Why Go?

ADISA’s Annual Conference & Trade Show is designed for professionals who sponsor, analyze, market, distribute, or recommend alternative investments. The event brings together leading industry experts for educational panels, topical presentations, and networking opportunities focused on the latest trends and developments in the alternative investment space.

Hotel Information

Hotel Information

All ADISA Annual Conference & Trade Show events will take place at:

The Cosmopolitan of Las Vegas
3708 Las Vegas Boulevard South
Las Vegas, NV 89109

Sponsors & Affiliates: Reserve your room via this LINK. Be sure to book by Friday, September 11, 2026, to ensure the $320 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 only use the link provided in our reservations system to book your room. Please contact us with any questions.

Keynote Speaker

Keynote Speaker Steve Wozniak

Steve Wozniak

Founder, Chairman and CEO, Wheels of Zeus
Co-Founder, Apple Computer

A Silicon Valley icon, technology entrepreneur and philanthropist for more than forty years, Steve Wozniak has helped shape the computing industry with his design of Apple’s first line of products the Apple I and II. He also influenced the popular Macintosh. In 1976, Wozniak and Steve Jobs founded Apple Computer Inc. with Wozniak’s Apple I personal computer. The following year, he introduced his Apple II personal computer, featuring a central processing unit, a keyboard, color graphics, and a floppy disk drive. The Apple II was integral in launching the personal computer industry. He is listed as the sole inventor on four Apple patents.

In 1981, he went back to UC Berkeley and finished his degree in electrical engineering/computer science. To date, Wozniak has received ten Honorary Doctor of Engineering degrees. In May 1982 and 1983, Wozniak, founded the company Unuson, an abbreviation of "unite us in song”, which sponsored two US Festivals. Initially intended to celebrate evolving technologies, the festivals ended up as a technology exposition and a rock festival as a combination of music, computers, television, and people.

For his achievements at Apple, Wozniak was awarded the National Medal of Technology by President Ronald Reagan in 1985, the highest honor bestowed on America’s leading innovators. In 2000, he was inducted into the Inventors Hall of Fame and was awarded the prestigious Heinz Award for Technology, The Economy and Employment for single-handedly designing the first personal computer and for then redirecting his lifelong passion for mathematics and electronics toward lighting the fires of excitement for education in grade school students and their teachers.

Through the years, Wozniak has been involved in various business and philanthropic ventures, focusing primarily on computer capabilities in schools and stressing hands-on, experiential learning that encouraged creativity and innovation by students. Making significant investments of both his time and resources in education, he adopted the Los Gatos School District, providing students and teachers with hands-on teaching and donations of state-of-the-art technology equipment.

He also founded the Electronic Frontier Foundation, and was the founding sponsor of the Tech Museum, Silicon Valley Ballet and Children’s Discovery Museum of San Jose. In 2014, he was awarded the Hoover Medal, a prestigious honor given for “outstanding extra-career services by engineers to humanity,” and was inducted into the IndustryWeek Manufacturing Hall of Fame. In 2015, Wozniak received the Legacy for Children Award from the Children's Discovery Museum of San Jose. The Legacy for Children Award honors individuals whose legacy has significantly benefited the learning and lives of children. The Cal Alumni Association (UC Berkeley's Alumni Association) presented Wozniak with the 2015 Alumnus of the Year Award.

Wozniak is the author of iWoz: From Computer Geek to Cult Icon (Norton Publishing), his New York Times best-selling autobiography. His television appearances include: ABC’s Dancing with the Stars, The Big Bang Theory, My Life on the D List, The Late Show with Stephen Colbert, Conan, The Tonight Show Starring Jimmy Fallon and Celebrity Watch Party.

Wozniak continues to pursue his entrepreneurial and philanthropic interests to this day. In October 2017, Steve co-founded Woz U — a postsecondary education and training platform focused on software engineering and technology development.  He has also recently co-founded Efforce — which leverages disparate applications of blockchain technology.

When Woz and his wife, Janet, are not traveling the world trying to inspire the next generation or building sustainable businesses, they live a happy life in Los Gatos, California with their four Bichon Friese dogs Ziggy, Zelda, Jewel and Wozzie.

