Our Writings

Clint Speaking at ‘Alternative Investment’ Conference

Clint spoke to investors on Monday at the Alternative & Direct Investment Securities Association (ADISA) Conference regarding implementing alternative investments for their clients. Topics included the challenges of due diligence for new strategies such as Opportunity Zone Funds, ongoing due diligence and operational issues.

If any of the discussion items below interest you, drop us a line!

(1)    Custodians — do the traditional custodians work?

(2)    Technologies — how should planning software be enhanced to incorporate alts?

(3)    Regulatory — what are the trick questions? Are there any? 

(4)    Due Diligence — how and who do we trust? 

(5)   Review of Opportunity Funds

The Alternative & Direct Investment Securities Association (ADISA) is the nation’s largest alternative investments association providing education, networking and advocacy for members.

ADISA provides: 

  • Knowledge through information and education 
  • Networking and access to peers, professionals, leaders and regulators
  • Legislative and regulatory advocacy  

To learn more about ADISA and the Spring Conference agenda, click here.

Share this :

Comments are closed.