ADISA's Focus on Alternatives Podcast Series copertina

ADISA's Focus on Alternatives Podcast Series

ADISA's Focus on Alternatives Podcast Series

Di: Alternative & Direct Investment Securities Association
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The Alternative & Direct Investment Securities Association is hosting this educational series that covers key topics in alternative investing. Be sure to check back regularly for new episodes.

© 2026 ADISA's Focus on Alternatives Podcast Series
Economia Finanza personale
  • S12 E6 - Opportunity Zones 2.0 Explained
    Jul 21 2026

    In the latest episode of Focus on Alternatives, Greg Mauz, ADISA board member and senior managing director at Skyway Capital Markets, sits down with Jimmy Atkinson, founder and CEO of OpportunityZones.com and author of The Opportunity Zones Playbook, to discuss how the One Big Beautiful Bill Act is reshaping the future of opportunity zone investing.

    With Opportunity Zones 2.0 becoming a permanent part of the tax code on Jan. 1, 2027, Atkinson explains the most significant changes and what financial professionals should be doing now to prepare.

    The series is the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

    Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

    By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.

    The information in the series should also not be viewed as industry guidelines or standards.

    The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

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    30 min
  • S12 E5 - A Conversation with FINRA’s Gabriela Aguero
    Jul 14 2026

    In the latest episode of Focus on Alternatives, John Grady speaks with Gabriela Aguero, FINRA's vice president of corporate financing, about FINRA Forward, the regulator's initiative to modernize oversight, empower firm compliance and support resilience. Aguero also discusses how member firms can engage with FINRA and why industry events like ADISA's are critical to understanding the evolving alternatives marketplace.

    The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.

    The series is the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

    Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

    By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.

    The information in the series should also not be viewed as industry guidelines or standards.

    The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

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    10 min
  • S12 E4 - Beyond the Property: Understanding the DST Master Lease
    Jul 7 2026

    In this episode of Focus on Alternatives, Greg Mauz, ADISA board member and senior managing director at Skyway Capital Markets, and Trawnegan Gall, senior vice president at Cornerstone Real Estate Investment Services, explain why the master lease is a critical part of DST due diligence. Learn how lease structure affects investor distributions, what to look for in sponsor reporting, and why a sponsor's balance sheet and track record can make all the difference.

    The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.

    The series is the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

    Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

    By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.

    The information in the series should also not be viewed as industry guidelines or standards.

    The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

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    26 min
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