https://eventsinamerica.com/events/adisa-2018-annual-conference-trade-show-alternative-direct-investment-securities-association/business/investment-finance/ltjwyuhrd6bt86qo

ADISA 2018 Annual Conference & Trade Show - Alternative & Direct Investment Securities Association

Oct 8 - 10, 2018 In-person
Key Metrics
  • Attendees
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  • Exhibitors
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  • Register
    $99-$2,999

Why Attend

About Us

The Alternative & Direct Investment Securities Association (ADISA) is a national trade association of decision makers who influence over 30,000 professionals involved in alternative investments, primarily non-traded alternatives.

These typically include non-traded Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), Master Limited Partnerships (MLPs) and private and public funds (LPs/LLCs), 1031 exchange programs (DSTs/TICs), energy and oil and gas interests, equipment leasing programs, and other alternative and direct investment offerings.

The association was founded in 2003 and has approximately 4,500 members who are key decision makers who represent more than 220,000 professionals throughout the nation, including sponsor members that have raised in excess of $200 billion in equity and serve more than 1 million investors.

We work to maintain the integrity and reputation of this industry by promoting the highest ethical standards, providing education and networking opportunities, and in representing our industry in the public and political arena.

ADISA connects members directly to key industry experts through exemplary events forums providing timely trends and education, helping create a diversified portfolio for their clients.

Our history and mission
ADISA, formerly known as “REISA” (and before that as “TICA”), is a registered not-for-profit trade association (IRS 501c6) and also has a foundation (IRS 501c3), the ADISA Foundation, which provides college scholarships.

ADISA’s mission is to be the leading trade association for the alternative and direct investment industry providing education, networking, and advocacy for member. Annually we host several events of varying size to bring education and networking opportunities to our members. These members comprise around 4,500 alternative investment professionals:
 
Sponsors/Issuers of alternative investment products
Broker-Dealers
Accountants
Attorneys
Mortgage Bankers
Institutional Lenders
Qualified Intermediaries
Registered Representatives
Investment Advisers
Registered Investment Advisors
Due Diligence Officers
Family office representatives
Other affiliated professionals
Our headquarters office is located in Indianapolis, Indiana, with full time staff in other parts of the country as well. While our events are frequently on the West Coast to reach a majority of our members, we rotate some conferences to other parts of the country where there are concentrations of financial service professionals.

WHY GO?

WHERE BUSINESSES GROW AND DEALS ARE MADE.
Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments.
 
Several educational sessions will be available, many of which qualify for Continuing Education credit.
 
Attendees will also have the opportunity to meet face-to-face with nearly 1,000 leading industry professionals and visit with nearly 80 event exhibitors.

Session tracks will include:

New Alternative Products
Different and New product introduction in general, best ways to get to know them
Life Settlement
Interval Funds
Private Equity
Energy and Tax Driven Products
Energy
Conservation
Other such as AUM/Deferred Sales Trust
BDCs and REITs
Where are they now?
Examination of REIT stock and recent developments
1031 products
Where are we today and how to try to avoid past issues
Suitability and risks for any investor, particular investors, and especially seniors
DOL Update
Legal perspective from an ERISA attorney
Practical compliance
Navigating BIC exemption
Marketing and Sales of Alts
Dos and don’ts discussion with sponsors from panel of DD officer, third party DD, MBD
Sponsor feedback for broker dealers, Reps, RIAs related to selling agreements, due diligence, etc.
Suitability how does it differ between private and public offerings
Trends in offering documents and disclosures
Tension between confidentiality regarding sponsor information and disclosure in the sales process
Trends related to risk disclosures in offering documents
Updates on Reg A and Crowdfunding
Current status
Crystal ball perspective
Advisor and BD focus
BD and Advisor oversight related to compliance
Practical aspects of education related to product, sponsor, and clients

Source : Event Website

Source : Event Website

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Future and Past Event Dates
Date Location Atten Exhib
Oct 09, 2025 , - -
Oct 30, 2024 Denver, Colorado Estimated
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Oct 10, 2024 Chicago, Illinois Estimated
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Oct 10, 2024 Chicago, Illinois Estimated
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Oct 07, 2024 Las Vegas, Nevada Estimated
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Aug 08, 2024 Las Vegas, Nevada Estimated
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Aug 03, 2024 Minneapolis, Minnesota Estimated
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May 07, 2024 Louisville, Kentucky - Estimated
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Feb 28, 2024 San Antonio, Texas Estimated
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Jan 14, 2024 Mobile, Alabama Estimated
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Nov 01, 2023 Kansas City, Missouri Estimated
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Oct 09, 2023 Las Vegas, Nevada Estimated
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May 22, 2023 Dallas, Texas Estimated
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May 16, 2023 San Diego, California Estimated
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Apr 24, 2023 San Diego, California Estimated
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Feb 27, 2023 National Harbor, Maryland - verified
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Jan 18, 2023 Mobile, Alabama - verified
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Nov 02, 2022 Louisville, Kentucky verified
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Oct 28, 2022 San Francisco, California - -
Oct 13, 2022 New Orleans, Louisiana - verified
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Apr 12, 2021 Chattanooga, Tennessee verified
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Dec 14, 2020 Irving, Texas - -
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Oct 23, 2020 San Francisco, California Estimated
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Oct 15, 2020 Washington, District of Columbia verified
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Jun 07, 2020 Dover, Vermont Estimated
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Apr 24, 2020 Seattle, Washington verified
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Apr 05, 2020 Orlando, Florida Estimated
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Apr 03, 2020 Fort Worth, Texas Estimated
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Mar 18, 2020 Miami Beach, Florida Estimated
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Feb 12, 2020 Las Vegas, Nevada verified
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Jan 25, 2020 Lancaster, Pennsylvania verified
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Jan 16, 2020 Mobile, Alabama verified
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Jan 16, 2020 Phoenix, Arizona verified
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Jan 13, 2020 Chattanooga, Tennessee - -
Jan 11, 2020 Bonita Springs, Florida verified
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Dec 08, 2019 High Point, North Carolina - verified
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Nov 07, 2019 , verified
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Nov 06, 2019 Washington, District of Columbia verified
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Oct 14, 2019 Las Vegas, Nevada verified
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Aug 19, 2019 Seattle, Washington verified
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Jul 08, 2019 Austin, Texas - Estimated
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May 07, 2019 Atlanta, Georgia verified
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Apr 28, 2019 Las Vegas, Nevada verified
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Mar 14, 2019 Orlando, Florida Estimated
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Mar 13, 2019 Fort Lauderdale, Florida Estimated
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Feb 27, 2019 New Orleans, Louisiana verified
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Feb 02, 2019 Lancaster, Pennsylvania - -
Jan 30, 2019 Mobile, Alabama verified
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Jan 17, 2019 Phoenix, Arizona verified
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Nov 08, 2018 Nashville, Tennessee verified
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Aug 20, 2018 Seattle, Washington verified
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Jun 04, 2018 San Diego, California Estimated
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May 08, 2018 New Orleans, Louisiana verified
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May 06, 2018 Arlington, Texas verified
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Mar 22, 2018 Houston, Texas verified
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Jan 18, 2018 Phoenix, Arizona verified
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Nov 02, 2017 Austin, Texas verified
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