Skip to content-main content

News Room

March 15 2016

Allegiancy CEO Steve Sadler a featured conference speaker on leveraging new Reg A+ for alternative investment sponsors

Allegiancy CEO Steve Sadler a featured conference speaker on leveraging new Reg A+ for alternative investment sponsors

Richmond, Va., March 15, 2016 — Allegiancy CEO Steve Sadler will be a featured speaker on “Leveraging Reg A+ for Sponsors” on March 23 at the Alternative & Direct Investment Securities Association Spring Symposium conference at the Manchester Grand Hyatt in San Diego, Calif.

Allegiancy launched this week from South by Southwest (SXSW) its $30 million new Regulation A+ `mini-IPO’ offering, becoming the second company in the U.S. after startup vehicle manufacturer Elio Motors to tap this new source of capital.

In making the mini-IPO announcement, Sadler described how his active asset management firm will use the capital to attack inefficiencies in the $15 trillion commercial real estate industry. Allegiancy is also taking an aggressive, multi-prong strategy that combines crowdfunding with broker-dealer and institutional channels to raise the $30 million in capital.

The ADISA conference session, from 9:40 a.m. to 10:30 a.m., will be moderated by Rob Kaplan, an attorney with Kaplan Voekler Cunningham & Frank. In addition to Sadler, other participants include Matt Leiter of GK Development, Warren Martin of Cherry Bekaert and David Wojtyla of BB&T Capital Markets.

The session will center around the advantages of the new Reg A+ format and the various elements to consider in designing products and offerings for sponsors. Sadler and the panel will also discuss the fundamentals and foundational considerations in planning a new Reg A+ offering: When one should consider an offering, disclosure and accounting, how distribution works in a world of Reg A, the interplay of marketing and disclosure in the SEC arena and providing secondary liquidity and other salient issues.

“Alternative investment sponsors will glean insight into the new frontier of raising capital with these `mini-IPOs’ through the new Reg A+ rules,” Sadler said. “I have the experience of leading Allegiancy through this process and have many tips and the knowledge to help navigate the minefields in the process and am looking forward to sharing what I’ve learned.”

The ADISA conference is designed for all industry professionals who sponsor, analyze, market distribute or sell alternative investments. The conference includes more than 50 educational sessions, many of which are available for continuing education credits.

The conference assembles more than 700 broker-dealers, registered investment advisors and registered representatives. Tracks will include 1031s, energy, marketing and technology, REITs, legislative and regulatory issues and other issues.

ADISA is a national trade association of decision makers who influence more than 30,000 professionals involved in alternative investments, primarily non-traded alternatives.

For more on the conference, go here: www.adisa.org/Events/2016-Spring-Symposium

About Allegiancy

Allegiancy is changing the business of asset management for commercial real estate owners and investors with radical specialization. With a technology-enabled operating platform and singular focus on serving as the owners’ advocate, the company brings fresh vigor and unparalleled discipline to a poorly understood business. Combining its proactive Value Assurance operational rigor with an intense focus on cash flow and profitability, Allegiancy is leveraging the experience of its principals of more than four decades of success.

For more information about the company or to arrange an interview with Allegiancy CEO, Steve Sadler, contact Audrey Bevel at audrey@allegiancy.us, or 866.842.7545.