2022 Annual Conference & Trade Show

Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA's Annual Conference & Trade Show will feature key industry experts, educational panels and topical presentations.

Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
Continuing education credits will be available

Conference attendance is balanced, representing all sponsors, service providers and funding sources
Ample networking time will be available

Hotel & Travel

All ADISA Annual Conference & Trade Show events will take place at:

The Cosmopolitan of Las Vegas
3708 Las Vegas Boulevard South
Las Vegas, NV 89109

Sponsors & Affiliates: ADISA's group rate deadline has passed. Contact The Cosmopolitan of Las Vegas directly for room availability (702-698-7575).

*BEWARE of hotel reservation scams: There are several hotel reservations "pirates" who somehow get prior year(s) meeting attendance lists and then approach past attendees to reserve their hotel rooms, and in doing so, 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 ADISA with any questions.

Educational Tracks

Tax: Section 1031 Exchanges & Opportunity Zones
Laurie Levassar, Cantor Fitzgerald

(2) DSTs, 1031s and 721s: What Advisors Need to Know!
(14) DST Underwriting Analysis: When is 3.5% Better Than 6%?
(16) New DST Best Practices
(19) Opportunity Zones: Maintaining the Opportunity (Plus Legislative Updates)

Emerging Products & Hot Topics
John Grady, ABR Dynamic Funds
Dustin Zachmeyer, Bluerock

(3) Role of Liquidity in Product Creation
(7) New Products/Strategies Session
(11) Offering Approaches: 506b vs. 506c
(17) Investing in Crypto in Current Regulatory Environment
(2) Current Issues in Energy Investing

ESG & Next Generation
Jeff Shafer, CommonGood Capital

(4) Impact Investing: A Case Study
(12) Trends and Predictions on Impact/ESG
(13) Speaking with Clients About Impact/ESG

Portfolio Management
Mike Underhill, Capital Innovations
Rajeev Kotyan, Innovative Advisory Group

(5) Aligning Portfolios to Deal with Sustained Inflation
(6) Why is Arbitrating an Alternative Products Claim Like the Wild, Wild West?
(9) How Does Cap Rate Become Cash Flow?
(10) Adding New Products to Portfolios: Stay Up-to-Date?
(26) Practice Management: Is Your KYC Compliant?

Fundamentals & Due Diligence
Jade Miller, Bourne Financial Group

(1) Fundamentals of Alts
(8) Is Real Estate the Best Way to Offset Liquidity? Do REITs Still Make Sense?
(15) Deal Structuring: How to Spot a Good Deal
(18) Hiring with Caution: How One Bad Apple Can Spoil Your Business
(21) Advertising: How to Stay Out of FINRA Jail

Keynote Speaker Cal Ripken, Jr.

Agenda

*Draft as of 10/8/2022

Schedule-at-a-Glance

Attending Companies

As of 10/4/2022

*Indicates Exhibiting Company

Affiliates

ABR Dynamic Funds

Accruit

Alliance 160

Alston & Bird

*Alternative Investment Exchange (AIX)

