ADISA 2021 Annual Conference & Trade Show - Alternative & Direct Investment Securities Association | Alternative and Direct Investment Securities Association (ADISA) | 4 October 2021 | The Wynn Las Vegas, 3131 S. Las Vegas Blvd., Las Vegas, NV 89109, USA
Venue
The Wynn Las Vegas
The Wynn Las Vegas, 3131 S. Las Vegas Blvd., Las Vegas, NV 89109, USA
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| Event Date |
Mon Oct 4 PDT - Wed Oct 6 PDT (about 3 years ago)
In your timezone (EST): Mon Oct 4 3:00pm - Wed Oct 6 3:00pm |
| Location |
The Wynn Las Vegas
3131 S. Las Vegas Blvd., Las Vegas, NV 89109, USA |
| Region | Americas |
Details
WHY GO:
- Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA's Annual Conference & Trade Show will feature key industry experts, educational panels and topical presentations.
• Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
• Continuing education credits will be available
• Conference attendance is balanced, representing all sponsors, service providers and funding sources
• Ample networking time will be available
Speakers
2021 Speakers
Greg Mausz
COO, Preferred Capital Securities
Bill Leitner
Partner, Leitbox Storage Portfolio Partners
Kevin Greene
General Manager, Spring Hills Holdings
David Johan
President & COO, Doceo Wealth
Jeff Shafer
Co Founder, CommonGood Capital
Sherri Cooke
Senior Vice President, iCapital Network
Andrew Barnum
Author, iCapital Network
Angie Fisher
Vice President, CIM Group
Craig Covington
President, DAI Securities
Bill Robbins
CEO, WealthForge
Taylor Garrett
President, Orchard Securities
Kevin Bradburn
CEO, Orchard Securities
Jacob Heidkamp
Co President, FactRight
Andrew Balthazor
Litigation Associate, Holland & Knight
Sam Seaman
Partner, Deloitte Tax
Heidi Wheatley
Director of Marketing, Keystone National Properties
Mike Packman
Founder & CEO, Keystone National Properties
J. Colin Sturgis
Principal, Signature FD
Elizabeth Burdette
Director of Client Engagement, Signature FD
Michael Underhill
CIO, Capital Innovations
Terrence Davis
Shareholder, Greenberg Traurig
Randy Anderson
CEO, Griffin Capital Company
Kevin Gannon
Board Member, Robert A. Stanger & Co.
Taylor Garrett
President, Mountain Dell Consulting
Mike Kell
SVP, iCapital Network
Mike Andrews
Head, SS&C Technologies
Thomas Rosenfield
President, JD, HillStaffer
Owen Caine
Senior Policy Advisor, HillStaffer
Larry Sullivan
Managing Director, Passco Companies
Catherine Bowman
Founder/Partner, The Bowman Law Firm
Jeff Shafer
CommonGood Capital
Eric Rice
Product Manager, BlackRockADISA
Nick Duren
President, Crescent Securities
Bryan Mick
President, Mick | Law
Ray Davis
Chief Business Development Officer, Red Oak Capital Holdings
Richard de Silva
Managing Partner, Lateral Investment Management
Myra Nicholson
Chief Risk Officer, International Assets Advisory
Karen Templeton
Financial Partner, Forrest Wealth Strategies
Sponsors & Partners
2021 Sponsors & Partners
CHARGING STATION:
• SS&C
TUESDAY COCKTAIL RECEPTION:
• Trilogy Real Estate Group
LANYARDS:
• GreenRock
MOBILE APP:
• Urban Catalyst
PENS:
• Orchard Securities
POCKET AGENDA:
• MBD Solutions
STRATEGIC PARTNERS:
• CAIA Association
• Commercial Mortgage Alert
• Discovery Data
• The DI Wire
• Globe St. Real Assets Adviser
• Opal Group
• Opportunity DB