News & Advocacy
ADISA 2025 Spring Conference Photos, Presentations and More Now Available
SPECIAL ALERT
GET INVOLVED!
Interested in learning more about how you can influence public policy?
ADISA encourages members and other industry professionals to participate in advocacy.
To learn more, contact us at adisa@adisa.org or (317) 663-4180.
Thank you to all who made it an unforgettable conference!
The 2025 Spring Conference was a dynamic gathering of the movers and shakers of our industry. The room was filled with energy and opportunity as professionals came together to share insights, make connections and spark new ideas. Our conferences are more than just networking events — they’re a hub for collaboration, education and growth.
Conference presentations now available in ADISA’s member portal
Dr. Alessandra Wall Got Things Started at the Women’s + Next Gen Luncheon
An international speaker, author, and psychologist with over 20 years of experience, Dr. Alessandra Wall is founder and CEO of Noteworthy. She has coached top leaders to lead with authority and confidence. Her work has transformed the lives of hundreds of executive women and helped shape healthier, more effective workplaces from start-ups to Fortune 100 companies, and we certainly enjoyed everything she brought to the table at our luncheon. Thank you, Dr. Wall!

High-Impact Topics & Unmissable Sessions
What a year it was for education and collaboration. This year’s Spring Conference had a number of impactful sessions, including, but not limited to:
- Political Outlook, Featuring Special Guest Amy Walte
- General Session VI: Joe Moglia
- Economic & Industry Updates
- Legislative & Regulatory Updates
- Implementation of Alts within RIAs
- Key Relationships for New Sponsors
- Energy Updates
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And the Best Session Award From ADISA’s 2024 Annual Conference Goes to...
Every year at ADISA’s 2025 Spring Conference, we present the award for the best session from our annual conference, voted on by conference attendees. This year, “The Mechanics of UPREITing a 1031 Exchange” won best session at the 2024 Annual Conference & Trade Show! Congratulations to session coordinator Sydney Hockaday, Concorde Investment Services; moderator Mark Kosanke, Concorde Financial Group; and panelists Louis Rogers, Capital Square; Nati Kiferbaum, Inland Private Capital Corporation; Jay Frank, Cantor Fitzgerald; and Matt Fries, Cetera Financial Group.

Next up...
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7/24/2025
Event Recap: New Leadership & In-Depth Research & Due Diligence
Thank you to everyone who joined us for a powerful week of connection, education, and collaboration at TNDDA by ADISA and the ADISA Alts Research & Due Diligence Forum.
READ MORE -
7/22/2025
ADISA Member Alert: FinCEN Delays Investment Adviser AML Rule
The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) announced today that it will postpone implementation of the Investment Adviser Anti-Money Laundering (AML) Rule, originally set to take effect on January 1, 2026. The new effective date will be January 1, 2028.
READ MORE -
7/8/2025
ADISA Appoints Jade Miller as First CEO
In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization’s next chapter.
READ MORE