*Altidar by SK Research & Due Diligence

*Altigo

Applied Real Intelligence

Baker & McKenzie

Bridgeton Capital

Bryan Cave

Buttonwood Beyond

Buttonwood Due Diligence

CAIA Association

*CAIS

Cap Harbor

CDEC 1031 Exchange - Wintrust Bank

CI Private Wealth

*Cliffwater

*CNB Custody

CPA Solutions

Coastal Capital Markets

Cobalt Capital

Commercial Realty of Georgia

CommonGood Capital

*Computershare

Connect

Cox Capital Partners

Desert Investment Management

*DLA Piper

DUNN Capital Management

*e2companies

Ellavoz Impact Capital

*Equity Advisor Solutions

*Exemplar Capital

Factright, LLC

Financial Services Institute

First Rate

First Trust Portfolios

Forum Partners

Gladstone Companies

GoldStar Trust Company

*Great Lakes Fund Solutions

Greystone

Grubb Properties

GuardianRIA

HillStaffer

iCapital

Independent Broker Dealer Consortium

Iowa Insurance Division

IPA - Institute for Portfolio Alternatives

*IPIPELINE

JCC Advisors

*JTC Americas

*Kaplan Voekler Cunningham & Frank

Kessler Collins

Kutak Rock

Laganza Capital

*LeadingResponse

Lighthouse Life Capital

Lonsdale Investment Technology

MacDonald Family of Companies

Mainsail Asset Management

Marshall Dennehey

MGL Consulting

*Mick Law PC, LLO

Miterko & Associates, LLC

Moran Reeves Conn

Morris Manning & Martin

*Nelson Mullins

*Nuview Trust

*Orchard Securities

*Patrick Capital Markets

Peak 7 Holdings

Peak Capital Solutions

*Phoenix American Financial Services

Polsinelli

*Preferred Capital Securities

PREP Property Group

Ray Simmons Corp.

*Real Assets Adviser

*Realized

Realto

Reliant Real Estate Management

Robert A. Stanger & Co.

*Securities Transfer Corporation

Sequence Financial Specialists

Seyfarth Shaw LLP

*Skyway Capital Markets, LLC

Spotlight Marketing Communications

*STRATA Trust Company

Suma Soft Private Limited

Synergistic Exchange Solutions

*The Bowman Law Firm

*The Entrust Group

*TNDDA

*UMB Bank, Institutional Banking

Utah Valley University

*VENTURE.co

*Whiteford, Taylor & Preston

Williams Business Law

Williams Mullen

*Yrefy

Associates

*Broker-Dealers, RIAs, Registered Reps, Family Offices

1031 Financial

1776 Wealth LLC

AAG Capital, Inc.

Accretive Wealth Management

Advanced Investments

Advisor Group

Aegis Capital Corp.

Affinity Real Capital

AGES Financial Services

AIRE Advisors

Alameda Financial Group

Alan B Lancz & Associates

Alexander Capital

Alliance Global Partners

Alpha Investing

Alta Financial Group

Alternativ Wealth

American Trust Investment Services

American Trust Investment Services, Inc.

Ameritas Investment Corp.

Anchor Financial Group

AOG Wealth Management

Arete Wealth Management

Arkadios Capital

Aspen Capital Management LLC

Asset Preservation Strategies

Asset Strategy Advisors, LLC

Aurora Securities

Ausdal Financial Partners, Inc.

Avantax Investment Services

Avantax Wealth Management

Bangerter Financial Services

BD4RIA, Inc.

Beacon Hill Investment Advisory

Belpointe Asset Management LLC.

Benchmark Investments, Inc

Berthel Fisher & Co.

Blue Summit Financial Group

Bren Ventures

Brookstone Capital Management

BSG&L Financial Services LLC

Cabin Securities

Cabot Lodge Securities

Calton & Associates Inc

Cambridge Investment Research, Inc.

Cape Securities Inc

Capital Asset Advisors LLC.

Capital Growth, Inc

Capital Innovations, LLC

Capital Management Analytics

Capulent, LLC

Catalyst Wealth Management

Catapult Investment Management, L.L.C.

Center Street Securities, Inc.

Cetera Financial Group

Cetera Financial Specialists LLC

CFG Wealth

Claraphi Advisory Network

Clear Direction Investments LLC

Clear Stream Advisors

Coastal Equities, Inc.

Colorado Financial Service Corporation

Commerce Street Investments

Concorde Asset Management, LLC

Concorde Investment Services

Corcapa 1031 Advisors

Cornerstone

Cornerstone Real Estate Investment Services

CORPORATE INVESTMENTS GROUP, INC.

