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IPA to host inaugural RIA Practice Management Workshop in Dallas

By September 23, 2018No Comments

Washington D.C., September 23, 2018 – The Institute for Portfolio Alternatives (IPA) will hold its inaugural Registered Investment Advisor (RIA) Practice Management Workshop in Dallas on October 15-16, 2018, bringing together top RIAs to discuss portfolio construction and practice management solutions.

The two-day event will cover a spectrum of critical topics and provide actionable solutions for top financial advisors. Industry experts will offer unique insights on portfolio construction strategy, including sessions on endowment-style investing, implementing direct participation programs and more:

  • Who: Registered Investment Advisors
  • What: IPA RIA Practice Management Workshop
  • When: October 15-16, 2018
  • Where: The Marriott at Legacy Town Center, 7121 Bishop Road, Plano, TX 75024, (972) 473-6444

“RIAs need innovative solutions to both deliver for their clients and to run their businesses,” said Tony Chereso, President and CEO of the IPA.

The workshop is carefully designed to help RIAs understand a range of portfolio diversifying investment strategies.

“As retirement dollars shift from defined benefit plans to self-directed defined contribution plans and individual retirement accounts, individual investors are turning to their financial advisors to find ways to diversify their portfolios with real assets, as institutional investors have done for years,” Chereso added.

The workshop will also explore practice management best practices with sessions on high trust leadership, marketing and due diligence.

To register for the workshop and view the full agenda, please visit the IPA’s website.


About Institute for Portfolio Alternatives

The Institute for Portfolio Alternatives seeks to raise awareness of portfolio diversifying investment (PDI) products among stakeholders and market participants, including: investment advisors, public policymakers and the investing public. It supports increased access to investment strategies with low correlation to the equity markets: lifecycle real estate investment trusts (“Lifecycle REITs”), net asset value REITs (NAV REITs), business development companies (BDCs), interval funds and direct participation programs (DPPs). Through advocacy and industry-leading education, the IPA is committed to ensuring all investors have access to real assets and the opportunity to effectively balance their investment portfolios.



Media Contact:

Haley Fry

(312) 552-1133

IPA Contact:

Matt Tramel

(202) 548-7185