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Why Go?

Why Go?

For the first time, two of the industry's leading due diligence events are coming together 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. (See SCHEDULE.)
  • Powerful Networking: Connect with more than 200 industry professionals.

Hotel Information

Hotel Information

All TNDDA and ADISA Alts Research & Due Diligence Forum events will take place at:

Loews Philadelphia Hotel
1200 Market Street
Philadelphia, PA 19107

SPONSORS & AFFILIATES: Book your room here. Book by Monday, June 16, to ensure the room rate of $189.

Schedule

Schedule

TNDDA by ADISA will begin Sunday, July 13, at 3 pm and conclude Monday, July 14, after the closing cocktail reception.

ADISA Alts Research & Due Diligence Forum will begin Tuesday, July 15, with breakfast and will conclude on Wednesday, July 16, at noon.

 

Alts Research & Due Diligence Forum Schedule

  • Tuesday, July 15
    7:45 AM - 8:30 AM
    Breakfast & Exhibition
    8:30 AM - 8:45 AM
    Welcome & Introduction
    8:50 AM - 9:50 AM
    Legislative & Regulatory Update: What's Happening on the Regulatory Front

    We'll kick-off the conference with a discussion led by our L&R Committee regarding newer developments affecting the alternative investment sector.

    Speakers: Catherine Bowman, The Bowman Law Firm; Deborah Froling, Kutak Rock; John Grady, ABR Dynamic Funds

    9:50 AM - 10:20 AM
    Break & Exhibition
    10:20 AM - 11:20 AM
    Fundamentals of Tax Advantaged Programs: IRC 721/1031, Oil & Gas, and QOFs

    This session is intended to educate attendees about alternative products with compelling taxation features such as IRC 721/1031 products, oil & gas programs and qualified opportunity zones. Discussion will address program structure as well as common features and benefits, underwriting, tax consequences, and due diligence considerations.

    Moderator: David Sengstock, Mick Law
    Participants: Dave Laga, DFPG Investments; Mark Kosanke, Concorde Investment Services

    11:30 AM - 12:30 PM
    RIA Focused Session: Using Alts in an RIA Advisory Practice

    This session will be directed at our RIAs and will include a discussion on how RIAs can use alts within their practices to enhance the overall client experience.

    Session owners: Rajeev Kotyan, Innovative Advisory Group; Rizwan Ibrahim, Accretive Wealth

    12:30 PM - 2:00 PM
    Lunch & Exhibition
    2:00 PM - 3:00 PM
    Alts Marketing 201: Rule 2210 and Reg D Best Practices

    This session is intended to cover many important facets of alts marketing compliance including a discussion regarding the proper use of Reg D and the FINRA Rule 2210 content standards. 

    Speakers: John Grady, ABR Dynamic Funds; Darryl Steinhause, DLA Piper; Thomas Voekler, Williams Mullen

    3:00 PM - 3:30 PM
    Break & Exhibition
    3:30 PM - 4:45 PM
    Technology/FINTECH/Artificial Intelligence

    How to incorporate AI into your systems and processes.

    Session owner: Aaron Pollak, VENTURE.co Holdings

    5:00 PM - 6:30 PM
    Cocktail Reception & Exhibition
  • Wednesday, July 16
    7:30 AM - 8:30 AM
    Breakfast & Exhibition
    8:30 AM - 9:20 AM
    Trending Products: Interval Funds and Tender Offer Funds

    This will be a trending product discussion -- structure, fees, asset management, investor rights and transparency, liquidity considerations, and due diligence.

    Moderator: Jake Heidkamp, FactRight
    Participants: Jon Trump, Avantax Investment Services

    9:30 AM - 10:20 AM
    Real Estate and Oil & Gas: Effects of the Trump Reset on Returns

    This session will include two 30-minute lectures from experts in both oil and gas and commercial real estate about current market developments affecting these asset classes. Discussions will include the Trump Administration's reset plan and its effects, the latest on the credit markets involving these assets, and how the developments are shaping the current investing environment.

    Participants: DJ Van Keuren, Family Office Real Estate Institute; Dan Steffens, Energy Prospectus Group

    10:20 AM - 11:10 AM
    Ask the Analysts: A Closer Look at the Use of Third-Party Due Diligence

    This session is designed to explain the role of third-party due diligence within the alts product screening and approval/rejection process. Includes discussion on how third parties are using Reg BI and other analytics and resources to help their clients manage risk when evaluating various types of alternative investment products and structures.

    Session owner: Joanna Venetch, Hana Solutions

    11:15 AM - 12:05 PM
    Creating an Investment Program

Attending Firms

Attending Firms

*As of 6/3/2025

Accretive Wealth Management, LLC

Alcove Ridge

Alliance Global Partners

American Trust Investment Services

Arete Wealth Management

Arkadios Capital

Aspen Capital Management LLC

Avantax Wealth Management

Cambridge Investment Research, Inc.

Capital Innovations, LLC

Concorde Asset Management, LLC

Concorde Investment Services

Continental Nine Financial Management

Cooper Family Office

Corporate Investments Group

Crescent Securities Group

DFPG Investments, LLC

Ellevest

Elliott Capital Management

Emerson Equity LLC

Entoro Securities, LLC

Epogee

Equifinancial LLC

Ferguson Shapiro

FourStar Wealth Advisors

Global Wealth Management

Golden Eagle Securities Inc.

GrowStrong Wealth Strategies

Harris Investment Advisors

Hartfield Financial & Insurance Services

Hughes Wealth Management

IBN Financial Services, Inc.

Innovative Advisory Group, LLC

International Assets Advisory, LLC

Legacy Wealth Management

Lovell Wealth Management

Magnolia Private Wealth, LLC

Metric Financial, LLC

Mill Creek Capital Advisors

Moloney Securities Co., Inc.

MSF Capital Advisors LLC

Ni Advisors, Inc.

Nova Capital Solutions, LLC

Oak Tree Securities Inc.

Osaic

Realized Financial, Inc

Rudwall Wealth Management

Sharif Family Offices

Simons Financial Network

Spire Investment Partners LLC

Synergy Private

The Family Wealth Consultants, Inc

The Institute for Wealth

The Merchants Financial Group

The Strategic Financial Alliance

Vestech Securities

Xanadu Capital, LLC

 

TNDDA Presenting Sponsors

TNDDA Presenting Sponsors

*As of 5/28/2025

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Silver


Bronze

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ADISA Exhibitors

ADISA Exhibitors

Gold


Silver


Bronze

   
       

 

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