Crawford 1031 Advisors

Crescent Securities Group Inc

Crosspoint Financial, LLC

Crown Capital Securities

D.H. Hill Securities, LLLP

Da Vinci Global Consulting, LLC

DAI Securities, Inc

Dempsey Lord Smith

DFPG Investments, Inc.

Direct 1031 Exchange

Doceo Capital

Doceo Wealth

e3 Wealth

Ellevest

Elmcore Securities LLC

Emerson Equity

Empirical Wealth Management

Equifinancial LLC

Espinoza Private Wealth Manangement

Eureka Wealth Solutions

Everest Management Corp.

Exemplar Wealth Advisors, LLC

Financial Architects, Inc.

First Florida Securities Inc

FMN Capital Corporation

FNEX

FNEX Capital, LLC

Fortitude Investment Group

Fortress Wealth Group

FourStar Wealth Advisors, LLC

Frontier Wealth Strategies

GCB Private Wealth

Global View Capital Management, LTD

Golden State

GRAnderson Wealth Management Group, Inc.

Great Point Capital

Halliday Financial Group

Harbour Investments Inc

Harris Investment Advisors

Hartfield Financial & Insurance Services, Inc.

HBKS Wealth Advisors

Hedged Private Wealth

Herr Capital Management, LLC

Highlander Wealth Services, LLC

Horev and Associates

Hutchinson Family Offices

IBN Financial Services, Inc.

IDB Capital Corp

IHT Wealth Management

Independent Financial Group

Infinity Financial Services

Innovation Partners

Innovative Advisory Group, LLC

Institutional Securities Corporation

Integrity Wealth Advisors

International Assets Advisory, LLC

Investment Planners, Inc.

ISC Group

JASTAR

John-Luke Financial

JRL Capital Advisors

JRL Capital Corporation

JRW Investments Inc

Kalos Financial

Kay Properties and Investments LLC

KCD Financial, Inc.

Kingswood Capital Partners

Kingswood U.S.

Kovar Wealth Management

Kuhn Wealth Management Inc.

Landolt Securities Inc

Lazari Capital Management Inc.

LeBlanc Financial Alliance

Legacy Investment Real Estate

Legacy Wealth Management

Life Strategies Advisors

LifeMark Securities Corp

Lighthouse Securities

LightPath Capital, Inc.

Lion Street Financial

Lionchase North America

Lovell Wealth Management

LPL Financial

M Holdings Securities Inc

Madison Avenue Securities

Madrona Financial

martin tax and financial

Metric Financial Inc.

MHL Investments

Moloney Securities Asset Management LLC

Money Concepts Capital Corp.

MSF Capital Advisors LLC

MULTIPLE FINANCIAL SERVICES

New Frontier Financial Advisory, LLC

Next Financial Group, Inc.

Ni Advisors, Inc.

Nobles & Richards

Northsight Wealth Management

Nova Capital Solutions, LLC

Oak Tree Securities Inc

Patrick Capital Markets

Paul M. Wendee & Associates, LLC

Pegg Capital

Personal Wealth Mangement

Pi Wealth Plan LLC

Pinnacle Capital Securities, LLC

Pinnacle Equity Management, LLC

Prospera Financial Services

Purshe Kaplan Sterling Investments

RCX Capital

Redmount Capital Partners, LLC

Reshape Wealth

Revolution Capital

Revolution Group

Ridgegate Financial

Rudwall Wealth Management

RUDWALL WEALTH MANAGEMENT LLC

San Marino Investment Services

Sanctuary Securities, Inc.

Sanctuary Wealth Management LLC

Saxony Securities Inc

Season Investments

SECURITIES AMERICA, INC.

Sentinel Financial Group

Sequent Real Estate & Wealth Management

ShareNett Securities

SignatureFD LLC

Silicon Valley Wealth Management Solutions

Silverhawk Asset Management, LLC

Simons Financial Network

SkyOak Capital Inc

Sourcenet Investment Services LLC

South Coast Wealth Mgt

Southern CA Wealth Management Associates LLC

Stax Capital

Steven Yeh & Associates

Stone River Capital LLC

Strategic Blueprint

Strategic Wealth Planning

Tate Asset Management

TCFG Wealth Management

The Broughton Investment Group

The Family Wealth Consultants, Inc

The Strategic Financial Alliance, Inc.

