July 10 2015
Allegiancy CEO Steve Sadler to speak about New Regulation A (A+) at ADISA Due Diligence Conference in Miami
Sadler to share strategies for success for broker-dealers and other financial advisers
Miami – Allegiancy CEO Steve Sadler will speak at the Alternative & Direct Investment Securities Association’s (ADISA’s) Due Diligence Conference on July 15 at the Eden Roc Hotel in Miami. ADISA is the leading alternative investments association providing education, networking, and advocacy for members.
Steve Sadler will speak on a panel at 9:30 on Wed., July 15, called “Legislative and Regulatory Update.” He will share insights for financial professionals wanting to bring more value to their clients using the new Regulation A (A+).
Sadler recently had a related article published in ADISA’s “Alternative Investments Quarterly” magazine, “How can the new Regulation A (A+) benefit financial advisers.”
Key advantages discussed include the creation of a new class of securities for which the expertise of an investment adviser will be highly valued; that Reg A companies may be more familiar and understandable to potential investors; and the opportunity created to become an earlier investor in growing companies.
As part of the 2012 Jumpstart our Business Startups (JOBS) Act, the U.S. Securities and Exchange Commission (SEC) announced the new rules for Regulation A in March. The rules increased the amount a company can raise through a public securities offering from $5 million to $50 million in a year, and allowed non-accredited investors to invest.
With new Reg A offerings expected to hit the market in September, Sadler believes that now is the time for financial advisers to get up to speed. He states, “Those who can help their clients navigate the rapidly changing securities world stand to benefit mightily.”
Other speakers on the panel include moderator John Grady, Realty Capital Corporation; Mindi McClure, Freedom Capital; and Kathryn Tupy, FactRight.
Other noted speakers at the forum include Former Congressman Barry Goldwater Jr.; Mike Bendix, ADISA President-Elect, and Tom Voekler, Kaplan Voekler Cunningham & Frank.
For more information, visit www.adisa.org.
**Media: To obtain credentials, contact Jennifer Fitzgerald, 317.663.4175, JFitzgerald@adisa.org.
Steve Sadler will be available for personal conversations, background, and interviews during the forum.**
About Alternative & Direct Investment Securities Association (ADISA)
ADISA is a national trade association of decision makers that influence more than 20,000 professionals who offer and manage alternative investments. These typically include, but are not limited to: non-traded REITs, real estate partnerships, real estate income and development funds, tenant-in-common interests, oil and gas interests, and other securitized real estate investments. We work to maintain the integrity and reputation of the industry by promoting the highest ethical standards to its members and provide education, networking opportunities and resources. ADISA connects members directly to key industry experts through intimate forums providing timely trends and education; helping create a diversified portfolio for their clients.
Sadler’s Previous Forums and Articles
Sadler’s innovative growth and capital-raising plans for Allegiancy were recently featured in the Wall Street Journal.
His past presentations have included “The State of Entrepreneurial America” and have yielded interesting facts about how few new businesses are being created in America; how the enormous opportunities created by the new Reg A could change that; and how the private company market is estimated at nearly $70 trillion in value – far exceeding that of public companies.
Sadler has spoken extensively around the nation about the new Reg A, including at REISA’s Annual Conference in Las Vegas; iGlobal Forum’s 11th and 12th Real Estate Private Equity Summits in New York; Moloney Securities Annual Meeting in St. Louis; Oak Tree Securities Conference in Lake Tahoe; the “Small Cap & Alternative Financing Revolution Event” in Boca Raton hosted by crowdfinancing leader Dara Albright; the FSX Interlinked Conference in Atlanta; and the Crowdfunding USA Forum in Washington, D.C.; and Information Management Network’s (IMN) Real Estate Private Equity Conference on Crowdfunding, and its Non-Traded REIT & Retail Alternatives Investment Symposium, both in New York.
Allegiancy is changing the business of asset management for commercial real estate owners and investors. With a technology-enabled operating platform and singular focus on serving as the owners’ advocate, the company brings fresh vigor to a poorly understood business. Combining its proactive Value Assurance? operational rigor with an intense focus on cash flow and profitability, Allegiancy is building on a track record of more than four decades of success.
Headquartered in Richmond, Va., and led by a team of seasoned professionals, Allegiancy’s management systems have allowed their properties to outperform their real estate investment trust (REIT) peers by 45 percent since 2006. Allegiancy is well-known for delivering attractive returns and profitable, hassle-free investments in commercial real estate.
Since 2014, the company has expanded its assets under management by 400 percent with a combination of organic growth and corporate acquisitions. Allegiancy plans to accelerate this growth by acquiring more companies, securing additional asset management contracts, hiring more employees, and continuing to improve its proprietary technology for the benefit of property owners.
More information about Allegiancy may be found at www.allegiancy.us.
To schedule an interview with Allegiancy’s leadership, contact Audrey Bevel at firstname.lastname@example.org, or 866.842.7545 ext. 204, or (804) 201-7161.
The foregoing does not constitute an offer to sell or a solicitation of an offer to buy securities, and no money or other consideration is being solicited hereby, nor will be accepted. An offer to purchase or a solicitation of an offer to buy the securities can only be made or received and accepted once an offering statement is qualified by the Securities and Exchange Commission as exempt from the registration requirements of the Securities Act of 1933 (the “Act”), as amended, pursuant to Section 3(b)(2) of the Act. Any such offer to purchase securities may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of its acceptance given after the qualification date of the offering related thereto, and any indication of interest to purchase securities involves no obligation or commitment of any kind.
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements are based upon the Allegiancy, LLC’s (the “Company”) present expectations, but these statements are not guaranteed to occur. Furthermore, the Company disclaims any obligation to publicly update or revise any forward-looking statement to reflect changes in underlying assumptions or factors, of new information, data or methods, future events or other changes. Investors should not place undue reliance upon forward-looking statements. For further discussion of the factors that could affect outcomes, please refer to the “Risk Factors” section of the offering circular dated January 14, 2014, and filed by the Company with the U.S. Securities and Exchange Commission on January 15, 2014. The offering circular, and any supplements or updates thereto, is available on the EDGAR system located on www.sec.gov.
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