ADISA 2023 Annual Conference & Trade Show - Alternative & Direct Investment Securities Association
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
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.
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
Energy and Tax Driven Products
Other such as AUM/Deferred Sales Trust
BDCs and REITs
Where are they now?
Examination of REIT stock and recent developments
Where are we today and how to try to avoid past issues
Suitability and risks for any investor, particular investors, and especially seniors
Legal perspective from an ERISA attorney
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
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
Future and Past Event Dates
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