Why Go?

Why Go?

The National Due Diligence Alliance, also known as TNDDA, was founded in 2003 as a non-profit (IRS 501c6) trade association to provide a premier forum for independent broker-dealers, advisors and family offices and alternative investment product and service sponsors, law firms and research analysts to facilitate the due diligence process for the benefit of the investing public.

Hotel Information

Hotel Information

All TNDDA February 2025 events will take place at:

Ritz-Carlton Orlando, Grande Lakes
4012 Central Florida Parkway
Orlando, FL 32837

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

Draft Agenda

Draft Agenda

  • Sunday, February 23
    2:00 PM - 3:00 PM
    "Shop Talk"
    Informal Broker-Dealer, RIA, Family Office round table
    3:00 PM - 3:30 PM
    TNDDA Introduction and Legislative & Regulatory Session
    3:30 PM - 5:50 PM
    General Sessions: Sponsor Presentations

    3:30-3:35 pm       Inspira Financial

    3:35-3:40 pm       Great Lakes Fund Solutions

    3:40-3:45 pm       Vistra USA

    3:45-4:10 pm       MDS Energy Development

    4:10-4:35 pm       RealSource Properties

    4:35-5:00 pm       VENU Holding Company

    5:00-5:25 pm       Net Lease Capital

    5:25-5:50 pm       Four Springs TEN31XCHANGE

    5:50 PM - 6:30 PM
    Closed Broker-Dealer, RIA, Family Office Session
    6:30 PM - 7:30 PM
    Sponsor Exhibits & Cocktail Reception
  • Monday, February 24
    7:00 AM - 8:00 AM
    Breakfast & Networking
    8:00 AM - 9:40 AM
    General Sessions: Sponsor Presentations

    8:00-8:25 am       Ancorato

    8:25-8:50 am       The Proactive Realty Income Fund

    8:50-9:15 am       BV Capital -- Bridgeview Real Estate

    9:15-9:40 am       AmeriCan Multifamily Alliance Group

    9:40 AM - 10:10 AM
    Sponsor Exhibits & Break
    10:10 AM - 11:00 AM
    General Sessions: Sponsor Presentations

    10:10-10:35 am     U.S. Energy Development Corporation

    10:35-11:00 am     Wildlife Partners

    11:00 AM - 12:00 PM
    Closed Broker-Dealer, RIA, Family Office Session
    12:00 PM - 1:15 PM
    Lunch & Networking
    1:15 PM - 2:55 PM
    General Sessions: Sponsor Presentations

    1:15-1:40 pm       WhiteHawk Energy

    1:40-2:05 pm       Honors Way Group

    2:05-2:30 pm       Texakoma

    2:30-2:55 pm       Worth Investment Group

    2:55 PM - 3:25 PM
    Sponsor Exhibits & Break
    3:25 PM - 4:15 PM
    General Sessions: Sponsor Presentations

    3:25-3:50 pm       Bonaventure

    3:50-4:15 pm       Stoic Equity Partners

    4:15 PM - 5:30 PM
    Sponsor Workshops

    Starboard Realty Advisors

    Mountain V Oil & Gas

    Olympus Property

    5:30 PM - 6:15 PM
    Closed Broker-Dealer, RIA, Family Office Session
    6:15 PM - 7:30 PM
    Sponsor Exhibits & Cocktail Reception

    Sponsored by:

  • Tuesday, February 25
    7:45 AM - 8:45 AM
    Breakfast & Networking
    8:45 AM - 9:35 AM
    General Sessions: Sponsor Presentations

    8:45-9:10 am       Ashford

    9:10-9:35 am       CAI Investments

    9:35 AM - 10:10 AM
    Closed Door Broker-Dealer, RIA, Family Office Session
    10:10 AM - 12:00 PM
    Sponsor Lightning Round

    10:10-10:15 am      U.S. Energy Development Corporation

    10:15-10:20 am      WhiteHawk Energy

    10:20-10:25 am      AmeriCan Multifamily Alliance Group

    10:25-10:30 am      MDS Energy Development

    10:30-10:35 am      RealSource Properties

    10:35-10:40 am      VENU Holding Company

    10:40-10:45 am      Net Lease Properties

    10:45-10:50 am      Four Spring TEN31XCHANGE

    10:50-10:55 am      Ancorato

    10:55-11:00 am      The Proactive Realty Income Fund

    11:00-11:05 am      BV Capital -- Bridgeview Real Estate

    11:05-11:10 am      Wildlife Partners

    11:10-11:15 am      Honors Way Group

    11:15-11:20 am      Texakoma

    11:20-11:25 am      Worth Investment Group

    11:25-11:30 am      Bonaventure

    11:30-11:35 am      Stoic Equity Partners

    11:35-11:40 am      Mountain V Oil & Gas

    11:40-11:45 am      Starboard Realty Advisors

    11:45-11:50 am      Olympus Property Group

    11:50-11:55 am      Ashford

    11:55 am-12:00 pm CAI Investments

Presenting Sponsors

Presenting Sponsors

Gold

Silver

 

 


 


Four_Springs

 

 


 Wildlife-Partners-jpeg-09.18.19

 

Bronze

 

 

 


 

 


 

 


 

Great_Lakes_logo_jpeg

 

 

 

 


 

 


 


 

 


 


 

 


 

Starboard - New Logo - 2.2018

 

 

 

 


 


    

 



Attending Firms

Attending Firms

As of 2/12/2025

Associates (Broker-Dealers, RIAs & Family Offices)

AIAC Group

American Trust Investment Services

Anchor Financial Group

Arete Wealth Management

Arkadios Capital

Aspen Capital Management LLC

Cabin Securities

Chauner Securities Inc

Coastal Equities, Inc.

Commerce Street Capital

Concorde Asset Management, LLC

Continental Nine Financial Management

Cooper Family Office

Crescent Securities Group

Dempsey Lord Smith, LLC

DFPG Investments, Inc.

Equifinancial LLC

Ferguson Shapiro

Financial Service Group

FourStar Wealth Advisors

Frontier Wealth Strategies

Golden Eagle Securities Inc.

Gotham Investors

GRAnderson Wealth Management Group, Inc.

Green Vista Capital

IBN Financial Services, Inc.

International Assets Advisory, LLC

IRL Financial

Irvine Advisors

JH Darbie & Co.

Kingswood US

Landolt Securities Inc

Legacy Wealth Management

Lionchase North America

Lion Street Financial, LLC

LPL Financial

Massey Financial Group

Metric Financial, LLC

MSF Capital Advisors LLC

New Frontier Wealth Management

Ni Advisors, Inc.

Nobles & Richards

Oak Tree Securities Inc.

Ollie Grant Private Wealth

Perinttra Capital

Purshe Kaplan Sterling Investments

RealtyMogul

Rudwall Wealth Management

Saxony Securities

The Strategic Financial Alliance

Synergy Private

The Merchants Financial Group, Ltd.,

Third Seven Capital

WMBC

Xanadu Capital, LLC

 

Third-Party Consultants, Due Diligence Firms, MBDs

Bowman Law Firm LLC
FactRight, LLC
Great Lakes Fund Solutions
Hana Solutions
Inspira Financial
Mick Law PC, LLO
Skyway Capital Markets, LLC
Vistra
WealthForge