Agenda

Agenda

  • Monday, October 5
    8:30 AM - 9:30 AM
    ADISA Focus on Wellness
    10:45 AM - 11:30 AM
    New Attendee Coffee Meet-Up
    12:15 PM - 1:30 PM
    Women's & Next Generation Lunch

    The Great Wealth Transfer to Women

    Women are projected to control roughly $34 trillion in U.S. investable assets by 2030, with more than $50 trillion transferring to them in the decades ahead.  This session explores why women are a defining force in wealth management, how they approach investing differently, and where firms still fall short -- covering trust, communication, values-based investing, and legacy planning. Advisors, sponsors, and industry leaders alike will leave better positioned to serve the clients driving the next era of wealth.

    Moderator: Tamara Williams, Williams Consulting
    Participants: Robin Edgar, Wealth Progression Group; Alanah Phillips, Break Up With Your Broker-Dealer; Susan Jones, Sorelle Wealth Partners; Eileen Duff, iCapital

    1:45 PM - 2:45 PM
    Broker-Dealer Advisory Council, RIA Council, Sponsor & Independent Roundtables
    3:00 PM - 3:40 PM
    General Session I: ADISA Annual Conference Kick-Off
    3:40 PM - 4:20 PM
    General Session II: Alternative Investment Industry Update
    With Taylor Garrett, Mountain Dell Consulting, and Kevin Gannon, Robert A. Stanger & Co.
    4:20 PM - 5:15 PM
    General Session III: Market Update
    5:15 PM - 6:45 PM
    Opening Cocktail Reception
    7:30 PM - 10:00 PM
    Next Generation Reception
  • Tuesday, October 6
    8:00 AM - 9:00 AM
    Breakfast & Exhibits
    9:05 AM - 9:50 AM
    General Session IV: Legislative & Regulatory Update
    10:00 AM - 11:00 AM
    ADISA Tech Fair
    Alts 101
    11:00 AM - 11:20 AM
    Networking Break & Exhibits
    11:25 AM - 12:10 PM
    Breakout Sessions
    12:15 PM - 1:30 PM
    Lunch & Exhibits
    1:30 PM - 2:15 PM
    Breakout Sessions
    2:20 PM - 3:00 PM
    ADISA Tech Fair
    Networking Break
    3:05 PM - 3:50 PM
    Breakout Sessions
    3:55 PM - 4:40 PM
    Breakout Sessions
    4:45 PM - 5:30 PM
    General Session V: Broker-Dealer Revenue
    5:30 PM - 6:45 PM
    Cocktail Reception
  • Wednesday, October 7
    8:00 AM - 9:00 AM
    Breakfast & Exhibits
    9:05 AM - 9:50 AM
    Breakout Sessions
    10:00 AM - 10:50 AM
    Keynote Speaker: Steve Wozniak
    11:00 AM - 11:45 AM
    Committee Workshops

Attending Companies

Attending Companies

As of 7/20/2026

*Denotes Exhibiting Company

Associates

Retail Broker-Dealers, RIAs, Family Offices, Registered Reps

1031 Securities
11 Financial
25 Financial
Accretive Wealth Management
Advisor On Call
Alexander Capital
Alliance Global Partners
American Trust Investment Services
Arete Wealth Management
Arete Wealth Management DBA Hudsonpoint Capital
Arkadios Capital
Aspen Capital Management
Aurora Securities
Axxcess Wealth Management
Bernardo Asset Management
Bonfire Financial
BXM Wealth
Cabin Securities
Cabot Lodge Securities
Calton & Associates
Capital Management Analytics
Catalyst Wealth Management Holdings
Centurion Strategic Advisors
Claro Advisors
Colorado Financial Service Corporation
Concorde Asset Management
Concorde Investment Services
Copley Alternative Investments
Copley Financial Group
Corporate Investments Group
Dempsey Lord Smith
DFPG Investments
Doceo Wealth
Ellevest
Emerson Equity
Endurance Financial
Equifinancial
Farther Finance
Fiduciary Architects
Fiduciary Wealth Management
FourStar Wealth Advisors
GCB Private Wealth
Gold Standard Financial Partners
Golden Eagle Securities
Great Point Capital
Hartfield Financial & Insurance Services
Hilton Head Capital Partners
IDB Capital Corp.
Infinity Financial Services
Innovation Partners
Innovative Advisory Group
John-Luke Financial
Kingswood U.S.
Kovar Wealth Management
Landolt Securities
Legacy Wealth Management
Lucas 1031
Mazzella Estate & Asset Management
Metric Financial
MHL Investments
MIFI Wealth
Money Concepts Capital Corp.
Monvia Financial
MyTimeEquity
New Frontier Wealth Management
Nobles & Richards
Oak Tree Securities
Ollie Grant Private Wealth
Osaic
Personal Wealth Management
Qubera Wealth Management
Quincy Wells Group
Realta Equities
Revere Securities
Simons Financial Network
Steven Yeh & Associates
Strategic Wealth Management Solutions
The Strategic Financial Alliance, Inc.
Third Seven Capital
Transce3nd
Trustmont Financial Group
TruWealth Financial
US Capital Investment Management
Vestech Securities
Vistia Capital
Wealth House Capital
Williams & Novak Wealth Management

