Why Go?

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 different investment products, programs and more
  • Continuing educations credits will be available
  • Conference attendance is balanced, representing all sponsors, service providers and funding sources
  • Ample networking time will be available

Hotel Information

Hotel Information

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: Book your room at The Cosmopolitan here. Book by Thursday, September 4, to ensure ADISA's room rate.


BEWARE of hotel reservation scams: There are several hotel reservation "pirates" who somehow get prior year 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 us with any questions.

Educational Tracks

Educational Tracks

  • Advisor 101
    Karlton Kleis, Arete Wealth Management
    Ann Moore, International Assets Advisory
  • DDO/Executive
    Thomas Voekler, Williams Mullen
  • Product
    Katie Shook, Eagle Point Credit Management

 

Agenda

Agenda

*DRAFT, as of 7/23/2025

  • Monday, September 29
    12:00 PM - 1:30 PM
    Women's & Next Generation Lunch
    1:45 PM - 2:00 PM
    Conference Welcome
    2:00 PM - 2:50 PM
    General Session I
    3:00 PM - 3:50 PM
    Breakout Sessions
    4:00 PM - 4:50 PM
    General Session II
    4:50 PM - 5:30 PM
    General Session III
    5:30 PM - 6:45 PM
    Welcome Cocktail Reception
  • Tuesday, September 30
    8:00 AM - 9:00 AM
    Breakfast & Exhibits
    9:00 AM - 9:50 AM
    General Session IV
    10:00 AM - 10:50 AM
    Breakout Sessions
    11:00 AM - 11:50 AM
    General Session V
    11:50 AM - 1:15 PM
    Lunch & Exhibits
    1:25 PM - 2:15 PM
    Breakout Sessions
    2:25 PM - 3:15 PM
    General Session VI
    3:15 PM - 3:45 PM
    Break & Exhibits
    3:45 PM - 4:45 PM
    General Session VII
    4:45 PM - 5:45 PM
    General Session VIII
    5:45 PM - 7:00 PM
    Cocktail Reception
  • Wednesday, October 1
    8:00 AM - 9:00 AM
    Breakfast & Exhibits
    9:00 AM - 9:50 AM
    General Session IX
    10:00 AM - 10:50 AM
    Breakout Sessions
    11:00 AM - 11:50 AM
    Breakout Sessions

Attending Firms

Attending Firms

As of 7/24/2025

* Indicates exhibiting companies


Please note: There are several "companies" who are attempting to sell ADISA 2025 Annual Conference 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.

 

Associates

Retail Broker-Dealers, RIA, Family Offices & Registered Reps

1031 DST Solutions

Accretive Wealth Management, LLC

AIAC Group

Alta Financial Group

Alternative Investment Advisors

Anchor Financial Group

Arete Wealth Management

Arkadios Capital

Aspen Capital Management LLC

Bernardo Asset Management

Blue Summit Wealth Management

BRIGHTSMITH Advisors

Cabin Securities, Inc.

Calton & Associates, Inc.

Capital Innovations, LLC

Capital Management Analytics

Capital Markets IQ, LLC

Catalyst Wealth Management Holdings

Cetera Wealth Services, LLC

CFG Wealth Management

Commonwealth Financial Network

Concorde Asset Management, LLC

Concorde Investment Services LLC

Cooper Family Office

DFPG Investments, LLC

Dwyer Financial LLC

Ellevest

Emerson Equity LLC

Equifinancial LLC

Farther Finance

Ferguson Shapiro

FourStar Wealth Advisors, LLC

GoWealth Management

GRAnderson Wealth Management Group

Great Point Capital LLC

Herbert J. Sims & Co, Inc.

IBN Financial Services, Inc.

IDB Capital Corp.

Innovative Advisory Group, LLC

International Assets Advisory, LLC

IPI Wealth Management

ISC Group

Karas Partners Inc.

Kingsview Wealth Management, LLC

Kingswood U.S.

Legacy Wealth Management, LLC

Madison Avenue Securities, LLC

MB Investments

Metric Financial

Moloney Securities Co., Inc.

Oak Lane Advisors

Oak Tree Securities Inc.

Osaic Wealth, Inc.

Realta Equities, Inc.

Redmount Capital Partners, LLC

TCFG Wealth Management

The Strategic Financial Alliance, Inc.

Third Seven Capital

Trustmont Financial Group, Inc.

Wealth House Advisory

Wychick Investment Advisors Inc.

 

Affiliates

Alliance 160 LLC

Alston & Bird

Baker & McKenzie LLP

*CNB Custody

*Computershare

*Directed Trust Company

*DLA Piper

EFOGI (Entrepreneurs Focused on Growth Inc)

Factright, LLC

*Great Lakes Fund Solutions

Hana Solutions

*Inspira Financial

Institutional 1031 Corp

LODAS Markets

Marketing Intent

*Mick Law

MW Law

Optimal AdvisorAI

*Preferred Capital Securities

Robert A. Stanger & Co., Inc.

*Securities Transfer Corporation

*SEI

*Skyway Capital Markets

*The Bowman Law Firm LLC

*UMB

*Vistra Fund Solutions

*Williams Mullen

 

Sponsors

*AEI Capital Corporation

*Ashford

*Baker Tilly

*Bluerock

*Bridgeview Real Estate

*Brookfield REIT

*CAI Investments

*Capital Square

*Carter Funds, LLC

*Cottonwood

*Cove Capital Investments

Eagle Point Credit Management

*ExchangeRight Real Estate

*Hines Private Wealth Solutions

*Inland Real Estate Corporation

*Leitbox Storage Portfolio Partners

*MCB Real Estate

*MCI Megatel Capital Investment

Medalist Diversified REIT

Mewbourne Oil Company

*Montego Minerals

*Moody National Companies

*Mountain V Oil & Gas

*Net Lease Capital

*NexPoint

*Olympus Property

*Oxford Funds

*Passco Companies LLC

*PeachTree

*Resource Royalty

*Shopoff Realty Investments

*SmartStop Self Storage REIT

*Southwestern Asset Management

*Starboard Realty Advisors LLC

*STRATA Trust Company

*StratCap

*Tarkenton Financial

*Time Equities

*Trilogy Real Estate Group

*U.S. Energy Development Corporation

 

Exhibitors

Exhibitors

Diamond

 
Equity Markets Group
 

 

Platinum


Bluerock-091818

 

 



Preferred-Cap-Securities-NEW-03.08.2021

 

Starboard - New Logo - 2.2018

 

 

Gold

 

 

 

 

 

 DLA_Piper_rgb 

 

Four_Springs

 

 

 

MCB Real Estate

 

 


 

MCI LOGO-New-082917-jpeg

 

 

Moody-National Companies

 

 

NexPoint Only Logo-Blue

 


 

 


 

 


 

SHOPOFF Logo 4C w-tag RGB

 

 


 

 

STRATA_2c_dark-jpeg-09.03.19

 


 

 


 

 

Silver

 

 

 

CNB logo HORIZ

 

 


 

 

Hines Red Logo NEW 06.18.19 jpg

 


 

 


 

 


 

 


      

 

Bronze


 


 

 


 

 


 




 
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MGL/SurgeONE
 

 
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Resource-Royalty-NEW-03.11.18

 

 

Securities-Transfer-Final

 

 


 

Tarkenton Financial

 

 

Bowman_72dpi

 

 

Time-Equities-NEW-091818

 

 

Trion Properties

 

 

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Sponsored Items

Sponsored Items

Lanyards

Pocket Agenda

Sovereign_Partners_092518

Coffee Cups

Strategic Partners

Strategic Partners

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