-
Monday, March 30
8:00 AM - 9:00 AM
ADISA Focus on Wellness: Move & Recharge
Join your peers for a 45-minute mat and body weight based workout class. All levels are welcome.
10:30 AM - 11:00 AM
New Attendee Coffee Meet-Up
11:15 AM - 12:05 PM
Broker-Dealer Advisory Council
12:05 PM - 1:15 PM
Women's & Next Generation Luncheon
1:25 PM - 2:50 PM
Breakout: Fundamentals of Alts
This session brings a noted cast of industry veterans to identify aspects of alternative investments and pass on their knowledge. We will examine typical varieties of offering structures and the corresponding related potential benefits and risks associated with investments in alts. Examples of topics covered will be the investment process of sales, suitability and required disclosures. Panelists will identify how certain rules and regulations apply to the various types of offerings and why due diligence is an absolute critical part of the process to identify potential risks. Alternative investments cover a wide variety of industry sectors, including but not limited to real estate, energy, equipment and commercial debt. This session will also address some of the legal, tax and regulatory issues surrounding alt offerings with some of the best minds in the industry!
Matchmaking: One-on-One Meetings
4:10 PM - 4:50 PM
General Session: Alternative Investments Industry Updates
Hera from industry experts Taylor Garrett with Mountain Dell Consulting on updates with how the 1031 market did in 2025, where we are year-to-date and what to expect going forward. Stanger's full alternative investment capital raise update with Kevin Gannon will follow.
5:00 PM - 5:45 PM
General Session: Real Estate and Oil & Gas
With Bayle Smith, Green Street
5:45 PM - 7:00 PM
Opening Cocktail Reception
-
Tuesday, March 31
9:05 AM - 9:55 AM
Breakout: Building a Career in Alternatives: Pathways, Skills and Real-World Lessons
Join seasoned professionals for a candid fireside chat on building a career in alternative investments. Panelists representing product sponsors, distribution and advisory firms will share real-world career paths, critical skill sets, and lessons learned navigating growth opportunities in the alts ecosystem. Designed to be practical and transparent, this session offers actionable guidance for professional early in their careers or exploring their next move within alternatives.
Matchmaking: One-on-One Meetings
10:05 AM - 10:50 AM
General Session: Sports Investing
11:15 AM - 12:00 PM
Breakout: 40 Act Fund Evolution
Breakout: Investing in Innovation: Advisory Approach to AI, Blockchain and Emerging Technologies
Artificial intelligence and blockchain technologies are reshaping the world and the investment landscape -- but separating transformative opportunities from overhyped noise requires a closer look. Join a candid conversation between an asset manager deploying capital into cutting-edge AI and blockchain opportunities and an advisory firm navigating these allocation decisions on behalf of clients. Together they'll unpack how they evaluate emerging technology investments, manage the unique risks of this rapidly evolving space, and position portfolios to capture innovation-driven growth.
1:25 PM - 2:50 PM
Matchmaking: One-on-One Meetings
NEW! ADISA Spring Tech Fair
Discover the technology firms and service providers helping to streamline operations across the alternative investment ecosystem. The ADISA Spring Tech Fair features interactive demos and live Q&A focused on practical solutions for compliance support, due diligence workflows, and smoother client onboarding and processing. Meet the teams behind the tools, see real-time capabilities in action, and walk away with ideas to reduce friction, improve oversight, and enhance the overall investor experience.
Consider this your change to level up – no software update required!
3:25 PM - 4:10 PM
Breakout: AI for Retail Alts
Breakout: Distressed Real Estate Market Debate
Breakout: Navigating Opportunity Zones: Where We've Been, Where We Are and What's Next
This session examines the current state of Opportunity Zones and how the program has evolved since its inception, featuring insights from Opportunity Zone industry expert Jimmy Atkinson. We'll discuss where Opportunity Zones are headed, why they may present timely opportunities for certain clients, and how recent and anticipated changes impact decision making. The presentation will cover key tax and investment considerations, along with the critical factors advisors and clients should evaluate when assessing Opportunity Zone strategies in today's evolving landscape.
4:15 PM - 4:45 PM
General Session: Private Credit
4:50 PM - 5:40 PM
General Session: The Debate Series: Evergreen vs. Lifecycle Funds
A debate becomes most valuable when it invites candid, good-faith conversation that ultimately strengthens the broader marketplace. Proponents of lifecycle funds highlight disciplined de-risking, predictable glidepaths, lower valuation risks and behavioral guardrails that help investors and managers stay aligned with long-term goals. Advocates for evergreen vehicles emphasize permanent capital, flexibility, and the ability to compound without the constraints of fixed maturities. By openly examining these trade-offs -- structure vs. adaptability, predictability vs. opportunity -- participants contribute to a more informed ecosystem where investors, advisors and managers can make clearer decisions and collectively elevate the quality and transparency of investment solutions. Debaters will square off to answer the question: "Should investors rely on evergreen investment vehicles as their primary allocation tool?"
5:45 PM - 7:00 PM
Cocktail Reception & Exhibits
-
Wednesday, April 1
9:05 AM - 9:50 AM
Breakout: Customization, Control and Tax Efficiency: IDFs and SMAs in Insurance
Insurance-based investment solutions are evolving beyond traditional subaccounts. This session examines how Insurance Dedicated Funds (IDFs) and Separately Managed Accounts (SMAs) within life insurance and annuities can provide greater portfolio customization, investment control and potential tax efficiency. Attendees will learn how these structures work inside insurance wrappers, where they may fit within a broader planning strategy, and key considerations around implementation, risk and complexity. Attendees will leave with a clearer framework for evaluating when IDFs and SMAs may add value for appropriate clients.
Breakout: Is the Heyday Over? Are We in a Credit Crisis?
10:00 AM - 10:50 AM
Keynote Speaker: Troy Aikman
Hear from the iconic Hall of Fame quarterback who led the Dallas Cowboys to three Super Bowl Championships, earned the Super Bowl XXVII MVP award, received the NFL Man of the Year Award in 1997, and before all that was the first pick in the 1989 NFL draft.
Sorry to all the Buffalo Bills and Pittsburgh Steelers fans - we’re thrilled to bring the leader of the Cowboys’ 90s dynasty to ADISA’s 2026 Spring Conference in the same town all of the magic began!
*Exhibitors cannot breakdown booths until 11:15 am
(b)-03.png?sfvrsn=58372447_1)
(b)-03.png?sfvrsn=371bea70_1)
-jpg.jpg?sfvrsn=89110037_1)
.jpg?sfvrsn=df49af20_2)