Titan Securities

Tradesk Securities

Trustmont Financial Group, Inc.

Uplifting Capital Inc

US CAPITAL GLOBAL

Vestech Securities

Vistia Capital

WE Alliance Wealth Advisors, Inc.

WealthForge Securities

West Peak Investments

Western International Securities, Inc.

Whitehall-Parker Securities, Inc.

Xanadu Capital, LLC

Zermatt Securities

Sponsor

Access Capital Group

AEI Capital Corporation

AOG Funds

*Apollo Global Management

ARCTRUST

Ashford Inc.

Axxes Capital

*Baker Tilly

Barrow Shaver Resources

*BDP Holdings

*Belpointe

*Bluerock Real Estate

*Bourne Financial Group

Bridgeton Capital

Brookfield Oaktree Wealth Solutions

*Burlington Capital

*CAI Investments

*Caliber Companies

*Cantor Fitzgerald

*Capital Square 1031

*Carter Funds

Connect CRE

*Core Pacific Advisors

*Cottonwood

*Cove Capital Investments

*Croatan Investments

Donovan Ventures

Eagle Point Credit Management

EcoVest Capital

ERP

*ExchangeRight Real Estate

FG Communities

*Flatirons Asset Management

Four Springs Capital

Four Springs TEN31Xchange

GK Real Estate

*Great Oak Funding

Griffin Capital Company, LLC

Hall Structured Finance

*Hamilton Point Investments

Hamilton Zanze & Company

*Hartman

*Hines Securities

IDEAL Capital Group

*InCommercial

*Inland Private Capital Corporation

*Inland Real Estate Investment Corporation

*Inspired Healthcare Capital

InvestX Capital

JB Capital Management

*Juniper Square

*Kingsbarn

*KNPRE 1031

Legacy Capital Partners

*Legendary Capital

Lighthouse Life Capital

*Livingston Street Capital

LRT Company

MacKenzie Capital Management

Makaan Investment Group

*Manufactured Housing Properties

*MCI Megatel Capital Investment

MDS Energy Development

Mercer Street Partners

*Meridian Bridge Income Fund

*Mewbourne Oil Company

*Montego Minerals

*Moody National Companies

*NAI Legacy

Net Lease Capital Advisors

*NexPoint

Noble Royalties

*Novu Residential Group

Overmoon

*Parsonex Capital Partners

*Passco Companies LLC

*Peachtree Hotel Group

RealSource

*Red Oak

*Resource Royalty

Riaz Capital

*RK Properties

*S.T.L. Resources

*Sandy Bay Partners

Sealy & Company

Seedbrite Ventures

*Shopoff Realty Investments

Silverado Interests

SkyBridge Capital

*SmartStop Self Storage REIT

*Southwestern Asset Management

*Sovereign Partners

*Starboard Realty Advisors

*StratCap

Taylor Street

*Terra Development

*Texakoma Resources

*Texas Standard Energy

*The True Life Companies

The ProActive Realty Income Fund

*Time Equities

Tri-Land Properties

*Trilogy Real Estate Group

*Triton Pacific Securities

Trueline Capital

Ultimus Fund Solutions

Urban Catalyst

*U.S. Energy Development Corporation

Velocis Exchange

*Versity Invest

VINT

*Walton International Group

Waveland Energy

*Webb Creek Management Group

Please note: There are several "companies" who are attempting to sell ADISA 2022 Annual Conference & Trade Show attendee lists, as well as past ADISA Conference attendee lists. These companies are strictly scams; ADISA only permits Diamond & Platinum exhibitors access to the full attendee lists.