ADISA, a trade association representing the alternative and direct investment industry, announced that best-selling author Dr. Kerry Johnson will be the keynote speaker at its 2019 Spring Conference held on April 1-3 at the Marriott San Antonio Rivercenter in San Antonio, Texas.
Johnson is an international speaker and author of nine books, including Sales Magic, Mastering the Game, and Peak Performance: How to Increase Your Business by 80% in 8 Weeks, and his newest book, New Mindset, New Results.
In addition, Karen Morris, senior vice president and general counsel of USAA’s Property & Casualty Group, will speak at ADISA’s women’s initiative forum reception and lunch during the conference.
USAA’s Property and Casualty Group offers property and casualty insurance products to members of the military and their families. As general counsel, Morris serves as the group’s chief lawyer and is responsible for providing legal counsel and guidance to the group’s president and his staff. She also leads the P&C counsel team, which is responsible for providing counsel on all matters affecting the group’s business, from product conception through delivery and fulfillment. Morris is a board member of the National Association of Women Lawyers.
The three-day networking and educational event is designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments and will be attended by broker-dealers, registered investment advisors, family offices, due diligence professionals, compliance offices, product sponsors, industry affiliates and more.
The conference will include 25 educational sessions surrounding industry topics and non-traded products, including opportunity zone funds, that will be accessible to attendees.
ADISA bills itself as the nation’s largest trade association representing the non-traded alternative investment space. Its 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 as well as oil and gas interests, equipment leasing programs, or other alternative and direct investment offerings.
The association was founded in 2003 and has approximately 4,500 members, 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 1 million investors.