 

Affiliates

Alliance 160
*CNB Custody
*Computershare
Equity Trust Company
*FactRight
Financial Services Institute
*Goldstar Trust Company
*Great Lakes Fund Solutions
Hana Solutions
Heritage IRA
*iCapital
*Inspira Financial
*Mick Law
Nelson Mullins
*Preferred Capital Securities
Realta Capital Markets
Republic Capital Group
Robert A. Stanger & Co.
*Skyway Capital Markets
TPC Capital Solutions
*The Bowman Law Firm
Trusted Edge Advisory
*Vistra Fund Solutions
*Williams Mullen

 

Sponsors

*AEI Capital Corporation
*Backstory Capital
*Baker Tilly
*Bluerock
*Bridge Investment Group
*Bridgeview Real Estate
*Brookfield REIT
*CAI Investments
*Capital Square
*Carter Funds
*Citizen Energy
*CM Pacific Group
*Cottonwood
*Cove Capital Investments
*DealPoint Merrill
*Equity Markets Group
*ExchangeRight
*Hines Private Wealth Solutions
*Inland Real Estate Investment Corporation
*Madison Capital
*MCB Wealthbridge
*MCI Megatel Capital Investment
*Montego Minerals
*Moody National Companies
*Mountain V Oil & Gas Inc
*Net Lease Capital
*NexPoint
*Olympus Property
*Passco Companies
*Peachtree Group
*Prospect Capital
*Renaissance Growth Partners
*Resource Royalty
Sealy & Company
*SmartStop Self Storage REIT
*Starboard Realty Advisors
*STRATA Trust Company
*Texakoma
*The Gladstone Companies
*The Wyoming Reserve
*U.S. Energy Development Corporation
*Veritas Group

Exhibitors

Exhibitors

Diamond

 

 

Platinum

  

 

Preferred-Cap-Securities-NEW-03.08.2021

 

 

 

 

 

 

CM Pacific Capital Group

   

 

Gold

 

 

 

NexPoint Only Logo-Blue

  

 

MCI LOGO-New-082917-jpeg

 

 

STRATA_2c_dark-jpeg-09.03.19

 

 

 

 

 

 

 

 

 

Bluerock-091818 (1)

 

 


 


 

 


 

 


 Four_Springs

 

Silver

 

  

 

CNB logo HORIZ

 

 

 

 

Hines Red Logo NEW 06.18.19 jpg

 

        

 

Bronze

 

 

 

 

 

Resource-Royalty-NEW-03.11.18

 

 

Bowman_72dpi

 

 

Great_Lakes_logo_jpeg

 

 

 

 

 

 

 

 

 

Moody-National Companies

 

 

 

 

 

 

 

 

 

 

Montego_Minerals_new_032217

 

 

 

Bridge Investment Group

 

 

 

 

Starboard - New Logo - 2.2018

 

 

 

      

 

Sponsored Items

Sponsored Items

Lanyards

Keycards

Pocket Agenda

Sovereign_Partners_092518

Tuesday Breakfast

Coffee Cups

Tech Fair!

Back by Popular Demand: The ADISA Tech Fair!

Two sessions designed to elevate the investor experience with interactive demos, live Q&A, and compliance, due diligence and onboarding solutions.

What to expect:

  • Interactive demos
  • Tools that simplify compliance
  • Due diligence workflows
  • Smoother client onboarding and processing
  • Meet the teams and see real-time capabilities in action

Both session will take place on Tuesday, October 6!

Are you a technology firm interested in participating? Contact Tanisha Bibbs.