Woodbridge Wealth Events

ADISA - 2016 Annual Conference

26 SEP 2016 - 28 SEP 2016

ADISA - 2016 Annual Conference
Event Name:

ADISA - 2016 Annual Conference

Event Location:

Las Vegas, NV

Event Date:

26 SEP 2016 - 28 SEP 2016

Presented By:

ADISA - Alternative & Direct Investment Securities Association

For all financial industry professionals who analyze, market, distribute or sell alternative investments, the ADISA - 2016 Annual Conference, will be held at the Cosmopolitan Hotel in Las Vegas, Nevada from September 26 through 28th 2016. This conference is being billed as the place "where businesses grow and deals are made". For industry professionals interested in being in the same location as top industry decision makers from over 125 Broker Dealer / RIA firms, this is the place to be. Joe Torre, Baseball Hall of Famer and former skipper of the New York Yankees and Los Angeles Dodgers, will be this year's keynote speaker.

Participants of this year's ADISA Conference will have the opportunity to network and meet leading industry professionals face-to-face. There will be nearly 80 exhibitors at this conference, including the leader of next-generation financial products, Woodbridge Wealth, who will be located at Booth 314.

To register for this conference, visit the registration page of the ADISA 2016 Annual Conference.


The educational session tracks at this conference, which qualify for Continuing Education credit, have been categorized by AVISA into 9 categories:
  • Energy and Tax Driven Products
  • New Alternative Products
  • Business Development Companies (BDCs) and Real Estate Investment Trusts (REITs)
  • 1031 Exchange products
  • Department of Labor (DOL) updates
  • Marketing and Sales of Alternative Investments
  • Documents and Disclosures - offering trends
  • Regulation A and Crowdfunding - updates
  • Advisor and Broker Dealers (BD) focus


Important session topics for each day of the ADISA conference include:

MONDAY - September 26th

  • Tax Rules - Energy vs Conservation Real Estate - This session will discuss tax consequences that are applicable to non-traded energy drilling and conservation-oriented real estate programs.
  • New ERISA Rules, from a Legal Perspective - Marcia Wagner, of the Wagner Law Group will outline the new Department of Labor (DOL) fiduciary rules and the impact on businesses.
  • The impact of Real Estate getting its own Sector - John Clark, associate professor of finance at the University of Missouri, will be presenting on the topic of holding Real Estate in your 401(k).
  • How to raise your first $20 million - This session is a key presentation for financial advisors, entrepreneurs, and broker-dealers, who are looking to initial a capital raise from the private, public, and capital markets.

TUESDAY - September 27th

  • Interval Funds - Chris Shaw, Operations Officer at DST Systems[ will be moderating a panel who will the next evolution of alternative investments and discussing advantages and risks associated with Interval Funds.
  • What every Financial Advisor needs to know about smart marketing and sales alternatives - For those advisors wanting to know how to explain the usage of alternative investments in a client's portfolio, this is a session that cannot be missed.
  • What is the status of Business Development Companies (BDCs) today? - Panelist of this session will address the present state of BDCs and the present their forecast future changes based on current trends.
  • The forecast for REIT offerings - Tyler Green, CFA and Director of Financial Due Diligence with The Bowman Law Firm, LLC, will moderate a panel of industry professionals who will be addressing how REIT's are adapting to regulatory changes.
  • Innovative New Products - What are new alternative investments and what type of investments are on the horizon, are the main topics of this session.
  • Regulation A+ - One year since the inception of Regulation A+, panelist will discuss their experience with A+ so far and their expert views of where it is headed.

WEDNESDAY - September 28th

  • Market and Economic Updates - Panelist will address alternative investments can play a key role for institutional and retail investors for the rest of 2016 and into 2017.

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