Home ADISA's 2016 Annual Conference & Trade Show

    ADISA’s 2016 Annual Conference & Trade Show


    Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments.

    Several educational sessions will be available, many of which qualify for Continuing Education credit.

    Attendees will also have the opportunity to meet face-to-face with nearly 1,000 leading industry professionals and visit with nearly 80 event exhibitors.

    Session tracks will include:

    New Alternative Products

    Different and New product introduction in general, best ways to get to know them

    Life Settlement

    Interval Funds

    Private Equity

    Energy and Tax Driven Products



    Other such as AUM/Deferred Sales Trust

    BDCs and REITs

    Where are they now?

    Examination of REIT stock and recent developments

    1031 Products

    Where are we today and how to try to avoid past issues

    Suitability and risks for any investor, particular investors, and especially seniors

    DOL Update

    Legal perspective from an ERISA attorney

    Practical compliance

    Navigating BIC exemption

    Marketing and Sales of Alts

    Dos and don’ts discussion with sponsors from panel of DD officer, third party DD, MBD

    Sponsor feedback for broker dealers, Reps, RIAs related to selling agreements, due diligence, etc.

    Suitability how does it differ between private and public offerings

    Trends in Offering Documents and Disclosures

    Tension between confidentiality regarding sponsor information and disclosure in the sales process

    Trends related to risk disclosures in offering documents

    Updates on Reg A and Crowdfunding

    Current status

    Crystal ball perspective

    Advisor and BD Focus

    BD and Advisor oversight related to compliance

    Practical aspects of education related to product, sponsor, and clients