ADISA 2022 Spring Conference – Where Businesses Grow and Deals Are Made
- Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments
- Several educational sessions will be offered, many of which qualify for Continuing Education credit
- Attendees will also have the opportunity to meet face-to-face with leading industry professionals and visit with event exhibitors, who will showcase their offerings or services
AGENDA-AT-A-GLANCE
Monday, April 4
12:00-1:30 pm
Women’s & Next Generation Reception & Luncheon
1:45-2:50 pm
(1) Fundamentals of Alternative Investments (Alts 101)
(2) Which Tax-Advantaged Strategy is Right for Your Client?
(3) The Digital Transformation of Alternative Investments: Are You Ready
3:00-4:00 pm
(4) Recruiting and Championing the Next Generation
(5) Energy Transition: Not a Zero-Sum Game
(6) Custodian Expectations by RIAs for Alternative Assets
4:30-5:00 pm
Conference Kick-Off
5:00-6:00 pm
General Session I: Industry Update
6:00-7:00 pm
Opening Cocktail Reception & Exhibition
Tuesday, April 5
8:00-9:00 am
Breakfast, Exhibition & Committee Meetings
9:00-9:50 am
General Session II: Legislative & Regulatory Updates
9:55-10:45 am
General Session III: New Economics of Social Change
10:50-11:40 am
(7) Preferred Stock: The True Liquid Alternative
(8) The Importance of Monitoring Performance: Warning Signs!
(9) The Evolution of the DST Market with the Proliferation of 721s
11:50 am-12:40 pm
(10) Inside a FINRA Arbitration (Live)
(11) The Question of Leadership & Culture of Finance in Today’s Environment
(12) New Products in the Pipeline
12:40-2:00 pm
Lunch, Exhibition & Committee Meetings
2:00-2:50 pm
(13) Working with Clients Who Want Cryptocurrency Exposure
(14) The Latest in Advertising and Common Foot Faults
(15) National Look at Multifamily and SFR Markets
3:00-3:50 pm
(16) Alts Due Diligence and Portfolio Construction for RIAs
(17) “Striking the Deal”
(18) Interval Funds and the Retail Investor
3:50-4:20 pm
Break & Exhibition
4:20-5:10 pm
(19) RIA Council
(20) Sponsor Roundtable
(21) Broker-Dealer Advisory Council
5:15-6:10 pm
General Session IV: Likely Investment Fallout from Current Crisis in Eastern Europe
6:15-7:15 pm
Cocktail Reception & Exhibition
Wednesday, April 6
7:30-9:00 am
Breakfast, Exhibition & Committee Meetings
9:00-10:00 am
General Session V: Latest Research: Real Estate and the Internet
10:10-11:00 am
(22) Insurance Challenges for IBDs/RIAs
(23) Multi-Alternative Assets Managers: Many Unique Strategies for the Demanding Advisor and Investor
11:10 am-12:00 pm
(24) Finding and Underwriting Quality in a Hot DST Market
(25) Best Practices for Alternatives (Alts 201)
Link for more information or to register for the event:
https://www.adisa.org/events/2022-spring-conference