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ADISA Reports Highlights from 2022 Spring Conference in Orlando

The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative and direct investment space, hosted nearly 600 industry professionals at its 2022 Spring Conference in Orlando, Florida earlier this month.

The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative investment space, hosted nearly 600 industry professionals at its 2022 Spring Conference in Orlando, Florida earlier this month.

Among the educational topics discussed at the event were tax advantaged investing, impact investing, Section 1031 exchanges, multifamily and single-family investing, and investment monitoring.

Conference co-chairs Katie Shook from Clir Capital and Jade Miller from Bourne Financial Group, along with the conference planning committee, created an agenda that highlighted several new topics and emerging products.

Attendance was comprised of approximately 35 percent independent broker-dealers, registered investment advisors, family office firms, registered representatives and financial advisors, and roughly 65 percent investment sponsors and affiliates.

“Our follow-up attendee survey indicated high marks in all metrics with an overall rating of 4.4 out of 5,” said John Harrison, ADISA’s executive director. “Additionally, John Grady’s cryptocurrency session along with the mock arbitration session with Deborah Froling scored highest of the breakout sessions.”

The conference kicked off with approximately 100 attendees at the Women’s & Next Generation Reception & Luncheon where Cari Coats, co-founder and managing partner of Accendo Leadership Advisory Group, gave a presentation on how to establish a leadership brand.

The first general session included an industry update with Mike Kell from iCapital, Kevin Gannon from Stanger Investment Banking, and Taylor Garrett from Mountain Dell Consulting.

Kell provided an overview of private placements, “including key metrics such as the $15.9 billion target raise in 2021, a 79 percent year-over-year increase, with 297 funds.”

Garrett provided insight on the 1031 exchange market, which raised $2.48 billion in equity year-to-date through March 15, 2022, and is expected to raise $10 billion-to-$12 billion by year-end 2022. Multifamily remains the most popular asset type for 1031 exchanges, according to Garrett.

Gannon covered record fundraising of $86 billion in alternatives in 2021, the new players and significant mergers and acquisitions, as well as updates on real estate investment trusts, business development companies and interval funds sectors.

Additional general session speakers included John Grady with ABR Dynamic Funds, who moderated a panel discussion on the latest legislative and regulatory updates with Joe Price of FINRA, Joseph Borg of the Alabama Securities Corporation, and Tom Rosenfeld of HillStaffer.

Additionally, Morgan Simon, registered investment advisor, author and podcast host, discussed the new economics of social change and how capital has “the power to inspire, innovate and bring change.”

Another speaker, Benn Steil from the Council on Foreign Relations, discussed the “likely investment fallout” from Russia’s invasion of Ukraine. Lastly, Michael Seiler from the College of William & Mary covered the effects of online buyers on investment property.

ADISA welcomed several university students arranged by diversity, equity and inclusion committee member David Wilson and a new relationship with INROADS, a non-profit organization that creates pathways to careers for ethnically diverse high school and college students across the country. This augments the current student outreach program with Utah Valley University.

The Alternative & Direct Investment Securities Association bills itself as the nation’s largest trade association representing the non‐traded alternative investment space. ADISA’s members are typically involved in non-traded real estate investment trusts, business development companies, master limited partnerships and private and public funds (LPs/LLCs), 1031 exchange programs (DSTs/TICs), energy and oil and gas interests, equipment leasing programs, or other alternative and direct investment offerings.

The association was founded in 2003 and has approximately 5,000 members who are key decision makers, representing more than 220,000 professionals throughout the nation – including sponsor members who have raised in excess of $200 billion in equity and serve more than one million investors.

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