ADISA

Success in alternative investments isn't about luck, it's about being informed. With ADISA's 2026 Spring Conference just two weeks away, now is the time to secure your spot and gain the insights, connections, and answers that help move your business forward. View the conference agenda and details here: adisa.org/events/2026-sp… #AlternativeInvestments #ADISA2026 #FinancialAdvisors #SpringConference2026 #Alts #Investing

The countdown is on. ADISA's 2026 Spring Conference kicks off in Arlington in just two weeks. - 315+ matchmaking meetings - 200+ companies registered thus far - 100+ allocation partners - 40+ RIAs - 50+ broker-dealers - 50+ first-time attendees The agenda is packed with value, including a keynote from National Football League (NFL) Hall of Famer Troy Aikman, Spring Tech Fair, three days of deep-dive education sessions, and exceptional networking throughout. Create new partnerships, explore new opportunities, and connect with the industry's leading voices. We look forward to welcoming everyone to Arlington. adisa.org/events/2026-sp…

Don't tempt fate this Friday the 13th. Early bird perks expire today. Join us March 30–April 1 at the Loews Arlington Hotel for three days of education, networking, and industry insights at ADISA's 2026 Spring Conference. Register before midnight: lnkd.in/gjrZtK3u #ADISA2026 #AlternativeInvestments #EarlyBird #Education #Networking

Two sectors. One must-attend session. Join us at ADISA's 2026 Spring Conference for a timely update of two critical alternative investment sectors, featuring Bayle Smith with Green Street, and Danny Rice with Rice Investment Group. - Oil & Gas: Explore current market dynamics, energy fundamentals, regulatory considerations, and how evolving conditions are influencing investment strategies - Real Estate: A data-driven overview covering macroeconomic trends, capital flows, valuations, and the key forces shaping investor sentiment Conference details and registration: adisa.org/events/2026-sp… #ADISA2026 #oilandgas #Oil #Gas #RealEstate #CRE #Markets #Education #Alts #AlternativeInvestments

Join us at ADISA's Spring Conference in a few short weeks for a deep-dive session on the evolution of 1940 Act Funds. Featuring Jacob Heidkamp, FactRight, LLC; Martin Dozier, Alston & Bird; Jacob M., Interval Fund Tracker; and John Grady, ADISA; the breakout will cover: - Liquidity dynamics - Recent regulatory changes expanding the investment opportunity set for non-accredited investors - The prospective inclusion of alternative investments in retirement accounts - How 1940 Act Funds may be a preferred investment structure Conference details and registration: adisa.org/events/2026-sp… #alternativeinvestments #1940ActFunds #education #financialservices #ADISA2026

The latest episode of Focus on Alternatives is now live. In "Inside Private Placement Insurance & Alternative Investments," Sandy Geyelin, senior vice president of Global Wealth with Athene, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, LLC, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios. Watch here: youtube.com/watch?v=fsl4He… #alternatives #privateplacementinsurance #financialadvisors #wealthmanagement #education

How much of the hit TV series "Landman" reflects the real world of oil and gas investing? And where do opportunity zones stand? ADISA's 2026 Spring Conference is tackling these questions and more in these breakout sessions: LANDMAN: Fact, Fiction, or Some of Both? | April 1 @ 9:05 AM Moderators: Bradford Updike, Mick Law P.C. LLO; Brett Evans, Evans Law Panelists: James R. Woods, Citizen Energy; Rich Saadeh, MDS Energy Development, LLC; Chad Willis, Renaissance Growth Partners Navigating Opportunity Zones: Where We've Been, Where We Are and What's Next | March 31 @ 3:25 PM Featuring Jimmy Atkinson, OpportunityZones.com; Michael Haven, U.S. Energy Development Corporation; Robert Burke, Cantor Fitzgerald Dig deeper: adisa.org/events/2026-sp… #ADISA2026 #SpringConference #AlternativeInvestments #OpportunityZones #DueDiligence #OilandGas

Over three days, industry experts at ADISA's 2026 Spring Conference will cover private credit, venture capital, AI adaptations, opportunity zones, real estate, oil and gas, and more. With new sessions, new formats, and a keynote from National Football League (NFL) Hall of Fame quarterback Troy Aikman, this is shaping up to be our most dynamic event yet. Register now: lnkd.in/gjrZtK3u Why attend ADISA events? lnkd.in/gjPWYxBQ

Introducing: ADISA Spring Tech Fair - Tuesday, March 31 @ 1:25 PM @ ADISA's 2026 Spring Conference Meet the teams behind the tools, see real-time capabilities in action, and walk away with ideas to reduce friction, improve oversight, and enhance the overall investor experience. Conference details: lnkd.in/gjrZtK3u #ADISA26 #alternativeinvesting #technology

