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ADISA 2024 Spring Conference Wrap-Up

A special thank you to everyone who participated in our 2024 Spring Conference!

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Thank you to all attendees, participants and sponsors of ADISA's 2024 Spring Conference in Chicago!

A special thank you to everyone who participated in our 2024 Spring Conference! We had the pleasure of welcoming nearly 600 professionals from 300 companies, more than 50 exhibitors, and special guest speakers to this year's conference.

What We (Hope) You Didn't Miss!

ADISA's Women & Next Generation Reception & Luncheon welcome Commander Susan Kilrain, a renowned astronaut, distinguished Navy test pilot, aerospace engineer, and world traveler with more than 3,000 flight hours in over 30 different aircraft. Attendees got the chance to relish in stories and tips from the youngest person, and one of only three women, to ever pilot the space shuttle.

General Sessions

  • Industry Updates
  • Legislative & Regulatory Updates
  • Reg D Issues/506(b) vs. 506(c)
  • The M&A Wave: Insights into Realities and How to Capitalize on Them

Solar Eclipse

Attendees stepped outside after the Women's & Next Generation Luncheon for the opportunity to witness the total eclipse!

Best Session Award Winners

"To 506(b) or Not to 506(b), That is the 506(c) Question" won best 2023 session at the 2024 Spring Conference! Congratulations to coordinator Heidi Wheatly, KNPRE 1031, moderator John Grady from ABR Dynamic Funds, and panelists Dave Laga from DFPG Investments, and Amy Arnold and Kimberlee Levy from Concorde Investment Services.

Click here for Spring Conference pictures.

Login to ADISA's User Portal for Conference Presentations.

What Did This Year's Spring Conference Include?

This year welcomed a number of new and exciting topics. Guest speaker Jeff Nash of Bridgemark Strategies shared his knowledge about the M&A landscape, Beth Ziesenis kept it exciting with cool tips on artificial intelligence and the latest apps, and many others donated their time to speak about new product types, the cost of capital, the 4 Ws of the Corporate Transparency Act, and more. We are very thankful to the many speakers who participated this year!

Additionally, at every conference, ADISA ensures that newcomers to our industry and those seeking a deeper dive continue to have access to the fundamentals of alternative investments.

Guest Speaker Caitlin Reilly



Special guest Caitlin Reilly, a congressional reporter covering tax and economic policy for CQ Roll Call, joined the legislative and regulatory update general session on day two. Conference attendees learned about the latest activity on the accredited investor definition and Regulation Best Interest in Washington, D.C.


ADISA's Partnership with The Milken Institute and Utah Valley University

ADISA is proud to continue our partnership with the Milken Institute HBCU Strategic Initiative and Fellows Program and welcomed students from HBCUs at this year's Spring Conference. This augments ADISA's current student outreach program with Utah Valley University, and through both partnerships, ADISA strives to introduce the alts industry to a new generation of young leaders.

View the Milken Institute students who were in attendance here.

View the Utah Valley University students who were in attendance here.

Our three-day conference was packed with insightful education and important networking time that would not be possible without the help of conference chair Joanna Venetch, Hana Solutions, and members of the Conference Planning Committee. This group donates time and effort to help our organization continue to provide unmatched value at every conference we host. Thank you to all involved!