ADISA Spring Conference 2023 | Alternative and Direct Investment Securities Association (ADISA) | 24 April 2023 | Marriott Marquis San Diego Marina, 333 W Harbor Dr, San Diego, CA 92101, USA

For the financial industry professional working in retail alternative investments, This Conference is the kick-off event of the year to showcase the new industry offerings and opportunities.

• 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

2023 Speakers

Greg Mausz
Chief Operating Officer & Senior Managing Director, Skyway Capital Markets

Bret Norris
VP Due Diligence and Research, Inland Securities Corporation

Sam Montgomery
Chief Operating Officer at Legendary Capital

Mark Kosanke
President, Concorde Investment Services

Joe Nugent
Arkadios Capital

Stacy Stemen
Senior Vice President of Corporate Marketing and Development, Passco Companies

Damon Elder
President, Spotlight Marketing Communications

Sylvia Kwan
Chief Investment Officer at Ellevest

Raymod Davis
Chief Business Development Officer at Red Oak Capital Holdings, LLC

Tom Voekler
Partner, KVCF

Ann Moore
Chief Business Development Officer at International Assets Advisory

Drew Jackson
President at Concorde Investment Services

Mike Kell
Senior Vice President at iCapital

Kevin Bradburn
Mountain Dell Consulting

Kevin Gannon
Robert A. Stanger & Co.

Jeff Shafer
CEO & Co-Founder CommonGood Capital | Host of A News Lens Podcast | Redemption360

Joe Price
Senior Vice President Finance at FINRA

Andrew Hartnett
Assistant Commissioner at Iowa Insurance Division

Josh Rubinger
Senior Vice President, Head of National Accounts at Ashford Securities, LLC

Eric Graber
President, Co-Owner at Preferred Capital Securities, LLC

Martin Hedstrom
Vice President, Due Diligence at Bluerock

Alex Anderson
Director, Equity Division at Time Equities, Inc.

Christina Roush
Managing Principal, Talent Hunter, Client Connector, Weed Whacker

Daniel Oschin
Chief Strategy Officer at Shopoff Realty Investments

Bryan Mick
Chairman, Mick Law

David Becker
Managing Director, Time Equities, Inc.

Rajeev Kotyan
Principal and Co-Founder at Innovative Advisory Group

Paulina Stannard
Helping Investors & Advisors Mobilize Capital to Make an Impact

Rizwan Ibrahim
Director, Due Diligence & Strategy at Accretive Wealth

Heidi Wheatley
KNPRE 1031

Amy Arnold
Senior Due Diligence Officer and Director of Research at Concorde Investment Services

Thayer Gallison
Senior Vice President of Capital Markets, Head of Product Strategy at Cottonwood Residential

Daniel Ismail
Managing Director, Strategic Research, Green Street

Laurie Levassar
Cantor Fitzgerald

Michael Fitzpatrick
Baker Tilly

Scott Street
Senior Vice President - Operations and Due Diligence at Griffin Capital Company, LLC

James Brunger
Chief Sales Officer at Capital Square

Jay Frank
President of Cantor Fitzgerald Asset Management

Darryl Steinhause
Partner, DLA Piper

Angela Barbera
Managing Director, NexPoint

Kyle Kadish
President, Advantage Wealth Solutions

Todd Doorenbos
Director of Capital Markets at Arete Wealth Management

Marc Haiar
Due Diligence Officer, Concorde Investment Services

Jared Mitchell
Patrick Capital Markets

Brad Updike
Attorney, Mick Law

Matthew Iak
Executive Vice President at U.S. Energy Development Corporation, Vistage Member

John Donovan
Managing Partner, Donovan Ventures

Sam Irvani
EVP & CIO at Waveland Capital Group LLC

John Grady
Chief Operating Officer and General Counsel at ABR Dynamic Funds, LLC

Jessica Correnti
Director, National Accounts, Peachtree

Steve Case
Chief Investment Officer, Bourne Financial Group

Zach Forman
Managing Director, Apollo

Paul Angle
National Accounts, KeyBank Real Estate Capital

Jared Schlosser
Peachtree

Dan Steffens
Founder and Current President of the Energy Prospectus Group

Nate Romero
Clir Capital

Richard de Silva
Lateral Investment Management

Gary Schwartz
Arkadios Capital

Rob Nicholson
BlackRock

Mat Dellorso
WealthForge

Kara Howard
SC Distributors

Mark Petersen
Lighthouse Life Capital

Michael Underhill
Capital Innovations

Brandon Hunt
StratCap

Craig Covington
DAI Securities

Karlton Kleis
Arete Wealth Management

Catherine Bowman
The Bowman Law Firm

David Sengstock
Mick Law

Jake Heidkamp
FactRight

Jade Miller
Bourne Financial Group

2023 Sponsors

PLATINUM:
• Coastal One
• Exchange Right
• Legendary Capital

GOLD:
• Bakertilly
• Caliber Funds
• Computershare
• DLA Piper
• Hamilton Point
• Hines
• Inland
• KNPRE
• KVCF
• MP
• MCI
• Nexpoint
• Passco
• Peachtree
• PCS
• Shopoff
• Southwestern
• Starboard
• True Life
• US Energy
• Whiteford

SILVER:
• AEI
• BlueRock
• Bourne
• Carter Funds
• Core Pacific Advisors
• Croatan
• e2Companies
• InCommercial
• Juniper Square
• Makaan
• Moody National Companies
• Overmoon
• Seedbrite
• Skyway Capital Markets
• Southern Oak
• Trilogy
• Yrefy

BRONZE:
• AIX
• Burlington Capital
• Capital Square
• Cantor Fitzgerald
• CNB
• Cottonwood
• Cove Capital
• ERP Industrials
• Flatirons Asset Management
• Great Lakes Fund Solutions
• Great Oak Funding
• JTC Americas
• Montego Minerals
• NAI Legacy
• Net Lease Capital
• Pacific Private Money
• Phoenix American
• Red Oak Capital Holdings
• Browman Law Firm
• Triton Pacific
• Time Equities

LANYARDS SPONSOR:
• Bakertilly

HOTEL KEYCARDS SPONSOR:
• Croatan

POCKET AGENDA SPONSOR:
• Sovereign Partners

PENS SPONSOR:
• Orchand Securities

TUESDAY COCKTAIL RECEPTION SPONSOR:
• Trilogy

EXHIBIT HALL SPONSOR:
• DI Wire

STRATEGIC PARTNERS:
• CAIA Association
• ConnectCre
• Discovery Data
• DI Wire
• Globe St
• Opal Group
• Opportunity Db
• Real Assets Adviser