TNDDA Winter 2026

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

Sponsor Workshop

Registration

TNDDA Registration Information

Hotel Information

All TNDDA Winter 2026 events will take place at:

Grand Hyatt Indian Wells
44600 Indian Wells Lane
Indian Wells, CA 92210

Sponsors & Affiliate: Book your room here. Book by Monday, January 19, to ensure the $364/night room rate.

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.

Schedule

TNDDA will begin Sunday, February 1, at 2 pm with Shop Talk (informal Broker-Dealer and Advisor roundtable).

TNDDA will end Tuesday, February 3, at 11 am with the conclusion of the Lightning Round.

Sunday, February 1

2:20 PM - 3:20 PM

"Shop Talk"

Informal Broker-Dealer & RIA roundtable

3:30 PM - 3:45 PM

TNDDA Introduction

3:45 PM - 4:15 PM

Affiliate Presentations

3:45-3:50 pm FactRight
3:50-3:55 pm Mick Law
3:55-4:00 pm The Bowman Law Firm
4:00-4:05 pm Buttonwood Due Diligence
4:05-4:10 pm Great Lakes Fund Solutions

4:15 PM - 5:15 PM

Sponsor Presentations

4:15-4:35 pm DealPoint Merrill
4:35-4:55 pm The Sterling Group
4:55-5:15 pm Capital Square

5:15 PM - 5:45 PM

Closed Broker-Dealer/RIA Session

5:45 PM - 7:00 PM

Cocktail Reception & Exhibits
Monday, February 2

7:45 AM - 8:45 AM

Breakfast & Networking

8:50 AM - 10:10 AM

Sponsor Presentations

8:50-9:10 am CAI Investments
9:10-9:30 am U.S. Energy Development Corporation
9:30-9:50 am MDS Energy Development
9:50-10:10 am Madison Capital Group

10:10 AM - 10:30 AM

Sponsor Workshops

5 minute presentations
10:10-10:15 am Bonaventure
10:15-10:20 am Deloache Capital
10:20-10:25 am Backstory Capital
10:25-10:30 am Trinity Investors

10:30 AM - 11:30 AM

Sponsor Workshop Roundtables

11:30 AM - 12:15 PM

Closed Broker-Dealer/RIA Session

Sponsor "Shop Talk"

12:15 PM - 1:30 PM

Lunch & Networking

1:30 PM - 2:30 PM

Sponsor Presentations

1:30-1:50 pm Urban Catalyst
1:50-2:10 pm Trellis Energy Partners
2:10-2:30 pm Mountain V Oil & Gas

2:30 PM - 3:00 PM

Ice Cream Break & Exhibits

3:00 PM - 4:00 PM

Sponsor Presentations

3:00-3:20 pm Purified Resource Partners
3:20-3:40 pm Veritas Group
3:40-4:00 pm Olympus Property

4:00 PM - 5:00 PM

Closed Door Broker-Dealer/RIA Session

5:00 PM - 6:15 PM

Cocktail Reception & Exhibits
Tuesday, February 3

7:30 AM - 8:30 AM

Breakfast & Networking

8:30 AM - 9:10 AM

Sponsor Presentations

8:30-8:50 am The Wyoming Reserve
8:50-9:10 am QC Capital Partners

9:30 AM - 11:00 AM

Lightning Round

Attending Firms

As of 1/22/2026

Broker-Dealers and RIAs

Accretive Wealth Management, LLC

Alexander Capital LP

American Trust Investment Services

Arete Wealth Management

Aspen Capital Management LLC

Athos Capital Advisors

Berthel Fisher & Co

Blue Summit Wealth Management

Bourbon Financial Managment

Crescent Securities Group - MBD

Crosspoint Financial, LLC

D.H. Hill Securities, LLLP

DJ Investment Group

Emerson Equity LLC

Farther Finance

FourStar Wealth Advisors, LLC

Global Wealth Management, LLC

Golden Eagle Securities Inc.

Great Point Capital

GrowStrong Wealth Strategies

HarMONEY Financial, LLC

Invicta Capital Advisors

IronOak Wealth

Kingswood

Legacy Wealth Management, LLC

Magnolia Private Wealth, LLC

MAM Global Financial (RIA)

Metric Financial

MHL Investments

Money Concepts Capital Corp.

Nashional Investments/Jefferson Nash

New Frontier Wealth Management

Ni Advisors, Inc.

Nobles & Richards

Ollie Grant Private Wealth

Osaic

Paulson Investment Company

Prosperitage Wealth

Purshe Kaplan Sterling Investments

Redmount Capital Partners, LLC

Revere Securities LLC

Saxony Securities Inc

Southern CA Wealth Mgmt Assoc.

Sunbelt Securities. Inc.

The Family Wealth Consultants, Inc

The Institute for Wealth

The Merchants Financial Group, Ltd.,

Treeview Capital

Vestech Securities

Wealthhouse Advisors

West Park Capital, Inc.

Third-Party Consultants, Due Diligence Firms, MBDs

Backstory Capital
Bowman Law Firm
Equity Markets Group
FactRight
Great Lakes Fund Solutions
Mick Law
Peak Capital Solutions
Quincy Wells Group
Realta Capital Markets
Skyway Capital Markets
Vistra Fund Solutions