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Washington, D.C., March 13, 2018 – The Investment Program Association (IPA) today announced its full confirmed agenda for the upcoming IPASummit 2018 in Washington, D.C., on April 17-19, 2018.

Attendees will hear directly from U.S. Securities and Exchange Commission (SEC) Commissioner Michael S. Piwowar regarding the SEC’s current regulatory agenda, what to expect from the Commission’s fiduciary rulemaking and how that may be reconciled with the Department of Labor’s fiduciary rule.

IPASummit 2018 features a dedicated Due Diligence Symposium for broker-dealers and registered investment advisors (RIAs), in addition to general session programming and meetings with legislators on Capitol Hill. Industry and policy experts will examine the current political and regulatory environment impacting the PDI industry and discuss top issues facing investors and market participants. Highlights from the agenda include:

  • C-Suite panel discussions on growth opportunities in the PDI industry and technology solutions for evolving product platforms.
  • A dedicated pre-conference due diligence symposium with 13 presenting sponsors confirmed to date.
  • A dedicated post-conference due diligence forum specifically focused on the expanding universe of closed-end interval fund offerings and their unique due diligence considerations, with 6 interval fund presenting sponsors to date.
  • Meetings on Capitol Hill to discuss the PDI industry’s top issues directly with members of Congress. Last year, IPA members held 236 individual meetings with members of Congress from over 30 states to discuss legislative priorities.

About IPASummit 2018

Registration is open for broker-dealer, RIA, sponsor and associate members. More information on the IPASummit 2018 is available at

About Investment Program Association

The IPA supports individual investor access to a variety of Portfolio Diversifying Investment (PDI) products with low correlation to the traded markets and historically available only to institutional investors, including: lifecycle real estate investment trusts (REITs), NAV and perpetual life REITs, business development companies (BDCs), interval and closed-end funds, energy and equipment leasing programs and real estate private equity offerings. PDI products have been held in the accounts of more than 3 million individual investors. They remain a critical component of an effectively balanced investment portfolio and serve an essential capital formation function for the U.S. economy. The mission of the IPA is to advocate for PDIs through education and public awareness.

Media Contact:

Haley Fry

(312) 552-1133

Conference Contact:

Tracy Mesterharm

(443) 612-9194