PM
    Welcome Session
    4:50 PM - 5:50 PM
    General Session I: Economic & Industry Update
    6:00 PM - 7:00 PM
    Welcome Cocktail Reception
  • Tuesday, April 1
    8:00 AM - 9:00 AM
    Breakfast
    9:00 AM - 9:55 AM
    General Session II: Legislative & Regulatory Update
    10:00 AM - 10:50 AM
    (10) Proper PPM Disclosure
    (11) Private Credit
    (12) Implementation of Alts with RIAs
    11:00 AM - 11:50 AM
    (13) New Products
    (14) 1031 Sector Updates
    (15) Data Centers
    12:00 PM - 1:15 PM
    Lunch & Exhibition
    1:15 PM - 2:05 PM
    General Session III: Energy & Green Street
    2:10 PM - 3:00 PM
    (16) Key Relationships: Sponsors
    (17) RIA Product Structure
    (18) Artificial Intelligence
    3:00 PM - 4:00 PM
    Break & Exhibition
    4:10 PM - 5:15 PM
    General Session IV: Broker-Dealer C-Suite Panel
    5:15 PM - 6:30 PM
    Cocktail Reception
  • Wednesday, April 2
    7:30 AM - 9:00 AM
    Breakfast & Exhibition
    9:00 AM - 10:00 AM
    General Session V: This Time It's Different (Economist)
    10:10 AM - 11:10 AM
    General Session VI: Navigating Current Politics
    11:15 AM - 12:00 PM
    (19) RIA Council
    (20) Broker-Dealer Advisory Council
    (21) Technology Advisory Council

Exhibitors

Gold

 

 DLA_Piper_rgb 

 

Hines Red Logo NEW 06.18.19 jpg

Inland Investments Logo_Color-091817 

 

MCI LOGO-New-082917-jpeg

 
 

 

SHOPOFF Logo 4C w-tag RGB

 

 

Starboard - New Logo - 2.2018

 

 

 

 

 

Silver

Bluerock-091818 Equity Markets Group Moody-National-Companies (1)

 

Bronze

 

 

 

 

 

 

 

 

 

 

CNB logo HORIZ

 

 


 

 


 

 

Great_Lakes_logo_jpeg