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IPA Chapters Bring Education and Networking Directly to PDI Industry

By March 19, 2018April 8th, 2018No Comments

Washington, D.C., March 19, 2018 – The Investment Program Association (IPA) today announced the launch of IPA Chapters, a national initiative designed to deliver timely education and networking opportunities exclusively to the Portfolio Diversifying Investments (PDI) industry. The first two IPA Chapters are being established in New York City and Los Angeles, with several more locations planned for cities with a critical mass of IPA member firms.

“The IPA is committed to raising awareness of PDIs both within the broader financial advisor community, as well as within our existing member firms,” said Tony Chereso, the IPA’s President and CEO.  “By bringing IPA Chapters to cities nationwide, we can offer small-group education and networking opportunities directly to our members.  We think this is a unique and meaningful platform, and we look forward to expanding the alternative investments community.”

Inaugural Event in New York City

Registration: details here

Date:  Thursday, March 29

Time:  6:15 p.m.

Place:  Cantor Fitzgerald Headquarters

499 Park Ave.

New York, NY 10022

Agenda:  PDI Market Update (6:15 – 7:00 p.m.)

Kevin Gannon, President and Managing Director, R.A. Stanger & Co., Inc.

Networking Reception (7:00 – 8:00 p.m.)

Who Should Attend: Investment Sponsors, Asset Managers, Broker-Dealer/RIA Staff, Due Diligence and Legal Staff

The second IPA Chapter event is scheduled for April 12 in Los Angeles, with specific details to be announced soon.  Register today and join your peers at the upcoming IPA Chapter event in New York City!

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