Tag: ADISA
ADISA Video: Applying Senior Secured Loans (CLOs) to Portfolios
“For junior CLO securities, we usually see an 8% to 10% annualized distribution yield rate with these funds,” Joseph Roth, head of distribution for...
ADISA Video: Vacation Homes are Now Institutional
In strong housing markets and weak housing markets, Overmoon’s chief executive officer Joe Fraiman says vacation homes consistently do well.
In an interview with ADISA...
ADISA Video: Why Allocating to Alts is a Growing Trend
After being limited to high-net-worth investors for decades, the alternative investment space has been on the rise in the last few years.
“Just the word...
ADISA Video: Using Alternatives in Up and Down Markets
Hundreds of sponsors. Hundreds of offerings. Hundreds of portfolios that weigh heavily on equities but rarely utilize alternative investments.
https://youtu.be/xhDBbWUjxXE
“They should absolutely be repositioning,” Rick...
ADISA Announces 2023 Officers
At its first board meeting of the year, the new Alternative & Direct Investment Securities Association board, elected by the membership in late 2022,...
Top Ten Reasons New Sponsors Fail
By: Jan Ryan, JCC Capital Markets
The direct participation program industry can be extremely lucrative, but a high percentage of new sponsors fail. Even sponsors...
ADISA Video: Compliant Use of Alternative Investments
The DI Wire’s publisher, Damon Elder, interviewed Mike Kell, senior vice president at iCapital, to discuss the compliant use of alternative investments. Kell begins...
ADISA Video: The New 1031 Best Practices
The DI Wire’s publisher, Damon Elder, interviewed Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets., to discuss the Alternative...
Industry Trade Groups Submit Comment Letters Criticizing DOL’s Proposed Independent Contractor...
The Alternative and Direct Investment Securities Association and the Financial Services Institute submitted comment letters on the U.S. Department of Labor’s proposed independent contractor...
ADISA Video: Implementing 506(c) Offerings in a Historically 506(b) World
The DI Wire’s publisher, Damon Elder, interviewed Darryl Steinhause, a partner with DLA Piper, to discuss the emergence of 506(c) private placement offerings and...
ADISA Executive Director Announces Retirement
John Harrison, the long-time leader of the Alternative & Direct Investment Securities Association, announced last Friday in a letter to ADISA members that he...
ADISA Video: Real Estate Investing in a Turbulent Economy
The DI Wire’s publisher, Damon Elder, interviewed Daniel Oschin, Shopoff Realty Investments’ chief strategy officer, to discuss real estate investing in the currently turbulent...
Webinar Video: DST Best Practices for 1031 Exchanges
With Delaware statutory trusts for 1031 exchanges attracting record levels of investor equity inflows (estimated to exceed $10 billion in 2022), dozens of new...
ADISA Publishes Best Practices for DST 1031 Exchanges
The Alternative and Direct Investment Securities Association has published A Guide to DST 1031 Best Practices (2022), a manual designed to highlight certain best...
ADISA Video: Investing in Real Estate Through all Market Cycles
With the increase in inflation, stagflation and rising interest rates, real estate is in the midst of various market dynamics that impact the industry...
ADISA Announces 2023 Board of Directors
The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative investment space, announced election results for its 2023 board of...
ADISA Names 2022 Winners of its ACE, Distinguished Service and President’s...
The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative investment space, announced the 2022 winners of its A Champion...
ADISA Executive Director Previews Association’s Annual Conference
The DI Wire had a chance to sit down with John Harrison, executive director of the Alternative and Direct Investment Securities Association, ahead of...
Webinar: Alts Industry Mid-Year Update & 2022 Forecast
https://youtu.be/cCED0O2MI6A
Webinar Transcript
Damon Elder 00:00
Good afternoon and thank you for joining The DI Wire and the ADISA's Alts Industry Update Webinar. I'm Damon Elder, the...
Bourne Financial Group Announces Changes to Capital Markets Team
Bourne Financial Group LLC, a sponsor of alternative investment offerings, has announced several changes to its capital markets team.
Jade Miller has been appointed president,...
