Why Go?

Why Go?

The National Due Diligence Alliance, also known as TNDDA, was founded in 2003 as a non-profit trade association to  provide a premier forum for independent broker-dealers, advisors and family offices and alternative investment product and service sponsors, law firms and research analysts to facilitate the due diligence process for the benefit of the investing public.

TNDDA's events – unlike a regular ADISA event – are comprised of commercial presentations ("pitches"). Sponsors pay to present in a serial format and are also given a tabletop display opportunity around the food and beverage meeting space. After a session featuring several sponsor presentations, the audience of broker-dealers and RIAs, along with due diligence analysts, participate in a moderated closed-door discussion of the presentations they have seen. There is ample opportunity for networking during breakfast, lunch and receptions as well.

Presenting Sponsor Benefits

Registration

Hotel Information

Hotel Information

All Fall 2026 TNDDA events will take place at:

JW Marriott New Orleans
614 Canal Street
New Orleans, LA 70130

Sponsors & Affiliates: Contact the JW Marriott New Orleans directly (https://www.marriott.com/en-us/hotels/msyjw-jw-marriott-new-orleans/overview/ or 504.625.6500) for room availability.


BEWARE of hotel reservation scams: There are several hotel reservation “pirates” who somehow get prior year 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.

 

Agenda

Agenda

  • Sunday, November 1
    2:00 PM - 2:50 PM
    "Shop Talk"
    Informal Broker-Dealer & RIA roundtable
    3:00 PM - 3:15 PM
    TNDDA Introduction
    3:15 PM - 3:55 PM
    Affiliate Presentations

    3:15-3:20 pm       Mick Law

    3:20-3:25 pm       FactRight

    3:25-3:30 pm       The Bowman Law Firm

    3:30-3:35 pm       Great Lakes Fund Solutions

    3:35-3:40 pm       CNB Custody

    3:40-3:45 pm       Skyway Capital Markets

    3:45-3:50 pm       American Estate & Trust

    3:50-3:55 pm       Vistra Fund Solutions

    3:55 PM - 5:15 PM
    Sponsor Presentations

    3:55-4:15 pm       Citizen Energy Ventures

    4:15-4:35 pm       Vertical Petroleum Industries

    4:35-4:55 pm       Vida Companies

    4:55-5:15 pm       PowerLink

    5:20 PM - 5:45 PM
    Closed-Door Broker-Dealer/RIA Session
    5:45 PM - 7:00 PM
    Sponsor Exhibits & Cocktail Reception
  • Monday, November 2
    7:45 AM - 8:45 AM
    Breakfast & Networking
    8:50 AM - 11:10 AM
    Sponsor Presentations

    8:50-9:10 am       Bonaventure

    9:10-9:30 am       FG Communities

    9:30-9:50 am       The Oak Companies

    9:50-10:10 am     MDS Energy Development

    10:10-10:30 am   Waypoint Residential

    10:30-10:50 am   Lukrom

    10:50-11:10 am   Renaissance Growth Partners

    11:10 AM - 11:45 AM
    Closed-Door Broker-Dealer/RIA Session
    11:10 AM - 11:40 AM
    Sponsor "Shop Talk"
    11:45 AM - 12:15 PM
    Broker-Dealer/RIA Panel: DST/Reservation Discussion
    12:15 PM - 1:15 PM
    Lunch & Networking
    1:30 PM - 3:10 PM
    Sponsor Presentations

    1:30-1:50 pm       MAG Capital Partners

    1:50-2:10 pm       Acore Capital

    2:10-2:30 pm       Carter Funds

    2:30-2:50 pm       Trellis Energy Partners

    2:50-3:10 pm       Arden Group

    3:10 PM - 3:20 PM
    Closed-Door Broker-Dealer/RIA Session
    3:20 PM - 3:50 PM
    Ice Cream Break
    3:50 PM - 5:10 PM
    Sponsor Presentations

    3:50-4:10 pm       U.S. Energy Development Corporation

    4:10-4:30 pm       ARCTRUST Private Capital

    4:30-4:50 pm       Urban Catalyst

    4:50-5:10 pm       Ashton Gray

    5:10 PM - 5:30 PM
    Closed-Door Broker-Dealer/RIA Session
    5:30 PM - 6:45 PM
    Sponsor Exhibits & Cocktail Reception
  • Tuesday, November 3
    7:30 AM - 8:30 AM
    Breakfast & Networking
    8:30 AM - 9:30 AM
    Sponsor Presentations

    8:30-8:50 am       Purified Resource Partners

    8:50-9:10 am       Capital Square

    9:30 AM - 9:50 AM
    Closed-Door Broker-Dealer/RIA Session
    9:50 AM - 11:00 AM
    Sponsor Lightning Round

Attending Firms

Attending Firms

Broker-Dealers and RIAs

As of 10/12/2026

Alliance Global Partners
Arete Wealth Management
Arkadios Capital
Aspen Capital Management
Brevity & Assc
BXM Wealth
Cabot Lodge Securities
Cetera Financial Group
Cobalt Capital
Concorde Asset Management
Concorde Investment Services
Crescent Securities Group
DJ Investment Group
Eubel Brady & Suttman
Ferguson Shapiro
First Shore Private Wealth
Global Wealth Management
High Speed Alliance
Hughes Wealth Management
Innovative Advisory Group
Kingswood Capital Partners
Kingswood U.S.
Legacy Wealth Management
Magnolia Private Wealth
MAM Global Financial (RIA)
Massey Financial Group
MHL Investments
Miller Global Investments
Money Concepts Capital Corp.
Monvia Financial
Nashional Investments/Jefferson Nash
Ni Advisors
Nobles & Richards
Nova Capital Solutions
Ollie Grant Private Wealth
Realta Equities
Revere Securities
Rudwall Wealth Management
Strategic Wealth Management Solutions
The Alchemists
The Family Wealth Consultants
The Institute for Wealth
Third Seven Capital
Trustmont Financial Group
WealthForge Securities
Wealthhouse Advisors

 

Presenting Sponsors

Presenting Sponsors


 

 

 

ARCTRUST Private Capital

 

 

 

Ashton Gray

 


 



 



 




 



 

 

PowerLink

 



 

 


The Oak Companies
 

 


 

 


 


 

 


 



 
Waypoint
  

 

Presenting Affiliates

Presenting Affiliates


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