Keynote Speaker Alert: Troy Aikman At ADISA's 2026 Spring Conference on Wednesday, April 1 @ 10:00 am Hear from the iconic Hall of Fame quarterback who led the Dallas Cowboys to three Super Bowl Championships, earned the Super Bowl XXVII MVP award, received the NFL Man of the Year Award in 1997, and before all that was the first pick in the 1989 NFL draft. Details here: lnkd.in/gjrZtK3u #alts #investing #NFL #greatestchampions #spring

Registration is open for ADISA’s 2026 Spring Conference. We're thrilled to bring you a redesigned experience. Not just more sessions—more intentional substance. March 30 - April 1, 2026 Loews Arlington Hotel | Arlington, Texas Event details: adisa.org/events/2026-sp… #alternativeinvestments #education #networking #matchmaking

New episode alert! Focus on Alternatives Season 11, Episode 3 is live. ADISA board members Sylvia S. Kwan, CFA, CAIA (Ellevest) and Greg Mausz (Skyway Capital Markets) discuss how alternatives have become essential in modern portfolios and why advisors should start with client goals before selecting strategies. From addressing misconceptions to explaining the value of a goals-based approach, this episode offers actionable insights. Watch now: youtube.com/watch?v=RHHfvX… #FocusOnAlternatives #AlternativeInvesting #FinancialAdvisors #PortfolioStrategy

Episode 2 of Season 11 of Focus on Alternatives is live, and it’s a must-watch! Chad Willis of Renaissance Growth Partners joins Greg Mausz, ADISA board member, of Skyway Capital Markets, LLC, unpack the full spectrum of oil and gas investing: income programs, working interests, producing properties, and more. Watch now for a modern, data-driven take on energy investing: lnkd.in/gsnMXJyQ

Join John Grady, executive director of ADISA, as he speaks with Jeff Shafer, CEO and co-founder of @Common_GoodCap, and Sylvia S. Kwan, CEO and chief investment officer of @Ellevest, as they break down: - The forces shaping current demand for impact-aligned investments - How the marketplace defines and categorizes impact strategies - Key considerations for advisors conducting due diligence - Where product innovation is headed - How sponsors can clearly and responsibly communicate “impact” to investors Register here: us02web.zoom.us/webinar/regist… #Investing #ESG #WealthManagement #FinancialAdvisors #AlternativeInvestments #Millennials #GenZ #DueDiligence #Webinar

Investor interest in impact investing — especially among Millennials and Gen Z — remains strong despite the rising scrutiny and political pushback facing ESG strategies. As client demand grows, advisors need to know what impact investing truly represents and how to find and evaluate opportunities that deliver both financial returns and measurable real-world outcomes. Join John Grady, executive director at ADISA, as he speaks with Jeff Shafer, CEO and co-founder at @Common_GoodCap, and Sylvia Kwan, CEO and chief investment officer at @Ellevest, as they provide industry members, both advisors and product sponsors, with a framework for understanding where impact investing is heading in 2026 and beyond. Register here: us02web.zoom.us/webinar/regist… #ImpactInvesting #ESG #WealthManagement #FinancialAdvisors #NextGenInvestors #Millennials #GenZ #ClientEngagement

@ADISAtweets CEO @jadedmiller1 and Director of Marketing and Communications Jennifer Fitzgerald are attending @investmentnews’ 2025 Women to Watch Awards, celebrating trailblazing women in wealth management and financial advice. #INW2W #WomenInFinance #WealthManagement #FinancialServices

Retail access to alternative investments is fast-expanding and disrupting the investment landscape, but is that a good thing? Join us for a conversation with @ADISAtweets Chief Executive Officer Jade Miller and Leitbox Storage Partners Founder Bill Leitner as they explore current trends in the alts space. register.gotowebinar.com/register/47976… #AlternativeInvestments #PrivateMarkets #WealthManagement #InvestmentTrends

Did we just watch the best session of #ADISA2025? Hot Topic Debate – An Allocation Limit When Alternatives Are Essential? Moderated by John Donvan, with panelists: Matt Mayer (The Strategic Financial Alliance) Craig Merkt (Calton & Associates) Rizwan Ibrahim (Accretive Wealth Management) Jack Grella (Metric Financial)

Another round of standout sessions brought fresh insights across tax, credit, and practice management at #ADISA2025: Ask the Tax Attorneys — Tom Voekler (Williams Mullen), Darryl Steinhause (DLA Piper), and Bryan Mick (Mick Law) on 1031s, DSTs, 721s, and OZs. Cracking the CLO Code — Jake Heidkamp (FactRight) with Daniel Ko (Eagle Point Credit Management), Josh Soffer (Prospect Capital Management), and Brian Aleksa (Oxford Funds) unpacked CLO opportunities. Succession Planning — Ann Moore (International Assets Advisory), Mark Kosanke (Concorde Investment Services), Jeff Nash (Bridgeview Strategies), and Nina Hajjar (Stratos Wealth Partners) on building value and leaving a legacy. #AlternativeInvestments #Education #Networking #ADISA2025