2026 ADISA Due Diligence Featuring TNDDA

Why Go?

Two of the industry's leading due diligence events will come together this summer to offer a single comprehensive program!

Event Highlights:

Sponsor Presentations: Gain insights directly from top sponsors in the industry.
Unmatched Capital Market Access: Connect with key players and decision-makers.
Elite Due Diligence Insights: Discover the latest tools, trends and techniques.
Stay Ahead of the Curve: Navigate compliance and market shifts with confidence.
Educational Programming: Stay updated with the latest alts education.
Powerful Networking: Connect with more than 200 industry professionals.
Closed-Door Sessions: Candid peer-to-peer discussions between Broker-Dealers/RIAs and Due Diligence Officers.

Hotel Information

All ADISA Due Diligence Featuring TNDDA events will take place at:

Fairmont Washington D.C. Georgetown
2401 M Street, NW
Washington, D.C. 20037

Sponsors & Affiliates: Reserve your room via this LINK. Be sure to book by Monday, June 1, 2026, to ensure the $359 room 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 use only the link provided in our reservation system to book your room. Please contact us with any questions.

Schedule

ADISA Due Diligence Featuring TNDDA will start roughly at noon on Wednesday, June 24, and end at noon on Friday, June 26.

Wednesday, June 24

1:00 PM - 2:00 PM

"Shop Talk"

Informal Broker-Dealer & RIA Roundtable

2:00 PM - 2:15 PM

Welcome Remarks

2:15 PM - 3:45 PM

TNDDA Affiliate & Sponsor Presentations

3:45 PM - 4:30 PM

Closed-Door Broker-Dealer/RIA Session

4:30 PM - 5:15 PM

ADISA Educational Session 1

5:15 PM - 6:30 PM

Cocktail Reception & Exhibits
Thursday, June 25

8:00 AM - 9:00 AM

Breakfast & Exhibits

9:45 AM - 10:30 AM

ADISA Educational Session 2

10:30 AM - 10:45 AM

Networking Break

10:45 AM - 11:45 AM

TNDDA Sponsor Presentations

11:45 AM - 12:15 PM

Closed-Door Broker-Dealer/RIA Session

12:15 PM - 1:30 PM

Lunch & Exhibits

1:30 PM - 2:15 PM

ADISA Educational Session 3

2:15 PM - 3:00 PM

ADISA Educational Session 4

3:00 PM - 3:30 PM

Ice Cream Break

3:30 PM - 4:15 PM

TNDDA Sponsor Presentations

4:15 PM - 4:45 PM

Closed-Door Broker-Dealer/RIA Session

4:45 PM - 5:30 PM

ADISA Educational Session
Friday, June 26

8:00 AM - 9:00 AM

Breakfast & Exhibits

9:00 AM - 9:45 AM

TNDDA Sponsor Presentations

9:45 AM - 10:15 AM

Closed-Door Broker-Dealer/RIA Session

10:15 AM - 11:00 AM

ADISA Educational Session

11:00 AM - 11:45 AM

ADISA Educational Session

Attending Firms

*As of 4/10/2026

Associates

Alexander Capital
Alternative Investment Advisors
Arete Wealth Management
Arkadios Capital
Bonfire Financial
Cabot Lodge Securities
Concorde Asset Management
Concorde Investment Services
Ellevest
Equifinancial
Ferguson Shapiro
FourStar Wealth Advisors
Great Point Capital
Innovative Advisory Group
IronOak Wealth
Legacy Wealth Management
MHL Investments
Money Concepts Capital Corp.
Nashional Investments/Jefferson Nash
Nobles & Richards
Nova Capital Solutions
Ollie Grant Private Wealth
Osaic
Realta Equities
Revere Securities
Southern CA Wealth Mgmt Assoc.
The Institute for Wealth
The Merchants Financial Group

Affiliates

CNB Custody
FactRight
Great Lakes Fund Solutions
Hana Solutions
Mick Law
Skyway Capital Markets
The Bowman Law Firm
Trusted Edge Advisory
VENTURE.co
Williams Mullen