ADISA

ADISA’s 2025 Board of Directors Election is Open! The 2025 ADISA Board of Directors election is open and will close on Wednesday, November 27, at midnight PT. The election is managed on a neutral third party’s secured website, and the ballot will come from an email address outside of ADISA's domain: [email protected]. To ensure the widest and fairest range of voters, no single organization is regularly entitled to more than three votes. Thus, if you are in a large company, your company may be well represented even though you personally may not receive an individual ballot unless you are one of the three voting members we have listed on file. If you have any questions regarding the Board of Directors election or who your voting members are, please contact ADISA's Director of Marketing & Communications Jennifer Fitzgerald, [email protected].

Tune in and hear ADISA's John Harrison, DBA discuss our record membership, new alliance with #TNDDA, and more?with?Real Assets Advisor editor Mike Consol at the #ADISA2024 Annual Conference & Trade Show! #alternativeinvesments #altseducation #investments

Final panels of ADISA2024 Annual Conference & Trade Show wrapping up. Thank you to everyone who joined Heidi Wheatley (Sponsor Growth Solutions LLC), Matt Podolsky (VISTRA), Nate Romero (ARKap Markets) and Michelle Galeski (Rep Driven Results, LLC) for another great session and a deep dive into the opportunities and challenges of structuring distribution and raising capital in today's competitive market. #ADISA2024 #alternativeinvestments #investing

Thank you to David Bodamer (WealthManagement.com), Larry Roth CPA, JD (RLR Strategic Partners), and Kevin M. Keefe, CFA (Realta Wealth) for sharing their insights into what the future could hold for the #alternativeinvestments industry as part of General Session V. #ADISA2024 #investing

Breaking News! Just announced at #ADISA2024, ADISA and #TNDDA (The National Due Diligence Association) have joined forces under the ADISA name to create one source for #DueDiligence, education, networking, and advocacy to benefit the #alternativeinvestments industry. #investing

General Session IV: Real Estate Updates was jam-packed at the #ADISA2024 Annual Conference & Trade Show. Thank you to special guest Daniel Ismail, CFA (Green Street) for sharing his knowledge on the current real estate landscape. What did you learn in this session? #alternativeinvestments #investing #cre #realestate

Co-chair John Grady (ABR Dynamic Funds, LLC) and moderator Rizwan Ibrahim, CFA, CAIA, CFP? (Accretive Wealth Management) just led an engaging session with Aaron Filbeck, CAIA, CFA, CFP?, CIPM, FDP (CAIA Association), Rajeev Kotyan (Innovative Advisory Group), and Pamela Jacobs, CFP? (Frontier Wealth Strategies LP) on the practical considerations of #Alts at #ADISA2024. #investing #alternativeinvestments?

Thank you Mike Kell (iCapital), Taylor Garrett (Mountain Dell Consulting), Matthew Iak (U.S. Energy Development Corporation), and Kevin Gannon (Robert A. Stanger & Company, Inc.) for their informative updates as part of General Session III: Industry Updates. What was the highlight of the panel for you? #investing #alternativeinvestments #financialregulation #ADISA2024

Day 2 of the ADISA 2024 Annual Conference & Trade Show is underway! Thank you to John Grady (ABR Dynamic Funds, LLC), Catherine Bowman and Gabriela Aguero (FINRA) for educating us on the latest state and national regulations at General Session II: Legislative & Regulatory Updates. What was your biggest takeaway from the session? #investing #alternativeinvestments #financialregulation #ADISA2024

Gene Goldman, CFA, CIO of Cetera Financial Group, shared his insight on the current state of the market with a packed house at General Session I: Economic Updates. What did you learn in this session??#investing #alternativeinvestments #ADISA2024?