2026 ADISA Spring Conference

New This Spring Conference: Matchmaking!

Why Go?

ADISA's 2026 Spring Conference is a Must-Attend Event!

For the financial industry professional working in retail alternative investments, ADISA's Spring Conference will showcase the new industry offerings and opportunities. Crucial updates are presented for our members' businesses to remain compliant and safe.

Timely industry updates to help your business stay compliant, informed and prepared
Educational sessions -- many eligible for continuing education (CE) credit
Meet leading industry professionals and visit exhibitors showcasing offerings and services

What's New?

What's New This Year?

An Elevated Conference Experience Built for Today's Industry

Whether you're a seasoned alts professional or just entering the space, this year's Spring Conference is especially innovative, exciting and practical, with timely industry updates and hands-on content designed for professionals supporting retail alternative investments.

We're rolling out fresh formats, deeper discussions and hands-on engagement, including:

Alts 101 & Tech Fair (1:1 Experiences) — personalized education and discovery
Next-Gen in Alternatives — navigating a career in alts
Crypto in Retail Portfolios — practical education from RIAs/PMs
40 Act Fund Evolution — tender offer & interval funds
Real-World Tax Case Study — applied strategies in client scenarios
Opportunity Zone Update
AI for Retail & Venture Opportunities — how firms are actually using AI
Distressed Real Estate Market Debate — workouts and opportunities
Advanced Insurance Strategies — innovative solutions & structures
Credit Outlook: Are We in a Crisis? — candid credit market update

Hotel Information

All ADISA 2026 Spring Conference events will take place at:

Loews Arlington Hotel
888 Nolan Ryan Expressway
Arlington, Texas 76011

Sponsors & Affiliates: Book your room at the Loews Arlington here. Book by Friday, March 9, to ensure the group 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 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

*As of 1/15/2026

Download the Agenda

Monday, March 30

10:30 AM - 11:00 AM

New Attendee Coffee Meet-Up

11:15 AM - 12:05 PM

Round Tables with Sponsors, Broker-Dealers & RIAs

12:05 PM - 1:15 PM

Women's & Next Generation Luncheon

1:25 PM - 2:50 PM

Breakout: "Alternative Investments 101"

Matchmaking: One-on-One Meetings

2:50 PM - 3:20 PM

Networking Break

3:25 PM - 4:10 PM

ADISA Opening Remarks

4:10 PM - 4:50 PM

General Session: Alts Industry Updates

With Taylor Garrett, Mountain Dell Consulting, and Kevin Gannon, Robert A. Stanger & Co.

5:00 PM - 5:45 PM

General Session: Real Estate and Oil & Gas

5:45 PM - 7:00 PM

Opening Cocktail Reception
Tuesday, March 31

8:00 AM - 9:00 AM

Breakfast & Exhibits

9:05 AM - 9:55 AM

Breakout: "Careers in Alternatives"

Matchmaking: One-on-One Meetings

10:05 AM - 10:50 AM

General Session: Sports Investing

10:50 AM - 11:10 AM

Networking Break

11:15 AM - 12:00 PM

Breakout: "40 Act Fund Evolution"

Breakout: "Crypto -- RIA/PM Fund Manager"

Breakout: "Tax Case Study"

12:00 PM - 1:15 PM

Lunch & Exhibits

1:25 PM - 2:50 PM

Matchmaking: One-on-One Meetings

NEW! ADISA Tech Fair

2:50 PM - 3:10 PM

Networking Break

3:25 PM - 4:10 PM

Breakout: "AI for Retail Alts"

Breakout: "Distressed Real Estate Market Debate"

Breakout: "Opportunity Zone Update"

4:15 PM - 4:45 PM

General Session: Private Credit

4:50 PM - 5:40 PM

General Session: Hot Topic Debate

5:45 PM - 7:00 PM

Cocktail Reception & Exhibits
Wednesday, April 1

8:00 AM - 9:00 AM

Breakfast & Exhibits

9:05 AM - 9:50 AM

Breakout: "Advanced Strategies Around Insurance"

Breakout: "Is the Heyday Over? Are We in a Credit Crisis?"

10:00 AM - 10:50 AM

Keynote Speaker

10:50 AM - 11:10 AM

Networking Break

11:15 AM - 12:00 PM

Committee Meetings

*Exhibitors cannot breakdown booths until 11:15 am

Attending Firms

*As of 1/15/2026

Associates

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

Arete Wealth Management
Arkadios Capital
Augment Capital
Concorde Investment Services
Eagle Wealth Management Group
Emerson Equity
Ferguson Shapiro
FourStar Wealth Advisors
Golden Eagle Securities
Infinity Financial Services
Innovative Advisory Group
Legacy Wealth Management
Money Concept Capital Corp.
Nashional Investments
Osaic
Realta Equities
The Family Wealth Consultants