Why Go?

Why Go?

For the financial industry professional working in retail alternative investments, ADISA's Spring Conference is the kick-off event of the year to showcase the new industry offerings and opportunities.

  • Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments
  • Several educational sessions will be offered, many of which qualify for continuing education credit
  • Attendees will also have the opportunity to meet face-to-face with leading industry professionals and visit with event exhibitors, who will showcase their offerings or services

Hotel Information

Hotel Information

All ADISA 2025 Spring Conference events will take place at:

The InterContinental Los Angeles Downtown
Wilshire Grand Center
900 Wilshire Blvd.
Los Angeles, CA 90017

SPONSORS & AFFILIATES: Book your room here. Book by Friday, March 7, 2025, to ensure the ADISA group rate.


BEWARE of hotel reservation scams: There are several hotel reservation "pirates" who somehow get prior years' meeting attendance lists and then approach past attendees to reserve their hotel rooms and in so doing 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 only use the link provided in our reservation system to book your room. Please contact us with any questions.

 

Educational Tracks

Educational Tracks

  • Real Estate
    Jake Heidkamp, FactRight

(5)    Current DST Issues
(14)  1031 Sector Updates
(15)  Data Centers

  • General Alternatives
    Brad Updike, Mick Law

(7)    Energy Panel
(11)   Private Credit
(13)   New Products

  • RIA-Focused
    Rajeev Kotyan, Innovative Advisory Group

(6)    RIA Peer-to-Peer
(12)   Implementation of Alts with RIAs
(17)   RIA Product Structure

  • Practice Management
    Kyle Kadish, IBN Financial Services

(1)   Fundamentals of Alts
(2)  Broker-Dealer Practice Management
(8)  Practice Management

  • Compliance & Operations
    Tom Voekler, Williams, Mullen

(4)    Ethics
(10)   Proper PPM Disclosure
(16)   Key Relationships: Sponsors

  • Technology & Marketing
    Greg Mausz, Skyway Capital Markets

(3)    Technology Hot Tips
(9)    Marketing
(18)   Artificial Intelligence

Draft Agenda

Agenda

*Draft as of 2/14/2025

  • Monday, March 31
    12:00 PM - 1:20 PM
    Women's & Next Generation Luncheon
    1:30 PM - 2:20 PM
    (1) Fundamentals of Alts
    (2) Broker-Dealer Practice Management
    (3) Technology Hot Tips
    2:30 PM - 3:20 PM
    (4) Ethics
    (5) Current DST Issues
    (6) RIA Peer-to-Peer
    3:30 PM - 4:20 PM
    (7) Cautious Optimism for the E&P Sector: Will 2025-2026 Finally be Breakout Years for Natural Gas Markets and Have Market Prices and Cost Inflation Finally Settled in the Oil Patch?

    In 2024, and despite the continuance of lingering headwinds in commercial real estate, the oil and natural gas sector of ADISA's sponsor group raised approximately $1.4 billion across multiple program strategies that included drilling, minerals and royalty rights acquisitions, non-operated working interests, and QOF structured programs. This sets the course for an interesting path for these sponsors in 2025-2026, as oil prices and drilling costs have begun to stabilize, where natural gas sponsors are positioning for significant growth in 2025-2029 with LNG exporting and data center growth. Come and hear from established upstream companies where oil/gas markets and opportunities have been recently, and more importantly, are likely to go in the future under a supportive POTUS and prospects for market success.

    Facilitator: Michelle Galeski, Rep Driven Results
    Participants: Jeffrey Slotterback, WhiteHawk Energy; Woody Soemantoro, MDS Energy Development; Shanna Keaveny, Texakoma

    Session coordinators: Brad Updike, Mick Law; Joanna Venetch; Hana Solutions

    (8) Practice Management
    (9) Marketing
    4:30 PM - 4:50 PM
    Welcome Session
    4:50 PM - 5:50 PM
    General Session I: Economic & Industry Update
    6:00 PM - 7:00 PM
    Welcome Cocktail Reception
  • Tuesday, April 1
    8:00 AM - 9:00 AM
    Breakfast
    9:00 AM - 9:55 AM
    General Session II: Legislative & Regulatory Update
    10:00 AM - 10:50 AM
    (10) Proper PPM Disclosure
    (11) Private Credit
    (12) Implementation of Alts within RIAs

    In this session, we will explore the strategic implementation of alternative investments within a Registered Investment Advisor (RIA) practice. We will cover the benefits and challenges of incorporating alternatives such as private equity, private credit, real estate, hedge funds, and infrastructure into client portfolios. Participants will gain insights into asset allocation strategies, due diligence best practices, technology and regulatory considerations. Additionally, we will discuss how to engage clients in understanding alternatives and managing their expectations. Whether you are new to alternatives or seeing to optimize their use, this session will provide valuable tools for success.

     

    11:00 AM - 11:50 AM
    (13) New Products
    (14) 1031 Sector Updates
    (15) Data Centers
    12:00 PM - 1:15 PM
    Lunch & Exhibition
    1:15 PM - 2:05 PM
    General Session III: Energy & Green Street
    2:10 PM - 3:00 PM
    (16) Key Relationships: Sponsors
    (17) RIA Product Structure
    (18) Artificial Intelligence
    3:00 PM - 4:00 PM
    Break & Exhibition
    4:10 PM - 5:15 PM
    General Session IV: Broker-Dealer C-Suite Panel
    5:15 PM - 6:30 PM
    Cocktail Reception
  • Wednesday, April 2
    7:30 AM - 9:00 AM
    Breakfast & Exhibition
    9:00 AM - 10:00 AM
    General Session V: This Time It's Different (Economist)
    10:10 AM - 11:10 AM
    General Session VI: Navigating Current Politics
    11:15 AM - 12:00 PM
    (19) RIA Council
    (20) Broker-Dealer Advisory Council
    (21) Technology Advisory Council

Exhibitors

Gold

 

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Inland Investments Logo_Color-091817 

 

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SHOPOFF Logo 4C w-tag RGB

 

 

Starboard - New Logo - 2.2018

 

 

 

 

 

Silver

Bluerock-091818 Equity Markets Group Moody-National-Companies (1)

 

Bronze

 

 

 

 

 

 

 

 

 

 

CNB logo HORIZ

 

 


 

 


 

 

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