HillStaffer,LLC is a bipartisan, public affairs consulting firm specializing in federal and state government relations engagement, advocacy, and strategy.
Episode 2 of Season 11 of Focus on Alternatives is live, and it’s a must-watch!
Chad Willis of Renaissance Growth Partners joins Greg Mausz, ADISA board member, of Skyway Capital Markets, LLC, unpack the full spectrum of oil and gas investing: income programs, working interests, producing properties, and more.
Watch now for a modern, data-driven take on energy investing: https://t.co/tw1DTOcQez
Join John Grady, executive director of ADISA, as he speaks with Jeff Shafer, CEO and co-founder of @Common_GoodCap, and Sylvia S. Kwan, CEO and chief investment officer of @Ellevest, as they break down:
- The forces shaping current demand for impact-aligned investments
- How the marketplace defines and categorizes impact strategies
- Key considerations for advisors conducting due diligence
- Where product innovation is headed
- How sponsors can clearly and responsibly communicate “impact” to investors
Register here: https://t.co/g8moEGchkN
#Investing #ESG #WealthManagement #FinancialAdvisors #AlternativeInvestments #Millennials #GenZ #DueDiligence #Webinar
Presidential Executive Order Opens Door for Alternative Assets in 401(k) Plans
On August 7, 2025, President Trump issued an executive order that could significantly expand the role of alternative investments in retirement plans governed by ERISA.
The order acknowledges that “[a]lternative assets, such as private equity, real estate, and digital assets, offer competitive returns and diversification benefits.” It notes that “[r]egulatory overreach and litigation risks have limited ERISA-governed plan fiduciaries from including alternative assets in their investment portfolios, hindering workers’ retirement growth.”
In addition, the order calls for coordinated action by the @USTreasury , the @SECGov, and other federal agencies to determine whether parallel regulatory changes are needed. It instructs the SEC to revise applicable regulations and guidance to facilitate participant access to alternative assets in defined-contribution retirement savings plans.
ADISA welcomes this initiative and will actively participate in comment and input processes as the government develops implementing regulations.
John Grady
Executive Director, ADISA
#AlternativeInvestments #RetirementPlans #401k #ERISA #PrivateEquity #RealEstate #DigitalAssets #FiduciaryDuty #ADISA
Fresh content. New format. A reimagined experience.
ADISA Annual Conference 2025 isn’t just the largest alternative investments conference, it’s where the future of the industry takes shape.
This is where the best and brightest financial professionals and product sponsors converge for cutting-edge education, meaningful connections and transformative ideas.
- 250+ firms registered so far
- Top industry experts
- Innovative investment strategies
- Robust education
Don’t miss this new era of ADISA.
Join the leaders shaping the next chapter of alternative investments. https://t.co/v8TENHiTwv
#ADISA2025 #AlternativeInvestments #RIA #BrokerDealer #FamilyOffice #Compliance #DueDiligence
In ADISA's newest Focus on Alternatives podcast episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Aaron Pollak, founder and CEO of https://t.co/AC4YkkGsln, discuss the technological trends reshaping today’s investment landscape.
Tune in now! https://t.co/fCmCBQ18kf
#AlternativeInvestments #FinTech #InvestmentTrends #ADISA #FocusOnAlternatives
Reported by @bloombergtax, the @IRSnews defeated procedural challenges to its disallowance of two claimed conservation easement deductions after the U.S. Tax Court held Monday that the agency properly obtained the required supervisory approvals. Read more on ADISA's Public Policy Spotlight: https://t.co/M2coAzXR2P #TaxLaw #ConservationEasement #IRS #USTaxCourt
A legislative package to overhaul federal labor law has been introduced in U.S. Senate that aims to create a national standard for independent contractor classification. For financial advisers, the implications are clear: protecting the freedom to run your own practice, serve clients on your terms, and preserve true independence.
Read more in ADISA’s latest Public Policy Spotlight: https://t.co/fhvCqox7Fk
@AltsWire #PublicPolicy #LaborLaw #IndependentContractors
Greg Mausz (Skyway Capital Markets) talks with David Itzkovits (Optimal AdvisorAI) about how #artificialntelligence is transforming financial services, and how advisors can separate practical application from overhyped buzz. Tune in: https://t.co/IYYykP80Pl
ADISA is proud to name Jade Miller as our first CEO! A board member and advocate, Jade will work with Executive Director John Grady to strengthen our mission and serve the alts community. #ADISA#Leadership#AlternativeInvestments
Fleets operate in a highly regulated environment, and recent policy developments on the federal and state level will impact #fleet operations. Learn how NAFA is working to influence policy decisions. Watch here: https://t.co/Dv0NZFWTjO
One of the most sweeping tax & investment policy packages in recent history just passed Congress. ADISA Executive Director John Grady breaks down the “One, Big Beautiful Bill” and what it means for the #alts investments space. #taxpolicy
In this week's Public Policy Spotlight, @AltsWire reports that advisers are making noticeable adjustments to their use of #AlternativeInvestments as allocations to alts continue to climb. https://t.co/okkNCGo3AT
Energy & digital needs are evolving fast, & #infrastructure must keep up. Greg Mausz (Skyway Capital Markets) chats with Michael Underhill (Capital Innovations) on 3 megatrends reshaping infrastructure & where investors may find opportunities. Tune in now: https://t.co/7yyBpQWvNS
The @SECGov recently withdrew 14 proposed rules—many from the Biden era—including major guidelines on #AI and #ESG investing. A bold regulatory pivot. Find out more in this week’s Public Policy Spotlight: https://t.co/6PHhwLz2of #Regulation#FinanceNews@ThinkAdvisor