Impact Investing, Section 1031 Exchanges and Russian War Fallout in Ukraine Among Hot Topics at ADISA’s 2022 Spring Conference in Orlando, Florida


Nearly 600 professionals from various industries attended the three-day educational and networking event

ORLANDO, Florida., April 26, 2022 /PRNewswire/ — The Alternative & Direct Investment Securities Association (ADISA), the nation’s largest trade association representing the alternative and direct investment space, welcomed nearly 600 industry professionals to its Spring 2022 conference in Orlando Florida, April 4 – 6. Educational topics covered at the event included tax-efficient investing, impact investing, Section 1031 trading, multi-family and single-family investing, investment tracking, and more.


Conference Co-Chairs Katie shook of Clir Capital and Jade Miller of Bourne Financial Group, along with the conference planning committee, created an agenda highlighting several new topics and emerging products.

Attendance was made up of more than 35% independent broker-dealers, registered investment advisers, wealth management firms, registered representatives and financial advisers, and nearly 65% ​​investment sponsors and affiliates.

“Our follow-up participant survey indicated high ratings across all metrics with an overall rating of 4.4 out of 5,” said John Harrisson, Executive Director of ADISA. “Besides, by John Grady cryptocurrency session with the simulated arbitration session with Deborah Froling got the highest score from the breakout sessions.”

The conference kicked off with approximately 100 attendees at the Women and Next Generation Reception and Luncheon, featuring Co-Founder and Managing Partner of Accendo Leadership Advisory Group, Curry Coatswho had an interactive presentation on how to establish a leading brand.

The first general session featured an industry update with Mike Kel of iCapital, Kevin Gannon Stanger Investment Banking, and Taylor Garrett of Mountain Dell Consulting. Kell provided an overview of the private placement, including key metrics such as the $15.9 billion target increase in 2021, a 79% year-over-year increase, with 297 funds. Garrett provided an in-depth review of the 1031 market, including important statistics such as the $2.48 billion of equity raised in 2022 via March 15and a capital increase estimated at $10$12 billion overall in 2022. Multifamily is still the most popular asset type for 1031 exchanges according to Garrett. Gannon covered the record fundraising of $86 billion in the alternatives in 2021, new players and important mergers and acquisitions, as well as updates on real estate investment trusts, business development companies and fund sectors at intervals.

Additional General Session speakers included John Grady with ABR Dynamic Funds, who hosted a lively panel discussion on the latest legislative and regulatory updates with Joe Price of FINRA, Joseph Borg with Alabama Securities Corporation and Tom Rosenfeld with HillStaffer. Besides, Morgan Simon, RIA, author and podcast host discussed the new economics of social change and how capital has the power to inspire, innovate and bring about change. Another interesting speaker, Benn Steil of the Council on Foreign Relations, discussed in detail the likely impact of investments Russia invasion of Ukraine. Lately, Michael Seiller of William & Mary College covered the effects of online buyers on investment properties.

ADISA has hosted several university students ranked by Diversity, Equity and Inclusion committee member David Wilson and a new relationship with INROADS, a nonprofit organization that creates pathways to careers for ethnically diverse high school and college students across the country. This augments the current student outreach program with Utah Valley University.

The Alternative & Direct Investment Securities Association is the nation’s largest trade association representing the non-traded alternative investment space. ADISA members are typically involved in unlisted real estate investment trusts, business development companies, master limited partnerships, and private and public funds (LP/LLC), 1031 exchange programs (DST/TIC), energy, oil and gas interests, equipment rental programs or other alternative and direct investment offers. The association was founded in 2003 and has approximately 5,000 members who are key decision makers, representing over 220,000 professionals across the country – including sponsor members who have raised over 200 billion dollars in equity and serve more than one million investors.

Contact: Jill Swartz
Featured marketing communications
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