2026 ADISA Due Diligence Featuring TNDDA

Why Go?

Two of the industry's leading due diligence events will come together this summer to offer a single comprehensive program!

Event Highlights:

Sponsor Presentations: Gain insights directly from top sponsors in the industry.
Unmatched Capital Market Access: Connect with key players and decision-makers.
Elite Due Diligence Insights: Discover the latest tools, trends and techniques.
Stay Ahead of the Curve: Navigate compliance and market shifts with confidence.
Educational Programming: Stay updated with the latest alts education.
Powerful Networking: Connect with more than 200 industry professionals.
Closed-Door Sessions: Candid peer-to-peer discussions between Broker-Dealers/RIAs and Due Diligence Officers.

Hotel Information

All ADISA Due Diligence Featuring TNDDA events will take place at:

Fairmont Washington D.C. Georgetown
2401 M Street, NW
Washington, D.C. 20037

Sponsors & Affiliates: Reserve your room via this LINK. Be sure to book by Monday, June 1, 2026, to ensure the $359 room 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 use only the link provided in our reservation system to book your room. Please contact us with any questions.

Schedule

ADISA Due Diligence Featuring TNDDA will start roughly at noon on Wednesday, June 24, and end at noon on Friday, June 26.

Wednesday, June 24

1:00 PM - 2:00 PM

"Shop Talk"

Informal Broker-Dealer & RIA Roundtable

2:00 PM - 2:15 PM

Welcome Remarks

2:15 PM - 3:45 PM

TNDDA Affiliate & Sponsor Presentations

3:45 PM - 4:30 PM

Closed-Door Broker-Dealer/RIA Session

4:30 PM - 5:15 PM

Ask the Analysts

What does a thorough due diligence review actually look like from the inside? In this interactive session, third-party due diligence analysts pull back the curtain on the processes and methodologies they use to evaluate alternative investment products on behalf of broker-dealers, RIAs and due diligence officers. From initial screening to ongoing monitoring, panelists will walk through what separates a strong product from a problematic one and where firms most often fall short. The session will also explore how Reg BI analytics are shaping the way due diligence is conducted, documented and presented to meet today's regulatory expectations.

5:15 PM - 6:30 PM

Cocktail Reception & Exhibits
Thursday, June 25

8:00 AM - 9:00 AM

Breakfast & Exhibits

9:45 AM - 10:30 AM

Beyond the Exchange: Navigating TICs, DSTs, and the Rise of the 721 UPREIT

The securitized 1031 exchange market has evolved significantly -- from TICs to DSTs and now increasingly into 721 UPREITs. But as more DSTs roll into 721 structures, it's worth asking: is this trajectory always in the best interest of the investor? This session takes an honest look at the full cycle of 1031 exchange products across both real estate and energy, examining how each structure serves different investor needs and outcomes. Panelists will explore the growing prevalence of 721 UPREITs, the role AUM considerations play in product design, and when liquidation might actually be the better path for investors. This isn't about picking sides -- it's about equipping due diligence professionals with the right questions to ask when evaluating these structures.

10:30 AM - 10:45 AM

Networking Break

10:45 AM - 11:45 AM

TNDDA Sponsor Presentations

11:45 AM - 12:15 PM

Closed-Door Broker-Dealer/RIA Session

12:15 PM - 1:30 PM

Lunch & Exhibits

1:30 PM - 2:15 PM

The 506 Debate: Settled or Still Evolving?

A year ago, the 506(b) vs. 506(c) conversation was one of the most hotly debated topics in the industry. Today, the dust has settled -- or has it? This returning session revisits the discussion with fresh perspective, examining what the market has learned now that more sponsors have made the transition to 506(c) and general solicitation has become standard practice. Panelists will discuss the real-world impact of social media and digital marketing on capital raising, whether 506(b) still has a meaningful role to play, and how due diligence officers should be thinking about each structure depending on the product and distribution strategy. If you attended the earlier sessions, come see how the landscaped has shifted. If you're new to the conversation, this is the perfect place to get up-to-speed.

2:15 PM - 3:00 PM

ADISA Educational Session 4

3:00 PM - 3:30 PM

Ice Cream Break

3:30 PM - 4:15 PM

TNDDA Sponsor Presentations

4:15 PM - 4:45 PM

Closed-Door Broker-Dealer/RIA Session

4:45 PM - 5:30 PM

Market Pulse Check: Oil & Gas, Private Credit, Real Estate

What's happening right now in these markets? In this session, in-house experts deliver focused updates across oil and gas, private credit, and real estate -- covering current trends or concerns, deal activity, and the risks and opportunities due diligence professionals should have on their radar heading into the second half of the year.
Friday, June 26

8:00 AM - 9:00 AM

Breakfast & Exhibits

9:00 AM - 9:45 AM

TNDDA Sponsor Presentations

9:45 AM - 10:15 AM

Closed-Door Broker-Dealer/RIA Session

10:15 AM - 11:00 AM

Autopsy of a Bad Deal: What the Failures Teach Us

Some of the best due diligence lessons come from the deals that went sideways. This session examines real-world case studies of alternative investment products that failed or imploded -- what the warning signs were, where the process broke down, and what the due diligence officers can take away to strengthen their own reviews. Candid, practical, and built entirely around learning from the past so it's not repeated.

11:00 AM - 11:45 AM

Due Diligence Fireside Chat

Back by popular demand, the DD Fireside Chat features a panel of seasoned due diligence officers sharing what's working, what they've learned, and how they're approaching the job day-to-day. From red flags to best practices, panelists will discuss how they evaluate products, manage ongoing diligence, and work with sponsors and third-party providers -- plus how technology is reshaping their workflows and raising the bar for what they expect from sponsors in product structures, fees, communication, and ongoing reporting.

Attending Firms

*As of 4/23/2026

Associates

Accretive Wealth Management
Alexander Capital
Alternative Investment Advisors
Arete Wealth Management
Arkadios Capital
Bonfire Financial
Cabot Lodge Securities
Clark Wealth Strategies
Concorde Asset Management
Concorde Investment Services
Ellevest
Equifinancial
Ferguson Shapiro
First Shore Private Wealth
FourStar Wealth Advisors
Great Point Capital
Innovative Advisory Group
IronOak Wealth
Legacy Wealth Management
Merit Financial Group
MHL Investments
Money Concepts Capital Corp.
Nashional Investments/Jefferson Nash
Nobles & Richards
Nova Capital Solutions
Oak Tree Securities
Ollie Grant Private Wealth
Osaic
Realta Equities
Revere Securities
Simons Financial Network
Southern CA Wealth Mgmt Assoc.
Spire Investment Partners
The Family Wealth Consultants
The Institute for Wealth
The Merchants Financial Group
Third Seven Capital
West Park Capital

Affiliates

CNB Custody
FactRight
Great Lakes Fund Solutions
Hana Solutions
Inspira Financial
Lucosky Brookman
Mick Law
Realta Capital Markets
Skyway Capital Markets
The Bowman Law Firm
Trusted Edge Advisory
VENTURE.co
Wall2Main
Williams Mullen