Thank you to everyone who joined us for a powerful week of connection, education, and collaboration at TNDDA by ADISA and the ADISA Alts Research & Due Diligence Forum, held back-to-back July 13-16 at the Loews Philadelphia Hotel.

The four-day, content-rich program featured panels, presentations from sponsors as well as breakout sessions covering tax-advantaged investments, regulatory updates, third-party due diligence, trending products, and the growing role of artificial intelligence in financial services.

---

“These two events brought ADISA’s mission to life – combining education and industry-wide collaboration with advocacy efforts.” — JOHN GRADY, EXECUTIVE DIRECTOR, ADISA

---

TNDDA by ADISA | July 13-14

Kicking off with remarks from newly appointed CEO Jade Miller and TNDDA Council Chair Karlton Kleis, our second TNDDA by ADISA event of the year welcomed professionals from more than 100 firms. Nearly 75% of attending companies – including over 40 first-time attendees – represented broker-dealers, RIAs, and family offices.

Key Features Included:

• 18 product sponsor presentations
• Dedicated networking and exhibit sessions
• Closed-door meetings for BDs, RIAs, and family offices
• A dynamic lightning round to conclude the conference
  

---

Alts Research & Due Diligence Forum | July 15–16

Our newly appointed Executive Director John Grady and CEO Miller opened the forum, which drew 170 attendees from across the alternatives space.

Programming Highlights Included:

• Regulatory and RIA-focused panels
• Third-party due diligence and AI in financial services
• Updates on tax-advantaged strategies and product structures
• Discussions on how real estate and energy investments are shaped by the current administration
• A closing Campfire Chat with Due Diligence Officers

---

“These events resulted in meaningful conversations and real industry impact. The response from attendees confirms we’re building something special together.” — JADE MILLER, CEO, ADISA

---

We extend our sincere thanks to all attendees, speakers, and sponsors who made these events a success. We look forward to building on this momentum at our biggest event of the year, ADISA’s 2025 Annual Conference & Trade Show, taking place September 29-October 1 in Las Vegas.