ADISA's Focus on Alternatives Podcast Series Podcast Por Alternative & Direct Investment Securities Association arte de portada

ADISA's Focus on Alternatives Podcast Series

ADISA's Focus on Alternatives Podcast Series

De: 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.

© 2025 ADISA's Focus on Alternatives Podcast Series
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Episodios
  • S10E4 - Making AI Work for Financial Professionals
    Jul 9 2025

    Artificial intelligence is transforming financial services, but how can advisors separate practical application from overhyped buzz? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, talks with David Itzkovits, co-founder of Optimal AdvisorAI, about why financial professionals might benefit from exploring AI use cases to save time, identify the most effective tools for their goals, create connections, and more.


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

    The podcasts are 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 podcast, you agree that you will not rely on the podcast and any reliance of the podcast 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 podcast.

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

    The podcast 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 podcast are appropriate and legal in your jurisdiction.

    Más Menos
    20 m
  • S10E3 - Megatrends Reshaping Infrastructure Investing
    Jun 24 2025

    Energy and digital needs are evolving rapidly worldwide, and infrastructure must adapt to keep pace. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, is joined by Michael Underhill, ADISA director, chief investment officer and chief executive officer at Capital Innovations, and author of “The Handbook of Infrastructure Investing.” Together, they discuss the three major megatrends reshaping infrastructure today and where investors may find opportunities.


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

    The podcasts are 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 podcast, you agree that you will not rely on the podcast and any reliance of the podcast 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 podcast.

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

    The podcast 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 podcast are appropriate and legal in your jurisdiction.

    Más Menos
    14 m
  • S10E2 - Navigating 1031 and 721 Exchanges
    Jun 10 2025

    Both 1031 and 721 Exchanges have been valuable tools in real estate investing for decades. But how do they differ, and how can advisors best leverage them for their clients? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, welcomes back Warren Thomas, managing partner at ExchangeRight. Together, they explore the key similarities and differences between 1031 and 721 Exchanges, when each might be appropriate for certain investors, and other strategic considerations that every advisor should know.


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

    The podcasts are 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 podcast, you agree that you will not rely on the podcast and any reliance of the podcast 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 podcast.

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

    The podcast 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 podcast are appropriate and legal in your jurisdiction.

    Más Menos
    15 m
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