Education Tracks

(Session titles are DRAFT ONLY.)

Please note: ADISA's Spring Conference will begin roughly early-afternoon Monday, April 1, and conclude around lunctime Wednesday, April 3.

Broker-Dealer/RIA
- 2019: Challenges for RIAs and Family Offices
- Practive Management for Registered Reps
- Broker-Dealer Advisory Council

Due Diligence
- Third-Party Oil & Gas Due Diligence Opinions
- The Great Third-Party Debate
- 1031 Underwriting an Offering

Emerging Products
- Opportunity Zones: Deep Dive
- 2019: New Product Investigation
- Product Development Retrospective

Legislative & Regulatory
- Regulatory Challenges
- Death & Taxes

Marketing & Technology
- 2019: State of FinTech
- 2019 Cyber Security Update
- Sponsor Advisory Council

Private Programs
- Real Estate Private Placements
- Fundamentals of DPP
- Best Practices of DPP

Public Programs
- Update on Preferred Offerings
- REITs Remaining Relevant: Changes and Innovations in 2019
- BDCs: Changes in 2019
- Interval Funds: Performance Updates

Specialty
- Energy 2019: Tax Changes
- Opportunity Zones
- 2019 Private Equity Landscape

General Sessions
- Industry Update
- Legislative & Regulatory Update
- Opportunity Zones
- CEO Panel